Ask the Community

Hi there, I’ve been using the PDF generator to create some PDF templates in my pipe. Is there a way to delete templates from the list? The Getting Started one is still there, for example, as well as other drafts we created and no longer need. All I see is the on/off toggle which just makes the template inactive. It doesn’t remove it from the list in PDF generator. Thanks, Sarah

511

3 years ago

Sérgio MoreiraNew Participant

asked in Ask the Community

Update a Table Record

I'm trying to update custom fields in the table record, but it seems the API only permits to updatethe title and due date.That mutation should work, isn't it?mutation {updateTableRecord(input: {id: %(id)sfields_attributes: %(fields_attributes)s}The custom fields it is the field_attributes, in the follow way:field_attributes = [{"field_id": "field_id_1", "field_value": "field_value_1"}]Any clues to update custom fields rather the title in Table Records?

6974

3 years ago

tsartoriSuperuser

asked in Ask the Community

Delete a single flow

Hello Guyss, Its possible to delete a single conection between phases in a flow?Thank you for the help

424

3 years ago

genietimPipefy Legend

asked in Ask the Community

Is there a Pipefy Changelog?

It seems that new features are introduced over and over again, which is awesome, but only for major once we get a post about it here in the community. Could we get a changelog also for changes that others might consider significant? Examples of changes I noticed in the last weeks:search that works for more than just the title automations that can not only be filtered but sorted As this here is a community forum: use this thread, users, if you notice changes, so we will get a changelog by ourselfes!

1188

3 years ago

ricardo-fornariNew Member

asked in Ask the Community

Dashboard is not reflecting Database records

Hi all,This is my first month using pipefy and first post here, so hope I am not doing dumb questions. I have created a pipe that has a DB Connection which is populated when the pipe is finished. And also created a dashboard to show some KPIs with the DB data. Did several trial and error configurations until all was good enough and I could go live. Then I deleted all cards, DB entries and started to create real data. For my surprise, the dashboard still shows old data, which is not there in the DB anymore. Any hints on how to clean it?

2185

3 years ago

tsartoriSuperuser

posted in Ask the Community

PDF Viewer

Hello Guys, Any preview about and PDF viewer similar with the image one that was added a couple days ago?If it isnt in the boards yet, here is my sugestion.

1105

3 years ago

edward16Regular Participant

asked in Ask the Community

How to customize my task view

My team members have to prioritize their activities based on certain metrics. The view we have is very generic and does not help them in prioritizing their workload. How do we customize the view by adding new columns.Thanks for your help in advanceJoe Edward

1135

3 years ago

samjeffressNew Participant

asked in Ask the Community

Update select options - updatePhaseField error 30001

Hi,I’m wanting to update a select option in one of our pipes - I’m planning on using the GraphQL API so I can update the card data at the same time.I’ve created a test pipe to prove that it works, but it doesn’t :( The mutate query I am running (in https://app.pipefy.com/graphiql)mutation { updatePhaseField( input: { clientMutationId:"catsss" id: "town" label:"town" allChildrenMustBeDoneToMoveParent:false allChildrenMustBeDoneToFinishParent:false canConnectExisting:false canConnectMultiples:false canCreateNewConnected: false childMustExistToFinishParent:false description:"cats dancing" editable:false help:"halp" minimal_view:true options: ["brisbane", "dubbo", "sydney"] required:true sync_with_card:true } ) { clientMutationId phase_field { id } }}When I run the query I get this error, but I’ve run many mutations with my user before, so am not sure w

5913

3 years ago

palani-subbiahNew Participant

asked in Ask the Community

How to create multiple type of forms in a phase

Hi,I have a project where multiple stakeholders are involved and different type of activities are performed to accomplish the project.Lets say → HR Team would work on recruitment → SCM Team would work on Inventory Planning → Infrastructure Team would work on Infra Planning and Installation.& at every form, I would like to have set of input parameters such as "People Count" , "Invoice No", "Value" these parameter would differ for every functional processes.so, is it possible to create a multiple type of forms in a single phase ? Your help would be highly appreciated.

2691

3 years ago

joao-neves3Regular Participant

asked in Ask the Community

Hyper link field

Hello, I would like to have a field with a list of links to calendly schedules. Currently im trying to use the Text long field for this, but it doesnt generates a hyperlink for the urls writen. Does anyone know the best way to do this?

1423

3 years ago

albergaminRegular Participant

asked in Ask the Community

Como vincular registro de uma tabela com outra nos pipes?

Bom dia.Estou criando um pipe de suporte. Tenho uma tabela de cliente, uma de produto e uma que vincula o cliente e os produtos que utiliza.Eu quero montar no meu card uma opção onde eu seleciono o cliente e lista automaticamente os produtos vinculados a ele. É possível fazer isso?André

1414

3 years ago

ricardo-fornariNew Member

asked in Ask the Community

incomplete list of records in db connection

The database has 13 records, but when I use a connect db field to select a record, it only shows 11 records, and the one I want to select is not there. Anyone faced the same issue?

392

3 years ago

ricardo-fornariNew Member

asked in Ask the Community

Edit email template

looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.

302

3 years ago

gabrielamattosRegular Participant

asked in Ask the Community

Tracking Support Tickets with Pipefy Channel

Hello! Is there any way to receive information about open requests through the pipefy support channel that were directed to the technical support team?Every time I need an update about the ticket I have to contact chat and open a new request.This lack of feedback on requests that goes to the support team is very bad.Gabriela Chammas

591

3 years ago

Fernandino TavaresNew Participant

asked in Ask the Community

Python library

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.

3254

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.

2442

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!

2005

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.

2242

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

2574

3 years ago

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