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  • 666 Topics
  • 2,165 Replies
666 Topics
chrgilles
chrgilles
asked in Ask the Community
Issue with portal...

Hi allI get an issue when try to open a form added to a portal, with a message related to an embedded page. When clicking on the bottom link i’m landing on a 404 page… What could be wrong ?Thanks for helping

663
Juliana Spinardi
Pipefy Staff
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

1072
chrgilles
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

1075
chrgilles
abhatt
abhattInspiring
asked in Ask the Community
Customize Public form "After Submit" message

Hello Team,I want to customize the message “Do you want to submit another response?” to something else on a public form. How can I  do this please?

882
Lucas Democh
guilherme_plazza
guilherme_plazzaInspiring
asked in Ask the Community
Details about the "total time in phase"?

Hello everyone! I have a question: does the "total time in phase", which is exported in pipe reports (for example), also count only working days?I’d like to know for the case when the flag "Count weekdays only" is activated in pipe configuration. My ideia is using this for SLA analysys (besides the alert already in phases). Thank you!

2614
Lais Laudari
d-sipe
d-sipeExplorer
asked in Ask the Community
Make a field required based on the value entered in another field

Hi there.  I’m working on a process for our SDLC.  I would like to set up a flow where the user can indicate that they did or did not have a meeting in our process.  If they did, I want to set a field that documents the outcome of the meeting to required.  If they did not, I want to set a field that asks them to explain why they skipped the meeting to required. This pseudo code captures what I’m trying to do.  I could see tons of uses for this type of functionality. IF <had meeting = YES> THEN   <who was in meeting -- REQUIRED>   <why no meeting -- OPTIONAL>ELSE   <who was in meeting -- OPTIONAL>   <why no meeting -- REQUIRED>END IF 

472
Danielle Diehl
Pipefy Staff
nicholas-michalak
nicholas-michalakNew Member
asked in Ask the Community
Query all cards in Pipe *quickly*

Hello all, I need to download all cards from a Pipe. I have over 1,000 cards. My current Python process for downloading all cards uses pagination. The first 50 cards are queried/downloaded quickly (i.e., json objects are saved practically immediately). But every subsequent card takes nearly 1 second. This takes a long time. Is there a Python process that downloads many cards more quickly? Here’s my current process: # packagesimport jsonimport requests# tokenpipefy_token = "token goes here"# pipefy class for later usePipefy = pipefy.Pipefy(pipefy_token)# graphqlurl = "https://api.pipefy.com/graphql"# headersheaders = {    "Accept": "application/json",    "Content-Type": "application/json",    "Authorization": "Bearer %s" % pipefy_token}# pipe IDpipe_id = “#########”# first 50 cards queryjson_query = {"query": "{ allCards(pipeId: %(pipeId)s, first: 50) { edges { node { id title assignees { id } comments { text } comments_count current_phase { name } done due_date fields { name value } la

13672
genietim
genietim
genietimLegend
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?

1053
genietim
katheryn
katherynNew Member
asked in Ask the Community
problem with initial form

Hello!In my pipes I have problems to see the initial form that my colleagues have filled in. What can I do?

2291
Lais Laudari
Michael Ariston
Michael AristonExplorer
asked in Ask the Community
Connected Pipes: Start Form fields vs Phase Card Fields

Hello all - I have a pipe that utilizes a start form to create a new card in a connected pipe. The advanced options for the Connection are set to True:All connected cards must be done before moving this card to the next phase All connected cards must be finished before the parent card can be doneOnce the card is created via the start form in both the parent and child pipes, I am able to move the Parent card to the next phase. My understanding was that given the advanced options I set to true, the Parent card should not be able to move till the Child card is completed. Any suggestions? 

2091
Ezequiel Souza
radzikmarcin-rm
radzikmarcin-rmNew Member
asked in Ask the Community
Tracking cards between the pipes

Hi,I have a few pipes with automation between them (automation: when a card enters a phase "DONE" in pipe A, create a new connected card in pipe B").Is it possible to have preview of all the cards to know on which phase in which pipe the card are?

2145
alicereis
vince6
vince6New Member
asked in Ask the Community
Form Radio Field - Multiple Selections

Is it possible to make multiple selections using the radio field within a card/form?    If this is not possible, what is the easiest way to have multiple selections within a field?Thanks!

381
Ezequiel Souza
ruben23
ruben23New Member
asked in Ask the Community
Customer application process

Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.A form to gather basic info about the new customer - this will be used throughout the process to apply for our service Customer must then upload KYC docs or integrate a KYC platform directly to do verification Integrate with Docusign to sign the agreementCan someone please help me with this? Where do I start?  

