Ask the Community

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

  • 479 Topics
  • 1,505 Replies

479 Topics

A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Modeling and training duration

How long is gonna take the modeling & training process to initiate after we start up the service?

1
Paola Botelho
Pipefy Staff
3 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Payment options availalbe

Instead of yearly subscription from the onset, can we start with month to month or a 3 – 6 month option? 

1
Paola Botelho
Pipefy Staff
3 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
3 years ago
fervitalino
fervitalinoNew Participant
posted in Ask the Community

Great tools to organize your job

Hello, everyone.Pipefy is the best option to organize your process and manage the papers of company.I am very happy to share my experience and to be part of a global team around the world.Do you need to plan your agenda? Use Pipefy.Do you want to improve your process of sales? Use Pipefy.This is my opinion. I am very proud to be an user of Pipefy. Have a nice week.

1
Juliana Spinardi
Community Manager
3 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 years ago
amadord
amadordNew Participant
asked in Ask the Community

Phone Number Validation

 When we write a phone number that starts with 55, we have no problems. But when we write a phone with other numbers at the beginning, it is not possible to save it.  

1
Nicole Chiroli
Pipefy Staff
3 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
3 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
3 years ago
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
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Get connected TableRecords from Card

I'm trying to use the property ""connectedRepoItems"" in ""fields"", but even my card has one or more public table records associated, I got null values.{card(id: ""XXX"") {fields { connectedRepoItems }}}answer:{""data"": {""card"": {""fields"": [{""connectedRepoItems"": null},{""connectedRepoItems"": null},{""connectedRepoItems"": null"

1
Marcos Carvalho
Pipefy Staff
2 years ago

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