Ask the Community

Connect with other Pipefy users and community experts to get help building great workflows and processes.

  • 441 Topics
  • 1,304 Replies

441 Topics

support164
support164Regular Participant
asked in Ask the Community

Cards Aren't Moving Automatically on Specific Date

Hello!  I’m trying to set up automations within my pipe which will send various email templates when it enters each phase, but it needs to send the email on a specific date. We deliver training so the delegates need to be emailed different pieces of information on different dates leading up to the course, as well as during the course.  I’ve tried so many different scenarios and conditions but I just can’t seem to get it to send the info or move the card on the date I specify.  I’m hoping someone can offer some advice?  (Hopefully I’ve explained it clearly enough)  Thanks

2
support164
6 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

New Roles - No Pipe Report Access for Any Custom Role

Is anyone else having the same problem as us?Situation: Any Custom Role we create in the Admin Dashboard has no access to Pipe Reports.How We’ve Tried adding new role via:Duplicate an existing role (e.g. Member) Start from ScratchThe Issue: No new role you create can see Reports in any Pipes. It gives an error: “We’re sorry, something went wrong.” So we can’t use them for anyone who needs access to any pipe report.Snapshot: Here is what someone sees when trying to view a report they can see as a member: 

2
Ezequiel Souza
8 months ago
genietim
genietimPipefy Legend
asked in Ask the Community

Now that "Static content" became "Dynamic content", how do you require it?

The “Static content” field provided a way to *conditionally* prevent a card from being moved by setting it to “required” and showing/hiding it using conditionals. How can this be achieved with the “dynamic content” field?

3
genietim
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Pre-filled Public Forms

Hello,Currently there’s now way how a public form can be already pre-filled when people are accessing it trough a public link, even if there are connections between pipes/databases. But wouldn’t it be possible to at least have a template for that form, so that people wouldn’t need to start from scratch? Sometimes it happens that people need to create cards with very similar information - it would really help if there could be a saved pre-filled template for those cases.

4
marcos.pedrosa
Pipefy Staff
5 months ago
chrgilles
chrgilles
asked in Ask the Community

How to track a clicked link ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

2
vitor-oliveira9
Pipefy Staff
7 months ago
rcamayo
rcamayoInspiring
posted in Ask the Community

simultaneous tasks at different phases

how can I start different phases at the same time created from an initial phase.example: I have a detachment process in which I have to perform different tasks by areas, and each area has its assigned phase, how can I make them all start their phase without depending on the previous phase.what is required is that when entering the preparation phase, all the required phases can be triggered at the same time.

4
Ezequiel Souza
9 months ago
pedro-mattar
pedro-mattarNew Participant
asked in Ask the Community

Problem enabling apps

Hey guys, whenever I try to enable the Importer App or any other app it shows the following message: "There was an error when enabling this app."Does anyone knows what's going on and how to solve it?

2
Lais Laudari
Community Manager
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

What domains can I use to embed media on this forum?

This forum provides the possibility to “embed media”:I tried to use this with a custom domain as well as with YouTube in one post, but there was always an error, “this domain is not allowed”. What domains are allowed, actually?

3
Juliana Spinardi
Community Manager
2 years ago
ping-cheng
ping-chengRegular Participant
asked in Ask the Community

Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute,  I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

5
genietim
2 years ago
munesh-kumar
munesh-kumarRegular Participant
posted in Ask the Community

How to create dashboard for database table?

Hi, I have a database table with some records and now i want to generate a dashboard and a report for that. But, I am unable to find a way to do that. Please suggest or refer to any related article for this.  Thanks

4
Lucas Democh
1 year ago
chrgilles
chrgilles
asked in Ask the Community

How to remove a late alert

Hi all !Does anyone knows, how it is possible to remove a late alert to a card ? I’ve deleted SLA alert in the phase but without effect.Maybe the alert will desapears when card will leave the phase.. yes / no ?Thanks a lot

1
Lucas Democh
1 year ago
jerryeo
jerryeoParticipating Frequently
posted in Ask the Community

Agile management

Hi EveryoneAnyone of you are implementing Agile management philosophy in Pipefy.CheersJerry from Singapore 

0
jerryeo
2 years ago
inaki1
inaki1Regular Participant
asked in Ask the Community

Is this happening all the time in the Dashboard Beta?

 

1
Nicole Chiroli
Product Manager
2 years ago
vrushil-gajra
vrushil-gajraRegular Participant
asked in Ask the Community

Questions about Pipefy Automate and PDF Generation feature

Hello everyone,I hope you are doing well. I have a few questions regarding the functionality of Pipefy:Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing? While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead. With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me. Lastly, I am curious if there is a multiple se

4
vrushil-gajra
3 months ago
abhatt
abhattInspiring
asked in Ask the Community

Customize Public form "After Submit" message

Hello Team,I want to customize the message “Do you want to submit another response?” to something else on a public form. How can I  do this please?

