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

  • 665 Topics
  • 2,163 Replies
665 Topics
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community
Auto-populate fields on start form

Hi doers. Is there a way to have fields auto-populate in a start form based on their answers to other fields? E.g. If someone Chooses “Category 1” as an answer to “What category is your request a part of?”, can several other fields in the form auto-populate with values we always associate with Category 1?  I first assumed this would need to be an automation (when a field is updated > update a field), but it doesn’t seem to be working. Then I thought maybe it would be a conditional, but the conditionals only seem to give me the option to Show or Hide fields, not to auto-populate them.  Any suggestions?

2295
rafael.jefte
m.sabadini
m.sabadiniInspiring
asked in Ask the Community
Store SQL in a long text

Hi, Is that possible to store a SQL command in a long text field?  PLAN B: store a .sql file, but its not the best way :(  

1057
Lucas Democh
A
agnelo.britoNew Member
asked in Ask the Community
Condicionais entre databases

Olá Comunidade!Alguém sabe alguma forma de contornar a limitação de criação de condicionais de campos conectados ao database?Tenho o seguinte cenário:Database de Empresas Database de FiliaisAo selecionar a empresa no primeiro campo, o segundo somente poderá apresentar as filiais vinculadas a empresa selecionada.É inviável criar um pipe para cada empresa devido ao volume de filiais.

2055
rafael.jefte
J
Pipefy Staff
John WilliamsPipefy Staff
asked in Ask the Community
Automation is not running

 I configured an automation 'move cards' and it's not working. Do you know what is happening?

2637
Sarah Lane
gabrielamattos
gabrielamattosExplorer
posted in Ask the Community
Documentation of processes within pipepy

Hello Guys,I'm starting a journey to document important information about the processes modeled within pipefy and would like to ask the community if anyone has done something like that.My idea is that within pipefy I can write who owns the process, who can make changes, what the purpose of the pipe is, why users have x type of view, what are the main rules for automations and triggers, etc.Has anyone thought of something like that?

1623
tobiasbaco
pedro-mattar
pedro-mattarNew Member
asked in Ask the Community
Problem enabling apps

Hey guys, whenever I try to enable the Importer App or any other app it shows the following message: "There was an error when enabling this app."Does anyone knows what's going on and how to solve it?

602
Lais Laudari
ramon-amorim1
ramon-amorim1Explorer
posted in Ask the Community
Card-Table and Table-Table Relation

Hello Everyone,  I just need the query to do a card-table relation and a table-table relation

2598
rafael.jefte
emilialicha
emilialichaNew Member
asked in Ask the Community
Migração informação do Trello para o Pipefy

Oi pessoal, será que é possível enviar cartões em massa do Trello para o Pipefy?

5783
rafael.jefte
jean.eduardo
jean.eduardoInspiring
asked in Ask the Community
Automação com condição

Bom dia pessoal, Preciso criar a seguinte condição numa automação: Gatilho: Quando o campo Z for atualizado.Condição: se um campo x for igual a um campo Y. Ação: atualizar um campo. Não estou conseguindo fazer essa automação porque preciso criar uma condição de igualdade entre dois campos presentes no pipefy. Não pode ser um valor fixo. Alguém tem alguma ideia de como posso contornar isso?

424
jean.eduardo
sean.collins
sean.collinsNew Member
asked in Ask the Community
How can you Send additional automated emails from a card in a phase that has breached SLA?

Hi Pipefy community,I’m a recent user of the platform and love it’s potential. I currently have one process running in Pipefy and overall it’s going super well. However I have a question / challenge for the group. Disclaimer - I have reached out to support, and while they were helpful and have offered a workround, it’s not really practical and sustainable. So hoping the larger community might have additional insights.Below is a screen shot of a portion of the flow. The 3 visible phases, Offer Made, Accepted - Retention, Accepted Trial.There are currently 17 cards sitting in Offer Made, all are “late” - having breached the SLA of 2 days. I have an automation to send an email once the SLA is breached - this works well. However a number of the cards have been sitting in this phase for over 1 week, for example. I now want to sent another reminder email to each card. This is the challenge - there is no way to send automated email, unless some activity happens with the card, such as “update

1953
rafael.jefte
mariangela3
mariangela3Explorer
asked in Ask the Community
Automação de Responsáveis com condição

Olá…é possível construir uma automação do tipo:Se o campo x for igual a Londrina, atribuir o responsável X; se o mesmo campo x for igual a Curitiba, atribuir o responsável Y ?Tenho 8 possíveis responsáveis, dependendo da cidade em que atuam.

1606
rafael.jefte
ryanbuckle1987
ryanbuckle1987New Member
asked in Ask the Community
Client onboarding /

Hello,We want to be able to onboard a customer. As part of that, I understand we can use conditional logic to provide the correct information required from the customer.For example:As part of our start form, we will select multiple services we will provide to the customer; when these services are chosen in the form, we can add conditional logic that adds a new step to the form to capture the information required to  for each service. Great!This step is where I get stuck; when we do this, we want to be able to assign the task / send the form to the new customer and ask them to complete the information.Is this possible by sharing a link with the cutomer to access the specific task/form asa guest? Also, can a guide be a part of the form for the customer or staff to follow, such as text, links, and videos to guide them to complete the form correctly? Lastly, can this work if we invite a guest user (customer) to the platform to complete tasks? Or is it simply through the portals as standard

1591
Sarah Lane
genietim
genietimLegend
asked in Ask the Community
How do I use an API-Uploaded File as an E-Mail Attachment using the API?