2662
Lucas Democh
alicereis
alicereisInspiring
asked in Ask the Community
How to update card labels using API call

Hello everyone!How do I update card labels using an API call? I looked for something similar here in the community and I couldn't find it.

2371
Lais Laudari
munesh-kumar
munesh-kumarNew Member
posted in Ask the Community
How to create dashboard for database table?

Hi, I have a database table with some records and now i want to generate a dashboard and a report for that. But, I am unable to find a way to do that. Please suggest or refer to any related article for this.  Thanks

1924
Lucas Democh
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
Change Logs about the Pipe structures, fields, automations, conditionals and etc.

Hi Pipefy Dev team Is there in the roadmap the implementation of logs about Pipe structures, fields, automations, conditionals, emails templates and etc. Thanks.Ezequiel Souza

1801
Juliana Spinardi
Pipefy Staff
genietim
genietimLegend
asked in Ask the Community
Can I restrict the visibility of certain cards to be only visible to certain users?

Is there a way to restrict the visibility of certain cards to be only visible to certain users? I could imagine a “People on this pipe can only view the cards they are assigned to” or similar. Scenarios:A pipe where invoices to be paid are entered. Certain finance users should not see the invoices that go to salary, or similarly delicate invoices A pipe where users enter e.g. problems with other co-workers, HR has to handle them. If a HR worker is the problem, it should not be visible to him

823
Ezequiel Souza
ops9
ops9New Member
asked in Ask the Community
I can't connect the cards using the API

Hello, I'm using a PipefyAPI - GraphQL to create a card, but I can't connect the card with other cards from another pipe. I tried to use updateFieldsValues, but I always get the error message "Value You are not allowed to connect these cards / table records.".OBS: I would like to connect the cards that way 

5304
genietim
bruno-machado1
bruno-machado1New Member
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

1141
Lucas Democh
rebeca.venancio
rebeca.venancioInspiring
published in Ask the Community
📣 We want to hear from you! How does Pipefy contribute to your Finance Process?Expert Tips

Hi, doers!  I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company!  Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of.  Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy?  What are the main benefits of using Pipefy?  Solution (just be careful while sharing a screenshot because it might contain sensitive information)  Testimonial I am looking forward to seeing some remarkable use cases from community members!  

5816
Lucas Democh
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Ask the Community
🚀 New flow improvement - add phases!

Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again! 

1612
Lucas Democh
hana-kang
hana-kangNew Member
asked in Ask the Community
Changelog export (not power bi)

Hi, I’ve seen that it’s possible to export changelog if you have Power BI. But if you don’t use Power BI, is there any other way to export/download all historical events on a card? Thankful for tips! Best regards Hana

382
Lucas Democh
Vinícius Fernandes
Vinícius FernandesNew Member
asked in Ask the Community
Data de vencimento do card

Olá pessoal, tudo bem?  Minha ideia é criar um pipe que me ajude a controlar a entrega de EPI’s para os funcionários. Nesse pipe eu criei várias fases, sendo que cada fase corresponde à um setor (exemplo: uma fase corresponde ao setor Ferramentaria - Solda, outra fase é Usinagem, outra fase Limpeza e assim por diante) e dentro de cada fase eu coloquei os cards que representam os meus funcionários que ali atuam (exemplo: na fase “Usinagem” existem os cards “Fulano” e “Ciclano”).Cada um desses cards possuem, além do nome do funcionário, uma listinha com os EPI’s e logo na sequencia eu coloquei um campo de data para cada EPI. Dessa maneira eu vou colocar ali no campo de data “Troca de botina” a data em que irei entregar uma nova botina para o funcionário, na data “Troca de luva” a mesma coisa, e assim por diante. Com isso eu gostaria de transformar essas datas em vencimento do card, porque assim eu recebo uma notificação sempre que eu precisar entregar um novo EPI.Acontece que ao preenche

3763
Lucas Democh
Wade-Okumura
Wade-OkumuraExplorer
asked in Ask the Community
Field Conditionals not working

Hello, is anyone else having trouble with Field Conditionals? It was working just the other day but today Pipefy is giving me the following message: “Upgrade your plan: Upgrade to the business plan or higher to use field conditionals.”

591
allanpavani
Pipefy Staff
joao-neves3
joao-neves3Explorer
asked in Ask the Community
webhooks and automations

Hello I have a pipe with an automation that creates new cards when a card from another pipe arrives at a certain phase. This pipe also has an weebhook for card creation action, that comunicates with an internal service. I was expecting that when a card were created by automation that the webhook would’ve triggered, but I’ve tested and it havent. Is that the normal behavior of pipefy’s weebhooks or did I do something wrong?

991
joao-neves3

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