Ask the Community

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

  • 515 Topics
  • 1,667 Replies

515 Topics

T
Taylor WilsonNew Participant
asked in Ask the Community

Data security and risk assessment

Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you

3
rafael.jefte
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Ask the Community

🧐 Survey | Your experience with Pipefy University

Hey, Community Members! How are you?  We believe in constant improvement and for achieving that, Pipefy is always open to hearing our customers' feedback.  We want to know more about your experience with Pipefy University. It only takes a few minutes to answer the survey! It will help a lot :)  Click here to help Pipefy improve even more your experience.  Thanks for your time! Form in Portuguese is available here.

782
tsartori
2 years ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Update Labels

Hi everyone, i have a question, how can i update a label automaticlly when a card change of phace in de main overview?

5
marcosmelo
5 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Backups

Hi Everyone, how can i make a backups of my pipes and data bases? 

3
Leandro Almeida
Pipefy Staff
4 months ago
danna-yenisei-morales-delgado
danna-yenisei-morales-delgadoRegular Participant
asked in Ask the Community

Changing a Pipe configuration on Phases after implementation

Hello,I create a Pipe and was started to be used a few months ago, however we review mapping process with other company stakeholders leading in the need to change Pipe configuration, is the any support to help to know if aI change the order what happen with the Cards that are in progress or recommendations (ex. complete all cards before new changes)? I tried to start a chat for support but the option failed

3
marcos.pedrosa
Pipefy Staff
1 year ago
h-tisaka
h-tisakaRegular Participant
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 

3
Ezequiel Souza
1 year ago
fabio-ebeobjetivo
fabio-ebeobjetivoRegular Participant
asked in Ask the Community

I tried to organize PORTAL, but the order is not okay!!!!

I tried to organize PORTAL, but the order is not okay. No by alphabetical, no by number, no by sequence of add.  Someone can help me?  

1
Lais Laudari
Community Manager
1 year ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Plan Upgrade

Is it easy to move to the next level or upgrade your account if we hit any limitation? 

3
Juliana Spinardi
Pipefy Staff
2 years ago
andrey-aires-voiicr
andrey-aires-voiicrRegular Participant
asked in Ask the Community

How can I create and share Templates to clients?

I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.

4
Ezequiel Souza
6 months ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

"You don't have permission to connect these cards" - Advanced connection

SOLVED - 

1
Juliana Spinardi
Pipefy Staff
1 year ago
chrgilles
chrgilles
asked in Ask the Community

Define a specific email by pipe

Hi all I’m trying to find a way to assign a specific email for a specific pipes to have capability to send messages with different email adresses for each pipe, for example :Pipe N°1 => messages send with @emailPipe N°2 => messages send with @otheremailI’ve found the following setting page but i don’t understand how i can assign email at a pipe … Thanks a lot

1
genietim
1 year ago
gabriel-oliveira4
gabriel-oliveira4New Participant
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.

1
Rodrigo Subirá
Pipefy Staff
2 years ago
carl-bulls
carl-bullsNew Member
asked in Ask the Community

A hyperlink for the phase form link

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

6
marcosmelo
5 months ago
Besnik
BesnikNew Participant
asked in Ask the Community

Is there any possibility to model processes in pipefy ?

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

2
julia-pinheiro
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Recurring Task Creation in Pipe with Backlog Phase

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

2
Keto-Faster
1 year ago
Sarah Lane
Sarah LaneInspiring
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
3 years ago
rcamayo
rcamayoInspiring
asked in Ask the Community

sub process

can you create a connection from an initial card to different phases with different people in charge of those faces and when each person finishes the assigned task it goes to a last phase?

2
julia-pinheiro
Pipefy Staff
1 year ago
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
8 months ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Cards disappear/ Filters disappear on refresh

Is there a way to make the pipefy filters stick?Each time I refresh the filter disappears, and you have to click refresh to show the new cards just created. This wastes a lot of time.Solutions:Could we have cards not disappear when you move them to a new phase? and them appear live when you create them? This would avoid having to refresh and losing the filters

1
diogo.pessoa
Pipefy Staff
1 year ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Help database

I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}" 

1
Roberto Chavarria
Pipefy Staff
3 years ago
kd-singh
kd-singhNew Participant
posted in Ask the Community

Need Customization Support

Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.

1
Lais Laudari
Community Manager
10 months ago
J
James.liRegular Participant
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.

3
alicereis
2 years ago
guilherme-sindcomercioto
guilherme-sindcomerciotoNew Participant
asked in Ask the Community

Gmail by cardbox similar solution

Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.

4
Ezequiel Souza
7 months ago
Ace3838
Ace3838New Member
asked in Ask the Community

Creating Invoices

Hello,          I’m using the software as a business process.  I want to be able to create and print invoices per card.  Our invoicing is simple.  We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function?  Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice?  When card enters a certain phase?  

1
marcosmelo
9 months ago
chrgilles
chrgilles
asked in Ask the Community

How to record a "clicked" link in an email ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

1
Ezequiel Souza
1 year ago

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