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- 431 Topics
- 1,256 Replies
Long Text Fields don't accept any code being stored in them?
Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code? Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors?
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
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 ?
Documentation of processes within pipepy
Hello Guys,I'm starting a journey to document important information about the processes modeled within pipefy and would like to ask the community if anyone has done something like that.My idea is that within pipefy I can write who owns the process, who can make changes, what the purpose of the pipe is, why users have x type of view, what are the main rules for automations and triggers, etc.Has anyone thought of something like that?
HTML vs Markdown vs portal
@Giovanni Basso Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4
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)
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:
Custom survey link sending by automated email
I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer. I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.
issues tagging colleagues into pipes
Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?
We're looking for users of Front app, Spark Mail or Hive.
Hello there. I'm the UX Researcher at Pipefy and we're designing a new email feature into our product. Have you used Front app, Spark Mail or Hive for work? We'd like to know the good and bad things you've seen on those softwares. How about a 30 min interview?If you fit to that profile choose the most convenient time for you and schedule a session with me. Thank you already!
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