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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
Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?
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
Is it possibile to set SLA for a card in an specific step of the flow based on a custom priority field? Here is my scenario:I have a custom “select from list” field labeld “priority” which accepts values from 1 to 5 (such that 1 indicates the highest priority and 5 the lowest). I would like to set a shorter SLA when priority is higher.I could create 5 different columns, one for each priority level, but that would make the pipe confusing.
Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt
Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt
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?
I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina
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?
Hi ,Since December 2021, we've been experiencing problems with our public forms. The ERR timed out error message is one issue. Second, the site has been blocked by one of the Internet Service Providers (Optus Australia). I've included a screenshot of their email.Have other companies had any issues like this?Thanks
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