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  • 665 Topics
  • 2,163 Replies
665 Topics
A
aaron-smithExplorer
asked in Ask the Community
How to move a card to a new pipe?

I want to create an automation that moves a card from one pipe to the next.  I’m able to do this as a workaround with an automation that creates a new child card in the desired destination pipe, but I would rather move the card itself than create a new child card.  Are there options for this?

3273
Lais Laudari
kristi8
kristi8New Member
asked in Ask the Community
Database column order

Is there a way to change the order of the columns in a database?

531
Lais Laudari
jpatel1
jpatel1Explorer
asked in Ask the Community
Item list doesn't expand

I have a situation where we are attaching an item in Card A using a connected pipe from Card B.  While I can click on Card A and see the item being listed as Card B, but I can’t expand (Pop-up or Open) Card B.  Has anyone seen similar issues? Help appreciated

265
Lais Laudari
rajashree-gohil
rajashree-gohilNew Member
asked in Ask the Community
pipefy account blocked due to invalid credentials ? how to reopen it?

unblock account

5322
jpatel1
h-tisaka
h-tisakaExplorer
asked in Ask the Community
Ok, we want to retrieve data from another card in another pipe, is that even possible?

We have a “reimbursable expenses portal (REP)” for our contractors We have a “project pipe (PP)” that contains all information (customer, dates, location, etc) of a given project The “project pipe” has an ID# field  In the REP, we want the contractor to input the ID# and then pull all the information, so the user knows that he in inputting data in the correct project 

1813
Ezequiel Souza
joao-noeme
joao-noemeNew Member
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

1272
Lucas Democh
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Ask the Community
Quick Survey | We want to know your opinion about Pipefy's Help Center

Hi, there!We are looking forward to knowing your opinion about Pipefy's Help Center.Would you please answer a quick survey?We appreciate your participation. 😀 Go to the survey Portuguese version here.  👈

1021
rafael.jefte
abhatt
abhattInspiring
posted in Ask the Community
Access Tracker Form

Currently, on access tracker, only fields from Initial forms are shown. How can I show fields from other phases too on the access tracker?

282
rafael.jefte
J
James.liExplorer
asked in Ask the Community
How to display more field on card

I’m looking for a way to add more field to the card display on the kanban board. The card currently only display three default field. This is a critical function because the search function on kanban can only search for field that is displayed and not all field in the card. Thanks for help,

2883
genietim
aryanda
aryandaNew Member
asked in Ask the Community
Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

1714
rafael.jefte
Ramon Nolasco
Ramon NolascoExplorer
asked in Ask the Community
Automation Problem

I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina

931
Lais Laudari
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Add new start_form fields via api

Is it possible to add start_form fields via the api?

4506
Alex Dowbor
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

1491
Lucas Democh
radams
radamsNew Member
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.  

3832
radams
abhatt
abhattInspiring
asked in Ask the Community
Request Tracker Attachment Issue

Hello Team, I am facing one issue where the PDF attached in attachment section can be opened successfully from the pipe card itself. But same attachment, when we try to open from a request tracker form, it errors out saying “Something went wrong” Regards,Avni Bhatt

431
abhatt
abhatt
abhattInspiring
asked in Ask the Community
Multiline text box watermark text

Hello Team, Can we add watermark text to a multiline text box field? Regards,Avni Bhatt

771
alicereis
abhatt
abhattInspiring
asked in Ask the Community
Request Tracker Link

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

2151
alicereis
J
James.liExplorer
posted in Ask the Community
Tracking payment received using pipefy

Our business is based on milestone payments with final amount changing in the process. Is there a way to track payment received and remaining amount using pipefy? Thanks.

1213
alicereis
gabriel-oliveira4
gabriel-oliveira4Explorer
asked in Ask the Community
Set SLA based on card priority

Is it possibile to set SLA for a card in an specific step of the flow based on a custom priority field? Here is my scenario:I have a custom “select from list” field labeld “priority” which accepts values from 1 to 5 (such that 1 indicates the highest priority and 5 the lowest). I would like to set a shorter SLA when priority is higher.I could create 5 different columns, one for each priority level, but that would make the pipe confusing.

841
A
chrgilles
chrgilles
asked in Ask the Community
Images in pdf generator

Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping​

2658
genietim
Douglas Perez
Douglas PerezNew Member
asked in Ask the Community
How to update phase field into a card with Pipefy api?

Hello!I’m trying to update these fields using API, but I don’t know what mutation I have to use 

5892
Lucas Democh
Crash
CrashNew Member
asked in Ask the Community
Ticket Status Notifications,

Very new to Pipefy so only stupid question is one not asked, my question here is have you guys built in a Ticket Status Notification updater.. So once a ticket is updated or closed the original sender can receive an update..   

1923
rafael.jefte
tiago260
tiago260Explorer
asked in Ask the Community
Error sending headers webhook

When I send the attribute headers, I’m getting error 500mutation { createWebhook(input:{ actions: ["card.done"], name: "SAP", url: "http://x.x.x.x:8080/v1/public/sap-integrator/invoice", headers: {Authorization:"Basic xxx"}, pipe_id: 302174055 }){ webhook {actions, headers, id, name, url} }} 

3542
tiago260
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Ask the Community
⏲️ Quick Poll | Help us to find the best time for you!

Our team of experts daily hosts a Q&A session for our current customers. But we want to hear from you: what is the best time for you to attend our Open Office in English?Please vote in the time that best suits you! If you have other time suggestions, feel free to comment here.

391
rafael.jefte
chrgilles
chrgilles
asked in Ask the Community
How to add a online version for emails templates

Hi community !Is there a “online version ” for emails templates ?If yes, where may i find the link of this version (i would like to add it in the header email template ;))Thanks a lot

774
Nicole Chiroli
Pipefy Staff

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