2
Lucas Democh
1 year ago
ryanbuckle1987
ryanbuckle1987New Participant
asked in Ask the Community

Client onboarding /

Hello,We want to be able to onboard a customer. As part of that, I understand we can use conditional logic to provide the correct information required from the customer.For example:As part of our start form, we will select multiple services we will provide to the customer; when these services are chosen in the form, we can add conditional logic that adds a new step to the form to capture the information required to  for each service. Great!This step is where I get stuck; when we do this, we want to be able to assign the task / send the form to the new customer and ask them to complete the information.Is this possible by sharing a link with the cutomer to access the specific task/form asa guest? Also, can a guide be a part of the form for the customer or staff to follow, such as text, links, and videos to guide them to complete the form correctly? Lastly, can this work if we invite a guest user (customer) to the platform to complete tasks? Or is it simply through the portals as standard

1
Sarah Lane
1 year ago
ruben_zamudio
ruben_zamudioRegular Participant
asked in Ask the Community

Migração de Processos

Olá Pessoal, Tudo bem? Gostaria de saber se todo o trabalho feito (pipes, bases de dados, planilhas, dados, etc) com uma conta e-mail poderia ser transferido para outra conta de e-mail? Sds //Rubén

1
Nicole Chiroli
Product Manager
2 years ago
chrgilles
chrgilles
asked in Ask the Community

What is a done card ?

Hi all !Could you confirm, if a done card is a card moved at the end of a workflow, in a phase marked as an end of the process ?Thanks a lot :)

4
rafael.jefte
7 months ago
tsartori
tsartoriSuperuser
asked in Ask the Community

Double Dashboards

 Why are two dashboard fields which redirect to different pages? 

4
tsartori
1 year ago
eugenio.landesmann
eugenio.landesmannNew Participant
posted in Ask the Community

Show the expiration date of the card in each phase based on the SLA.

It would be very interesting if the cards automatically showed the expiration date based on the SLA established in each phase.

0
eugenio.landesmann
2 years ago
joao-noeme
joao-noemeNew Participant
asked in Ask the Community

Integration of Pipefy with maps (GPS) features

In my company (dedicated to services in Precision Agriculture Area) I have a couple of teams always in the field, doing maintenance/ instalation of our products (sensors, stations, etc.) or doing field work services (flying drones, take soil samples, etc.). Sometimes we see an issue in the field (damaged tube in the irrigation pipe, fallen tree, pest or disease in a plant, etc.) that we would like to open a ticket (a card!) in a pipe, in order to solve the problem. This ticket should have a photo and a GPS location of the issue. In Pipefy, I can do all of this except the GPS location (and the possibility of checking all the issues in a map view). Is there any way of creatiing / adding points in a specific map in google maps (in my account), in order to have the points of the issues (cards) I create in Pipefy in a map view? Or at least to save a GPS point in a new card created? Since Pipefy does not do it itself (it should, a button called GPS point!!!), is there any form of integration

2
Lucas Democh
1 year ago
Tegrus
TegrusRegular Participant
asked in Ask the Community

"Id" obtained from frontend doesn't work in graphiql.

I'm having a problem executing the query "card(id: "2jw9V38Y") { title }". I'm getting the id of the card through the instance "window.PipefyApp.init().card()", this in the front-end, but this id doesn't seem valid for graphiql operations. If I copy the id contained in the browser's url (id only with numbers), the query returns the data correctly.

3
genietim
11 months ago
A
agatha-vulpescodeNew Participant
posted in Ask the Community

Spanish documentation

Hi Community, how are you today?I want to know if there’s some spanish speaker members to share ideas for a Pipefy documentation in spanish. At search engine, there was no results in that language. Also, I want to know if there’s some expectations from the company to expand operations in that market, because it could be meaningful to have spanish blog entries or tutorials if Pipefy wants to widen in any spanish speaking countries.I like Pipefy and it could be great that some spanish speakers who doesn’t have a sufficent level of fluency in english to understand the documentation can enhance all the potential who Pipefy offer to their users and companies. I’m spanish native speaker and I understand the challenges to learn another language.Is there some expectation to have any spanish translation in the near future?Thank you,Agatha Benítez

2
Luis Salazar
2 years ago
radams
radamsRegular Participant
asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

2
radams
1 year ago
thaiannelourenco
thaiannelourencoKnown Participant
asked in Ask the Community

'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of [email protected] if it works, Tais is gonna be happy 

6
genietim
2 years ago

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