Ask the Community

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

  • 463 Topics
  • 1,408 Replies

463 Topics

Douglas Costa
Douglas CostaRegular Participant
asked in Ask the Community

Pipe attachments(send for e-mail)

 Hello, I need the attachments that arrive by email in a parent pipe to be transferred to a child pipe, has anyone gone through this and managed to solve it? 

1
Ezequiel Souza
8 months 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
R
Rosana AlmeidaRegular Participant
asked in Ask the Community

Apps error triggers

Hello, I was wondering how I can trigger a notification through the app (Pipefy SDK) when there is an error on the current page. Alternatively is there away to include the SDK into a lambda function?

1
Roberto Chavarria
Pipefy Staff
3 years ago
lucas-stern
lucas-sternNew Participant
asked in Ask the Community

Delete Members using API

Hi,its possible to delete a member, or at least remove a member from a team using the API?I dind’t find a mutation for that

1
Nicole Chiroli
Pipefy Staff
3 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
1 year ago
tsartori
tsartoriSuperuser
asked in Ask the Community

@pipefy accounts inside my org

Hello Guys,Its normal to have @pipefy acounts inside our pipes?Here a exemple of what happend to me today. 

5
genietim
10 months 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! 🤩

760
leticia.moreira
Pipefy Staff
8 months ago
ruben23
ruben23New Participant
asked in Ask the Community

Customer application process

Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.A form to gather basic info about the new customer - this will be used throughout the process to apply for our service Customer must then upload KYC docs or integrate a KYC platform directly to do verification Integrate with Docusign to sign the agreementCan someone please help me with this? Where do I start?  

2
Lucas Democh
1 year 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
Community Manager
1 year ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Plan Upgrade

Is it easy to move to the next level or upgrade your account if we hit any limitation? 

3
Juliana Spinardi
Community Manager
2 years ago
danielle-santos
danielle-santosRegular Participant
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
11 months ago
adnan-jebailey
adnan-jebaileyNew Participant
asked in Ask the Community

Pipe dá tela branca em todos navegadores

Olá pessoal,Estou com problemas no Pipefy.Todos meus pipes aparecem com essa tela branca e não carregam em nenhum dos navegadores (Chrome, Firefox, Safari),Já tentei limpar o cache, reiniciar o computador e nada.Alguém tem ideia do que possa estar acontecendo?  

1
Ezequiel Souza
11 months 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
Community Manager
4 months 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
1 year ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

4
V
2 months 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
2 years ago
genietim
genietimPipefy Legend
posted in Ask the Community

Can I set a default for {{sender.email}} for use in automations?

In E-Mail-Templates, there is the field I can use, {{sender.email}} (and {{sender.name}} etc.). Its value makes absolute sense when sending an E-Mail manually.When having an E-Mail sent by an automation, it is empty though.What I would like this variable to have a value of, e.g.:Company E-Mail Card’s E-Mail The E-Mail of the User to triggered the automation (e.g. by move) AssigneeJust anything, really, but it seems the current answer is “nothing”. Can I set a default somewhere?

3
genietim
1 year ago
Sarah Lane
Sarah LaneBrainy
posted in Ask the Community

Accessibility & Pipefy

Hello everyone!The company I work for (AMI) is all about accessibility, especially in media and technology.When we started working with Pipefy we did some testing and determined that the public forms aren’t the most accessible for someone using a screen-reader. This is something we’d love to see improve with this tool in the future and I’m curious if other Doers out there would have interest in that for their organizations as well.Also curious if this is something Pipefy would be interested in working on in the future. Although it’s often assumed that there aren’t that many people who would benefit from making an application more accessible, it can actually have huge benefits and appeal to a much wider audience than you’d imagine. And, from what I hear, sometimes the coding changes that can make a big difference for accessibility are easy to implement. For those interested in learning more about web accessibility, this site is a great place to start: https://www.w3.org/WAI/fundamentals

2
Sarah Lane
2 years 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
1 year ago
felipe-moreira21
felipe-moreira21Regular Participant
asked in Ask the Community

How to create a recurring activity to run every 14 days?

My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?

5
Juliana Spinardi
Community Manager
1 year ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Help database

I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}" 

1
Roberto Chavarria
Pipefy Staff
2 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Authentication

 Hello., I have a question. For the two factor authentication what do you use? or how implement this ?

1
Paola Botelho
Pipefy Staff
3 years ago
Keto-Faster
Keto-FasterKnown Participant
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
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
Gabriel F.
Gabriel F.Regular Participant
asked in Ask the Community

Cor do Vencimento do Cartão

Olá, estou tentando configurar o meu pipe para que quando faltar 30 dias para o vencimento do cartão, o vencimento fique em amarelo, e quando faltar 5 dias, fique vermelho. Porem não estou encontrando essa opção, de padrão, parece que fica amarelo quando falta 1 dia e vermelho no dia. Existe alguma forma de eu fazer essa configuração ?

3
Gabriel F.
1 year ago

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