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  • 576 Topics
  • 1,988 Replies
576 Topics
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community
Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

3
yairmakhivskyi
1 year ago
moacyr-baptista
moacyr-baptistaNew Member
posted in Ask the Community
cards query does not return endCursor

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

7
daniel-rodrigues-toolzz
1 month ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community
Discrepancy between font size on portal edit page and portal

The font size on the edit portal page and the actual portal is not the same (example below). It’s larger on the edit page.I’m guessing this may be a bug - which is why I’m listing it here as a question - because I assume that the edit page should be showing me what I can expect to see on the real portal. There shouldn’t be a difference between the two. Example of font sizes in the edit portal area:  VS the font size in the actual portal:This is also related to an idea I just posted, requesting that the font size in portals be increased.See here: ​​​​​​​

2
Sarah Lane
3 years ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Ask the Community
🗣 Quick Survey: Pipefy for Service Desk & ITSM

Hello, Happy 2023, everyone! ✨ Do you use Pipefy to manage your IT tickets and service desk, and have 2 minutes to help me out? I would love to read your answers to this survey:  In case you can't see it embeded above, you can access it here: https://qclym7tn8lt.typeform.com/to/tAeozokmClick here to read this content in Portuguese. Thank you for your time! 🤩

1350
leticia.moreira
Pipefy Staff
1 year ago
carl-bulls
carl-bullsNew Member
asked in Ask the Community
A hyperlink for the phase form link

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

6
marcosmelo
9 months ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community
Pipe connection field options are in Portuguese

I’m using a Pipe Connection Field for the first time in one of my Start Forms and I’ve noticed something odd. In the public form, the cards listed in the dropdown have the date and phase listed in Portuguese rather than English.  As far as I know, all my settings are set to English, but maybe I missed one somewhere? For clarification, this is how I’ve configured the field: 

5
H
23 days ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community
The 'Autofill Fields' menu does not load properly when updating it

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

3
zach-ketosource
2 years ago
tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community
PDF Modelo - tabela dinamica

Olá Comunidade.  Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo:  Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não?  GRato pela usual contribuição. att.Gilberto    

2
tecnologia-jera
3 years ago
Bryce-MNAG
Bryce-MNAGRegular Participant
asked in Ask the Community
App - contacts database query

Hi I am new to pipefy so please bear with me...We have started a pipe to manage job cards for our small service business. The start form is completed for every new job with customer and job details. A lot of our customers are repeat customers so we have added a contact database connection to the start form which is successfully allowing us to add an existing or new customer to each form.My problem is once a card has been created, and the card is opened in the app from within any phase, only the customer name displays and the contact card does not open from within the app.This is a problem for our field workers who need to be able to contact customers when completing a job. Is there a way to allow access to the contacts database from within the app? Am I missing something?Thanks in advance. 

4
Bryce-MNAG
1 year ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community
Using initial values with email templates

Hi everyone! Not a long time ago I used initial values to conect two different public forms with email templates.On public form A we collected a sort of data from a stakeholder X that we used to fill a public form B to another stakeholder (Y). At the time I used email template to send the link from public form B with the initial values from public form A. I used the following logic: [url_from_public-form_B]%field-id_b¹={{dynamic-field_a¹}}&field-id_b²={{dynamic-field_a²}} …  Does anyone know where am I failling on this? 

1
Eduardo Kano
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community
How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
4 years ago
pedro-barrios
pedro-barriosRegular Participant
asked in Ask the Community
Inventoty Control

Hello everyone I’m currently beginning to use pipefy for inventory control as described in: https://help.pipefy.com/en/articles/875875-inventory-control, everything is ok except that I need associate an equipment or group of equipment to a user once, this is in order to avoid associate the same resource to different users twice. So I wonder: is there a way to associate one or more equipment to a user in order (from my equipment data base) to avoid resource reuse? 

9
dgodfrey
3 years ago
ramongb
ramongbNew Member
asked in Ask the Community
Is there any way to store a long text in a Pipefy Databse record?

I get an error sayng text field must be 255 chars or less. Is there any way to store a long text in a Pipefy Databse record? Thanks.

2
Nicole Chiroli
Pipefy Staff
2 years ago
genietim
genietimPipefy Legend
asked in Ask the Community
What is the difference between a portal and a public form?

For example in this idea: it is apparent, that there is a difference. What is it though? Slightly different features (custom URL, prefill), but the same results, no?

1
Nicole Chiroli
Pipefy Staff
3 years ago
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community
Importer to Database

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

9
T
4 months ago
pvfontes1000
pvfontes1000New Participant
asked in Ask the Community
Error in Importer with Phone numbers

In the importer feature, there is an error that always happens when i’m trying to import phone numbers.  This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??

2
Lais Laudari
1 year ago
J
Pipefy Staff
JamesPipefy Staff
asked in Ask the Community
Dynamic content emails

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

1
belsalemme
Pipefy Staff
4 years ago
danielle-santos
danielle-santosNew Member
asked in Ask the Community
Integração pipefy -> PostgreSQL

Boa tarde, pessoal! Preciso criar uma integração do pipefy com o PostgreSQL. Sabem como fazer? Obrigada!

1
Karine Cristina
Pipefy Staff
1 year ago
S
Suporte ANLTNew Participant
asked in Ask the Community
Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?     

1
savicbo
4 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community
What happens to existing cards when you update a start form?

We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?

6
genietim
3 years ago
cridazab
cridazabNew Participant
asked in Ask the Community
Hay alguna comunidad en español de Pipefy?

Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general.  Muchas gracias.

1
Lais Laudari
1 year ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community
Use webhooks to notified me

Hello!  I would like to send a kind of request when a card is moved, for example. How can I do this integration? It's like zapier does, it can detect that a card is moved and a external routine is executed. Thanks.

1
Marcos Carvalho
Pipefy Staff
4 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase.  Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1
Lucas Democh
3 years ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Ask the Community
🚀 New flow improvement - add phases!

Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again! 

1262
Lucas Democh
2 years ago
cheri-stockton
cheri-stocktonRegular Participant
asked in Ask the Community
Card assignment via Zapier?

I’ve been searching around for a couple hours and haven’t found any details about using Zapier to assign cases.  I’m attempting to use Zapier and Google Sheets and it works fine up to the point of setting the card-assignment field.  I’m trying to set the field because there is no action to assign a card, I’ve tested on setting fields but it looks like you can’t set an assignee field type.  Has anyone else run into this?  Have you found a solution?  Or is it just a limitation of Pipefy?

2
cheri-stockton
1 year ago

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