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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
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.
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
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.
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
What is a guest user? What can it do? Can it view cards?
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
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
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?
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?
Hi Pipefy Is there a way to change the card color using some rule based on field or automation? Thanks
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?
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?
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
Why the new screen is so full of information?
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?
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!
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.
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?
Hi everyone! Not a long time ago I used initial values to conect two different public forms with email templates.On public form A we collected a sort of data from a stakeholder X that we used to fill a public form B to another stakeholder (Y). At the time I used email template to send the link from public form B with the initial values from public form A. I used the following logic: [url_from_public-form_B]%field-id_b¹={{dynamic-field_a¹}}&field-id_b²={{dynamic-field_a²}} … Does anyone know where am I failling on this?
This forum provides the possibility to “embed media”:I tried to use this with a custom domain as well as with YouTube in one post, but there was always an error, “this domain is not allowed”. What domains are allowed, actually?
Does allCards return more than 50 cards per query, or do we need to pass the ""first"" combined with ""after"" parameters?
I need to extract the data from the pipefy and write it to a DW in the GCP. Has anyone done this process? Any leads? I saw that one of the ways is through Google Cloud Run, but I can't get it to work.I'm thinking about this pipeline to be able to connect Pipefy to Power BI Online since the connector only works on Power BI Desktop.
We are using an email template in a pipe when a card is created but the requester who received it automatically reported that in the web version of Outlook the hyperlinks are not working correctly; they are intangible. Did anyone else have the same problem?
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