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  • 584 Topics
  • 2,011 Replies
584 Topics
Valery N
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 

4
Lucas Democh
3 years ago
tecnologia-jera
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    

2
tecnologia-jera
3 years ago
Ezequiel Souza
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

1
Lucas Democh
3 years ago
varnfieldmaritz
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 

3
Lucas Democh
3 years ago
tecnologia-jera
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

2
tecnologia-jera
3 years ago
markjosepholaa
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.

5
Juliana Spinardi
Pipefy Staff
3 years ago
thaiannelourenco
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 

3
Sarah Lane
3 years ago
gustavo andrade
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

7
lucaslencina
3 years ago
opsG5
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.

2
Nicole Chiroli
Pipefy Staff
3 years ago
thaiannelourenco
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 

6
genietim
3 years ago
P
Pipefy Staff
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?

2
ian-gallina
3 years ago
Carlos Piereti
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

4
Carlos Piereti
3 years ago
Ezequiel Souza
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

1
Nicole Chiroli
Pipefy Staff
3 years ago
silvio.angelo
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?

11
silvio.angelo
3 years ago
genietim
genietimPipefy Legend
asked in Ask the Community
What does the "E-Mail delivered" checkmark actually mean?

In the E-Mail section of the card, there is a checkmark next to the date:Does this mean, that the recipient got the E-Mail? Or that they read it? Or just that there was no problem sending the E-Mail? 

1
Ezequiel Souza
3 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
Change card's color based on conditional, automation or other way

Hi Pipefy  Is there a way to change the card color using some rule based on field or automation? Thanks

1
Nicole Chiroli
Pipefy Staff
3 years ago
rebeca.venancio
rebeca.venancioNew Participant
asked in Ask the Community
Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

2
rebeca.venancio
3 years ago
Jefferson Dourado
Jefferson DouradoNew Member
asked in Ask the Community
Approval made on Pipefy bu external

Hello all!! I really need a Help. I’m working in a process wich will have a card created in a Public Form. After the card creation and validations some of the cards are going to need an external approvalCan you see a way to get that approval not using email template?  

7
Sarah Lane
3 years ago
ping-cheng
ping-chengRegular Participant
asked in Ask the Community
Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute,  I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

5
genietim
3 years ago
inaki1
inaki1Regular Participant
asked in Ask the Community
Why the new screen is so full of information?

Why the new screen is so full of information?

1
Nicole Chiroli
Pipefy Staff
3 years ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community
Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms? 

1
Nicole Chiroli
Pipefy Staff
3 years ago
mbhatia
mbhatiaNew Participant
posted in Ask the Community
URL for "How Pipefy Works" needs to be corrected

 

1
Juliana Spinardi
Pipefy Staff
3 years ago
guilherme_plazza
guilherme_plazzaNew Member
asked in Ask the Community
Change "card title" criteria (pipe settings)

Hi!I have a question: when I change the "card title" criteria in the pipe settings, is there any way to update the cards that I’ve already created?Thanks!

2
guilherme_plazza
3 years ago
genietim
genietimPipefy Legend
asked in Ask the Community
How can I automatically Process Incoming E-Mails?

I distinctly remember that at some point, it was possible to process content of incoming E-Mails in Pipefy. I would think something like “when E-Mail is received, set this attachment’s field value to the attachment of the E-Mail”, or “...set the E-Mail field to the sender’s E-Mail”, or “...set this short text field to the E-Mail subject”.Is/was this true? Is there still a possibility to do that? I know that there is an automation upon incoming E-Mails, but I could not find any option to access the E-Mail’s content, subject, attachment etc.

1
Lucas Ivantes
Pipefy Staff
3 years ago
eric.godoi
eric.godoiParticipating Frequently
asked in Ask the Community
Can a Public Form bu used in the middle of a pipe, and not just to start cards?

I need to know if it's possible to use a Public Form to obtain and fill information in the middle of a pipe. The pipe is the "Sales Funnel" and the information is to fill a card information to be used on PDF generator (dynamic fields). This PDF will be used as a "business contract document" to send to the client in other to have it signed. It occurs after the client accepted the proposal, and we had finished negotiation, which is in the middle of the "Sales Funnel" pipe. This need happens because I don't ask all information needed to fill a formal business contract when we are making a lead prospecting, which is the pipe starter phase. I didn't find this information on help center (videos or text). If it's not possible to send public form in the middle of a pipe phase, which alternative could be used?  

5
genietim
3 years ago

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