Hi doers!This will be a rather lengthy explanation of my problem, whose TLDR is: Uploading Files via API leads to URLs containing a “org/”, which seems to make it impossible to set them as attachment sources using the GraphQL API. Here the full explanation: I am trying to send E-Mails using Pipefy GraphQL API. In general, I do not have any problems with this. I can send E-Mails even with attachments. BUT: only if the attachments were uploaded manually. I am not able to do the attachment when using files uploaded via GraphQL API. Step 1: Upload (works)The upload works as described on this page:First, I request the URL to upload to:mutation { createPresignedUrl(input: { organizationId: 123, fileName: "MyDocument.pdf" }){ clientMutationId url }}Then, I do the upload:curl --request PUT--url 'https://pipefy-production.s3-sa-east-1.amazonaws.com/orgs/ce63-a26b-412f-9d27-3a5776e16e/uploads/45da74d3-0e92-4e1c-a04e-2acc97169a3/SampleFile.pdf?...Signature=fa76e8bf28f88d8ceec1df8219912e10

162211
tobiasbaco
ramongb
ramongbInspiring
asked in Ask the Community
Is there any way to store a long text in a Pipefy Databse record?

I get an error sayng text field must be 255 chars or less. Is there any way to store a long text in a Pipefy Databse record? Thanks.

1802
Nicole Chiroli
Pipefy Staff
tatiana-fischer
tatiana-fischerNew Member
asked in Ask the Community
Contas a Pagar.

Como incluir parcelamentos de forma automatica e nao manual ( todo mes ter que colcoar o valor da parcela)?

611
rafael.jefte
jean.eduardo
jean.eduardoInspiring
asked in Ask the Community
Envio por E-mail customizado

Boa tarde pessoal, Tudo bem?  Estou tentando usar uma e-mail de caixa compartilhada para mascarar meus e-mails enviados pelo pipefy. Porém, os e-mails não estão indo de forma automática e quando tento enviar de forma manual aparece que algo deu errado durante o envio. Por ser um e-mail de caixa compartilhada eu não consigo utilizá-lo como máscara? 

1607
jean.eduardo
katrina-mackenzie
katrina-mackenzieExplorer
asked in Ask the Community
Currency field error

Have been using currency field with no issues but now the field is no longer allowing a 0.00 entry? It say field can’t be blank, but we are intentionally entering the value as 0.00. 

743
katrina-mackenzie
Gabriel F.
Gabriel F.Explorer
asked in Ask the Community
Cor do Vencimento do Cartão

Olá, estou tentando configurar o meu pipe para que quando faltar 30 dias para o vencimento do cartão, o vencimento fique em amarelo, e quando faltar 5 dias, fique vermelho. Porem não estou encontrando essa opção, de padrão, parece que fica amarelo quando falta 1 dia e vermelho no dia. Existe alguma forma de eu fazer essa configuração ?

1093
Gabriel F.
luiz_menani
luiz_menaniExplorer
asked in Ask the Community
GraphQL Relatórios

Olá! Espero que estejam bem.Pessoal, fiz um relatório bem simples no Pipefy. O Pipe é de Solicitações de Atendimento.. Possui somente 4 fases. Precisava de uma lista de todos os cards de um determinado cliente.Fiz um relatório, selecionei os campos e pronto. Basta filtrar por nome que tenho o resultado.O problema é que tenho que exportar esse relatório para uma página do site do Wix, área logada.No Wix consigo abrir colocar um código HTML incorporado. Minha questão é:Eu consigo através do GraphQL obter o relatório que criei? 

2332
Lucas Democh
Edmar Machado
Edmar MachadoInspiring
asked in Ask the Community
Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

3877
Edmar Machado
bushlander-camping
bushlander-campingNew Member
asked in Ask the Community
Link phase to Confluence

If I have policies or procedure definitions in a tool like Confluence or SharePoint, would it be possible to link a phase to a relevant Confluence page. Take this example, the Pipefy phase says Create customer record. In Confluence or SharePoint I have the following guideline: Guidance for businesses collecting personal information for contact tracing https://www.oaic.gov.au/privacy/guidance-and-advice/guidance-for-businesses-collecting-personal-information-for-contact-tracingMy requirement: As a Pipefy user I want to be able to navigate from the applicable phase in Pipefy to the relevant policy or guideline so that I can complete my tasks effectively.Is this possible, if yes how do I do this? RegardsEtienne 

1261
douglas-drumond-kayama
Pipefy Staff
gonzalo9
gonzalo9Inspiring
asked in Ask the Community
Mail Number Format

Hello !I have a mail template with the Pedido ID (numeric)… how can I set de format of the number?,.. without decimals.. in the mail template? 

1275
gonzalo9
wesley-custodio
wesley-custodioNew Member
asked in Ask the Community
Create Card with attchment through API

How create a new card with an attachment through API ?I tried this, but API response was, Invalid input.

5474
tsartori
tsartori
tsartoriSuperuser
asked in Ask the Community
Double Dashboards

 Why are two dashboard fields which redirect to different pages? 

514
tsartori
Cilene Araújo
Cilene AraújoNew Member
asked in Ask the Community
Finalizar um Pipe sem excluir

Bom dia!É possível finalizar um Pipe sem excluí-lo?

953
tsartori

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