Ask the Community

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

  • 514 Topics
  • 1,665 Replies

514 Topics

marina-vital
marina-vitalRegular Participant
asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be?  We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200. 

3
genietim
9 months ago
chrgilles
chrgilles
asked in Ask the Community

No entries in database...

Hi all ! I’m using Zapier connector to create cards in a pipe.But when doing this, fields are filled by the connector and not throught the database start form, so no data are send in the database :/So i’m asking me how it was possible to avoid that and create database entries using data added by the connector.Thanks a lot

3
chrgilles
2 years ago
goncaloferraz
goncaloferrazRegular Participant
posted in Ask the Community

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! 

3
Sarah Lane
3 years ago
gabrielamattos
gabrielamattosRegular Participant
posted in Ask the Community

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?

3
tobiasbaco
2 years ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

Some data is being dropped (earlier captured) in pipefy tickets

Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p

1
Lais Laudari
Community Manager
1 year ago
P
paola-simanNew Participant
posted in Ask the Community

Conflict checking process

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

2
Desirée Hoppe
Pipefy Staff
9 months ago
tatianabuck
tatianabuckNew Participant
asked in Ask the Community

COMMUNICATION BETWEEN KANBANS

Preciso tirar uma dúvida: dois setores internos, dentro de uma mesma org, mas que precisam se comunicar entre sí. Ao criar o campo “conexão”, o pipefy me da a oportunidade de fazer essa conexão. Perfeito, O problema está em caso essas duas orgs devam tratar do mesmo assunto mais que uma vez. como orquestrar isso? e em termos de sla? pq teremos mais que uma inda e vinda do card entre kanbans. Isso é muito urgente. __________________-I need to ask a question: two internal sectors, within the same org, but that need to communicate with each other. When creating the "connection" field, pipefy give me the opportunity to make this connection. Perfect, The problem is in case these two orgs should deal with the same subject more than once. how to orchestrate this? and in terms of sla? cause we will have more than one in and out of the card between kanbans. This is very urgent.  Tks! 

2
alicereis
1 year ago
R
Pipefy Staff
Rosana AlmeidaPipefy Staff
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
tsartori
tsartoriSuperuser
posted in Ask the Community

PDF Viewer

Hello Guys, Any preview about and PDF viewer similar with the image one that was added a couple days ago?If it isnt in the boards yet, here is my sugestion. 

5
tsartori
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
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community

Importer to Database

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

9
T
2 days ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Portals

Why do some pipes in a portal open in the same window and others open in a new window?

16
marcosmelo
4 months ago
genietim
genietimPipefy Legend
posted in Ask the Community

I like the slight rebranding this community went through...

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

3
genietim
1 year ago
bushlander-camping
bushlander-campingNew Participant
asked in Ask the Community

Link phase to Confluence

If I have policies or procedure definitions in a tool like Confluence or SharePoint, would it be possible to link a phase to a relevant Confluence page. Take this example, the Pipefy phase says Create customer record. In Confluence or SharePoint I have the following guideline: Guidance for businesses collecting personal information for contact tracing https://www.oaic.gov.au/privacy/guidance-and-advice/guidance-for-businesses-collecting-personal-information-for-contact-tracingMy requirement: As a Pipefy user I want to be able to navigate from the applicable phase in Pipefy to the relevant policy or guideline so that I can complete my tasks effectively.Is this possible, if yes how do I do this? RegardsEtienne 

1
douglas-drumond-kayama
Pipefy Staff
2 years ago
Felipe Chao
Felipe ChaoRegular Participant
asked in Ask the Community

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly 

4
Leonardo Lucena
Pipefy Staff
8 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to access or know bound-back emails received in a ticket

While we send emails from the ticket, we are not able to access or getting aware of which of our email communication got bounced back?In case of such bounce-back, we need to know which tickets (of lot many tickets) had such bounced emails.How and where can we know in / for pipefy tickets?

1
Lais Laudari
Community Manager
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
Pipefy Staff
2 years ago
Cilene Araújo
Cilene AraújoNew Participant
asked in Ask the Community

Finalizar um Pipe sem excluir

Bom dia!É possível finalizar um Pipe sem excluí-lo?

3
tsartori
2 years ago
joao-noeme
joao-noemeNew Participant
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

2
Lucas Democh
1 year ago
jace-diamondinvestments
jace-diamondinvestmentsNew Participant
asked in Ask the Community

Looking to hire someone to setup automations

Hello, I am a real estate investor that is looking for a way to automate some of my repetitive processes. Is it possible to hire someone to setup automations for me?

2
genietim
1 year ago
chrgilles
chrgilles
asked in Ask the Community

How to start a trigger X days before a start date ?

Hi all !I’m searching a way to start a trigger (for example send an email) X days before a start date setteled on a card…Is it possible or not ?Thanks a lot

5
chrgilles
2 years ago
chrgilles
chrgilles
asked in Ask the Community

Lost fields when moving card :/

Hi allSurely my question is related to a basic use but :I’ve created 2 fields on a card and when i move the card to an other phase fields aren’t displaying…What could be wrong ?Thanks a lot

2
chrgilles
2 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
bruno-machado1
bruno-machado1New Participant
asked in Ask the Community

Timesheet - HR

Dear colleagues, Could you inform if it is possible to create any timesheet format (to mark hours worked per day), in Pipefy?Thank you Bruno Machado

1
Lucas Democh
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
2 years ago

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