Ask the Community

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

  • 462 Topics
  • 1,405 Replies

462 Topics

Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

browser and tech req

What browser and version are supported by Pipefy and if there any other technical requirements ?

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

card.delete on webhook

Is it possible to get the id of a deleted card via webhook using something like a action "card.delete"? It would be very useful to keep a database based on cards up to date.

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

Remove assignee

Hello, is it possible remove an assignee via API? I'm trying to use updateCard https://api-docs.pipefy.com/reference/mutations/updateCard/ without success

1
Marcos Carvalho
Pipefy Staff
2 years 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
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Copy cards from Pipe to another Pipe using automation

Pipe as a View StatusPipefy could have a feature / automation that allow copy from a Pipe specifics cards (based on criteria) to another Pipe (read-only) to be accessed by customers / users to follow-up cards.  

4
Ezequiel Souza
2 years ago
m.sabadini
m.sabadiniParticipating Frequently
asked in Ask the Community

APPS - How to show a modal with 'card-buttons'

Hi,I am creating an APP to show some information inside a modal. My idea is: Create a button, when clicked I will show the modal with an URL content. Not a big deal accordingo to the documentation https://developers.pipefy.com/docs/card-buttons.I`m using glitch.com as server side and I wrote a HTML ‘hello world’.  index.html'card-buttons': function(p, pipe) { return [ { icon: './images/icon-blue.svg', text: 'Advogado', callback: function(p) { p.modal({ url: './modal.html', height: '50%', width: '50%', }); }, }} Modal loading  Modal response code 200  Modal iframe content My problem is: The modal keep loading forever. When I inspect the network traffic I can see the response code 200 and the ‘hello world’ content inside the iframe, as expected! but the modal keep loading and does not show the iframe content.Any idea guys?  

2
m.sabadini
2 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
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
Pipefy Staff
2 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
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
Pipefy Staff
Nigel O'connellPipefy Staff
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
Pipefy Staff
2 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
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
Pipefy Staff
2 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
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
Pipefy Staff
Amanda L.Pipefy Staff
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
Pipefy Staff
Nigel O'connellPipefy Staff
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
Pipefy Staff
Nigel O'connellPipefy Staff
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
Pipefy Staff
Amanda L.Pipefy Staff
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
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Features

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

1
bernardo-rosa
2 years ago

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