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594 Topics

Hi Everyone, I'm creating a python library to help create cards, update data, upload attachments, delete cards and everything that you can do at GraphQL. I want to know if someone want to try this lib and/or help to develop ir? Depending on the response, I will create a github project so you can use it and help me.

2142

3 years ago

Sarah LaneInspiring

asked in Ask the Community

Searching done cards in pipe connection

In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?

1082

3 years ago

Sarah LaneInspiring

asked in Ask the Community

Edit label for connection field

Hi there, I’m using a connection field in one of our pipes to allow users to connect their information to an existing card. To open the dropdown list of existing cards, users have to click on “Create new card”. Is it possible to change this label? I think it’s confusing because they’re clicking on that option to search through cards and connect to an old one, not to create a new card. I can’t see anywhere to change the label on that button. The connection field in our pipe

1042

3 years ago

lucas-fernandes4Regular Participant

asked in Ask the Community

Fields in other languages

Hello everyone,I’m suffering a lot to be able to offer my form in different languages exe: EN/PT/SP. I already did it but with a lot of effort, basically duplicating the fields in the different languages and creating also different conditionals rules, but that makes it a lot harder to manage the pipe and keep it organized when a new update is necessary.Is Pipefy working on something to make that easier? I just wanted a way for the system to give me an option to put the context of the fields in different languages without the needing of duplicating it and creating several conditionals for that.

3184

3 years ago

andre481New Participant

asked in Ask the Community

In person virtual support

Hey there everyone,I am getting stuck on certain issues and this is really slowing me down. Is there anyone willing to offer virtual in person support. I would like to give a brief of my issues and see if they can be solved. I am happy to pay for such a service. (I searched on ‘fiver’ but there are no listings for Pipefy.

422

3 years ago

Lucas DemochPipefy Legend

asked in Ask the Community

Moving Children Card

Can I create an automation that moves CHILDREN CARD when PARENT CARD is moved? The CHILDREN CARD its a existing card.

3534

3 years ago

Sérgio MoreiraNew Participant

asked in Ask the Community

createTableRecord

Hello.Please, I need include Assignee select on database. But at field persist empty.follow code.mutation {createTableRecord(input:{table_id:"pWRuu4qV",fields_attributes:[{field_id:"suplente",field_value:"["aaaaaaaaaaaaa"]"},]}) {clientMutationId}}Tks.

2422

3 years ago

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?

763

3 years ago

Sarah LaneInspiring

asked in Ask the Community

How to undo automatic formatting

In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!

1895

3 years ago

bart-batselierNew Member

asked in Ask the Community

Send out email in bulk to a selection made in the reports

I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards.

2232

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

2514

3 years ago

Valery NRegular Participant

asked in Ask the Community

it is possible to move a crad between 2 different companies?

hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log? i appreciate your comments

1924

3 years ago

tecnologia-jeraRegular Participant

asked in Ask the Community

PDF Modelo - tabela dinamica

Olá Comunidade. Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo: Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não? GRato pela usual contribuição. att.Gilberto

1402

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase. Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1321

3 years ago

varnfieldmaritzRegular Participant

asked in Ask the Community

Archiving or hiding of completed cards

HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards

3693

3 years ago

tecnologia-jeraRegular Participant

asked in Ask the Community

Publicação de pipe app via url compartilhada - Link expira

Olá ComunidadeTudo bem!!? Me chamo Gilberto e sou responsável pela adoção do Pipefy aqui na empresa www.jeracapital.com.br.Atualmente utilizamos o TRELLO para a gestão de nossos projetos que por sinal acabou se confundindo com gestão dos nossos processos.Para esta ultima iniciativa, decidimos pelo Pipefy e estamos expandindo diariamente o onboarding de colaboradores e processos, MAS estamos encontrando algumas dificuldades na mensageria e automações.Já percorremos alguns artigos lá na wiki mas confesso que não evoluimos o suficientemente.Atacando dois problemas pontuais já nos ajudariam a dar mais um passo:1) Quando publicamos um pipe app via url compartilhada o guest user ao inserir seu email no rodopé, é solicitado com seu e-mail. O link que vc recebe no email já chega expirado, e não conseguimos mudar. segue o nosso como exemplo: https://app.pipefy.com/public/form/3GpoJMt62) E o entendimento de automação na movimentação dos cards esta confusa. Na movimentação não estou conseguindo a

2352

3 years ago

markjosepholaaRegular Participant

asked in Ask the Community

Cannot download or preview attachment - 400 BAD REQUEST

Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.

1795

3 years ago

thaiannelourencoNew Member

asked in Ask the Community

Connection field - Problems with startform view

Hello!Some people in our team have been facing the following dilemma: When clicking on a field that has a connection to another pipe, as soon as the startform is opened, the user cannot see the fields that are higher up, showing only the fields from the middle down. This has caused some discomfort for some people on the team, because when they try to scroll up, they sometimes click on the wrong fields or buttons. In some cases they can't access the search bar to add an existing card either. I would like to know if this kind of situation happens with you or anyone in your team. Can you help us? @rebeca.venancio @vitoria_lanes

473

3 years ago

gustavo andradeNew Participant

asked in Ask the Community

Download de PDF

Boa tarde,Estou tentando gerar um pdf através de um modelo recém criado mas quando pressiono “Baixar PDF” nada acontece. O modelo está funcionando e o documento é gerado, mas não consigo fazer o download. Att,Gustavo D

3407

3 years ago

opsG5New Participant

asked in Ask the Community

Pipefy log in

Hi, Every time i enter my credentials in the home screen page, it takes me in but then kicks me out in the same instant… please assist.

2982

3 years ago

thaiannelourencoNew Member

asked in Ask the Community

'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of information.@rebeca.venancio if it works, Tais is gonna be happy

666

3 years ago

PeterPipefy Staff

asked in Ask the Community

What is a guest user in Pipefy plataform?

What is a guest user? What can it do? Can it view cards?

2972

3 years ago

Carlos PieretiRegular Participant

asked in Ask the Community

Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

1324

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

There is a bug in in the new Pipefy 2.0 regarding to new colour feature to database and pipes

Hi All Recently I decided to use colours to enhance the visual of my Pipes and Database. After I applied the color the Resume Layout became empty and I lost the fields. I had to add again and other bug appeared, the order of attributes don’t be show when you see in the card connected the details; Please advise to Dev team about these 2 bugs.Thanks

401

3 years ago

silvio.angeloParticipating Frequently

asked in Ask the Community

Apps Creation Pipefy Help Page is Missing

Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?

20411

3 years ago

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