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

  • 573 Topics
  • 1,975 Replies
573 Topics
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
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
Change card's color based on conditional, automation or other way

Hi Pipefy  Is there a way to change the card color using some rule based on field or automation? Thanks

1
Nicole Chiroli
Pipefy Staff
3 years 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
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
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community
Access to Records by Permissions

Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

4
Keto-Faster
2 years ago
chrgilles
chrgilles
asked in Ask the Community
Working on two separate pipes

Hi community !At the end of a first pipe i ask to users (students) to upload their homework, i ask it by email.For that i have created a separated form on an other pipe with several upload fields.Problem is that i don’t know how to identify who is uploading files.For that i ask users to add their own email, before upload their files… => is there a better way to do that, for example by pre-filling email field on the second form (extracted from the first pipe) ?Also, is there a way to “send” uploads coming from the second pipe/form, in each user card in the first pipe ?Thanks fos helping and best regard

3
Juliana Spinardi
Pipefy Staff
2 years ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community
Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms? 

1
Nicole Chiroli
Pipefy Staff
3 years ago
mgdwyer
mgdwyerNew Member
asked in Ask the Community
Focus on stability / reliability

Dear Pipefy Team, I really love Pipefy - it lets us do amazing things that would be very difficult to do otherwise, and the features that you guys have put together are incredible.However, it seems like there is some kind of issue with availability/speed/reliability on a near-weekly basis. This makes it really hard for us to fully rely on it for real business purposes. The features are great, but reliability is critical. For example, the recent email changes caused lots of problems. Today, the system is down and randomly not accepting entries or timing out. So, please, Pipefy management - if you are listening - prioritize stability and reliability of the platform! Thanks in advance!  

2
mgdwyer
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Pipefy and Security

How do you ensure data security and also authorisation/role management to ensure people can only see what they need to as part of a workflow?

1
Paola Botelho
Pipefy Staff
3 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
2 years ago
Ana Gomes
Pipefy Staff
Ana GomesPipefy Staff
asked in Ask the Community
Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

1
Juliana Spinardi
Pipefy Staff
4 years ago
mgiammarco
mgiammarcoNew Participant
asked in Ask the Community
Italian translation

Will Pipefy implement italian translation?What can I do to help?Thanks,Mario

2
genietim
2 years ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community
Backups

Hi Everyone, how can i make a backups of my pipes and data bases? 

3
Leandro Almeida
Pipefy Staff
9 months ago
chrgilles
chrgilles
asked in Ask the Community
No entries in database...

Hi all ! I’m using Zapier connector to create cards in a pipe.But when doing this, fields are filled by the connector and not throught the database start form, so no data are send in the database :/So i’m asking me how it was possible to avoid that and create database entries using data added by the connector.Thanks a lot

3
chrgilles
2 years 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
2 years ago
abhatt
abhattInspiring
asked in Ask the Community
Database Additional Fields

Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt

1
Lucas Democh
2 years ago
Gabriel F.
Gabriel F.Regular Participant
asked in Ask the Community
Sample of card-badges

Hi Guys. any of you have a Sample of a working “card-badges” on Pipefy’s Platform ? I Tried https://developers.pipefy.com/docs/card-badges, and also read the “Features” Related topic, but it did not work. I have managed to make “card-buttons”, “card-tab”, and “pipe-buttons”, but the card-badges just don’t work. I Need for solving this problem bellow, but right now I just need a “fixed version”. Bellow is my manifest and index. Thank you.https://pipefyappamerico.glitch.me/manifest.jsonhttps://pipefyappamerico.glitch.me/      

4
rafael.jefte
2 years ago
vitoriatc
vitoriatcNew Member
asked in Ask the Community
Pipe card automation

Hello, I would like some help finding a solution to a problem. In a purchasing process, the requester opens a ticket with the products they need to be subsequently requested for purchase. I would like to find a way to unify the items from my tickets into a single card to proceed to the purchase phase later.For example: João requested 3 pens and 5 notebooks. Maria requested 6 notebooks, 3 pens, and 2 pencils. From these requests, 2 cards were generated in my pipe.To proceed with the purchasing process, I need a single card containing the total of the open tickets, that is, with 6 pens, 11 notebooks, and 2 pencils.How do I do this in Pipefy?

8
E
25 days ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
Change Logs about the Pipe structures, fields, automations, conditionals and etc.

Hi Pipefy Dev team Is there in the roadmap the implementation of logs about Pipe structures, fields, automations, conditionals, emails templates and etc. Thanks.Ezequiel Souza

1
Juliana Spinardi
Pipefy Staff
2 years ago
jean.eduardo
jean.eduardoNew Member
asked in Ask the Community
Envio por E-mail customizado

Boa tarde pessoal, Tudo bem?  Estou tentando usar uma e-mail de caixa compartilhada para mascarar meus e-mails enviados pelo pipefy. Porém, os e-mails não estão indo de forma automática e quando tento enviar de forma manual aparece que algo deu errado durante o envio. Por ser um e-mail de caixa compartilhada eu não consigo utilizá-lo como máscara? 

7
jean.eduardo
2 years ago
chrislee100
chrislee100New Participant
asked in Ask the Community
Change color of calendar item based on a field?

On my cards, the user selects one of two options on a radio button, and enters a due date. On the calendar, the items display based on due date, but I’d like to see the items displayed differently (different color?) based on the radio button selected. Possible? 

1
Nicole Chiroli
Pipefy Staff
3 years ago
dgodfrey
dgodfreyNew Member
asked in Ask the Community
Importer App - Importing Spreadsheet to DB

I imported a spreadsheet to a DB yesterday. Everything seemed to be done successfully, however it has been almost 24 hours and no records have been added. I cannot tell what the problem is or if this is just how long it takes. I went in and looked at the history in the importer app, and this is what shows up: Please advise. Thanks!David

3
belsalemme
Pipefy Staff
3 years ago
Carlos Piereti
Carlos PieretiRegular Participant
asked in Ask the Community
Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

4
Carlos Piereti
3 years ago
genietim
genietimPipefy Legend
asked in Ask the Community
Is there a Pipefy Changelog?

It seems that new features are introduced over and over again, which is awesome, but only for major once we get a post about it here in the community. Could we get a changelog also for changes that others might consider significant? Examples of changes I noticed in the last weeks:search that works for more than just the title automations that can not only be filtered but sorted As this here is a community forum: use this thread, users, if you notice changes, so we will get a changelog by ourselfes!

8
Nicole Chiroli
Pipefy Staff
3 years 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
2 years ago

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