Ask the Community

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

  • 431 Topics
  • 1,256 Replies

431 Topics

Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

technical trainning

What kind of ongoing technical support is required or does the local IT team get trained to handle Pipefy?

1
Paola Botelho
Pipefy Staff
2 years ago
mituj
mitujNew Participant
asked in Ask the Community

Delete cards in bulk selection

HI Team, In Our pipe: 1004580 , A card is getting created multiple time with title:[66.0, 76.0, 67.0, 75.0, 49.0, 48.0, 54.0, 48.0, 54.0, 55.0] Can you please tell me how I can delete those duplicate cards.

1
Luan de Araujo
Pipefy Staff
2 years ago
jorge.barbi
jorge.barbiRegular Participant
posted in Ask the Community

BUGs in Dashboard beta version

Hello! I tried using the Dashboard feature today and found a couple bugs that I’d like to share! 1) Can’t select my Dashboard: I created a Dashboard and then was creating a chart. When I finished creating the chart I couldn’t select the Dashboard to add the Chart in: 2) When creating a Pie Chart, I feel like every little change I do causes the Show Values checkbox to get unchecked: 

2
jorge.barbi
2 years ago
J
John WilliamsRegular Participant
asked in Ask the Community

Add an attachment from card to email template

Hi, I'm trying to configure an email template where I would like to add an attachment to the body of the email. Is this possible? I'm asking that because I would like to email external requesters quotes we upload on cards.   

3
Nicole Chiroli
Product Manager
2 years ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Card info on webhook

Is it possible to pass aditional information when creating a webhook to get more information about the cards without the need of making aditional requests? Is the "headers" argument supposed to enable doing that? 

1
Roberto Chavarria
Pipefy Staff
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

The Pipefy can’t upload pdf file into attachment field?

Hi The Pipefy can’t upload pdf file into attachment field? Thanks.

7
Ricardo Palhares
2 years ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Implemantation

 Hello. I want to know what sort of skills are required in the key users - who creates the workflows.

1
bernardo-rosa
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
A
Amanda L.Regular Participant
asked in Ask the Community

Support and Implementation

Id like to know more about how Pipefy team assist the client during the implementation!

1
Paola Botelho
Pipefy Staff
2 years 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
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
sorina_ardelean
sorina_ardeleanNew Participant
asked in Ask the Community

Email Templates / Hyperlink / Spaces

Hi,I have been using the old templates sistem and setup but the new changes somehow got me lost. I do not really manage to make them look good (eg. spaces problem) and, in addition, the new hyperlink option it is not working for me. Did you find the solution for it? 

2
Nicole Chiroli
Product Manager
2 years ago
A
Amanda L.Regular Participant
asked in Ask the Community

Privacity

Hello. I want to know more about what Pipedy does to ensure that data in the database isn't visible to people outside our organisation?

2
Marco
2 years ago
A
Amanda L.Regular Participant
asked in Ask the Community

Avoid workflows

 How do you avoid workflows going to dead-ends, with no user attached to a task, and to handle escalations / SLAs?

1
Paola Botelho
Pipefy Staff
2 years ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Is it possible to create fieldCondition using API?

Hi,I have a use-case to copy field condition from one pipe to another. This is because clone pipe doesn't copy field conditions, I guess. Thanks!mutation {createFieldCondition (input:{name: "condition1-CheckDeletedMessage",condition:{expressions:[{operation: "number_greater_than",value: 50,id: "check-message-count",field_address: "test"}]},actions:[{actionId: "show",whenEvaluator: true,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"},{actionId: "hide",whenEvaluator: false,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"}]}){clientMutationIdfieldCondition{idname}}}Response:{"errors": [{"fields": ["mutation","createFieldCondition","input"],"locations": [{"column": 10,"line": 1}],"message": "Argument 'input' on Field 'createFieldCondition' has an invalid value. Expected type 'createFieldConditionInput!'."},{"fields": ["mutation","createFieldCondition","input","condition"],"locations": [{"column": 37,"line": 1}],"message": "Argument 'condition

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

ID of connected Cards

Is there a way through reports or the API to retrieve the ID of the cards connected to a certain card? 

1
Marcos Carvalho
Pipefy Staff
2 years ago
A
Amanda L.Regular Participant
asked in Ask the Community

Cancellation

In case after a few months of trial, we find it is not meeting our needs, can the subscription be canceled?

1
bernardo-rosa
2 years ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Features

In case there is a feature needed, can it be customized?

1
bernardo-rosa
2 years ago
Graciliano Filho
Graciliano FilhoRegular Participant
asked in Ask the Community

Token expired

Hello,I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint.After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”.However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?

1
Roberto Chavarria
Pipefy Staff
2 years ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Create Field Condition API deprecation

Hi,This API for createFieldCondition says "Deprecation. Mutation will be removed in the nextupdate.https://api-docs.pipefy.com/reference/mutations/createFieldCondition/Are you adding replacement for this feature? or is there any other way to create fieldCondition?

1
Roberto Chavarria
Pipefy Staff
2 years ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

Best practices for working with branches in Pipefy.

I am deploying Pipefy in a company that has two branches (with the expectation of opening three more) and I would like all branches to share the same Pipes (to reduce the number of automations and create a global view of the process).My solution was to create a branch table, where I listed those responsible for each area. With the automations, I linked the responsible person to each card based on the informed branch.To facilitate the filter by branch, I created another branch field with the label type.What I couldn't solve:1) I wish that the users could not see the cards of the other branches (without them needing filters).2) The restricted view does not solve, as the user needs to see the branch cards, even if he is not marked as responsible.I would like to know how you have been doing in these cases.Greetings from Brazil.

1
Morgana da Rocha
Pipefy Staff
2 years ago
shelby3
shelby3New Participant
asked in Ask the Community

Forecast dashboard

Hello - is there a task / resource forecast that pipefy provides? - Looking to get a dashboard similar to https://www.forecast.app/integrations/harvest

1
Lucas Democh
2 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

How to Pipefy Process Instructions

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

1
pamella-guarinello
Pipefy Staff
2 years ago
A
Amanda L.Regular Participant
asked in Ask the Community

Support team availability

What is the availability of the support team? It will depend on the plan that I have?

1
Paola Botelho
Pipefy Staff
2 years ago
mgdwyer
mgdwyerParticipating Frequently
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
2 years ago

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