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

  • 583 Topics
  • 2,007 Replies
583 Topics
zparker_inwayrisk
zparker_inwayriskNew Member
asked in Ask the Community
Seeking Expertise: Complex Workato-Integrated Workflows & Enhancements

I'm in need of a Pipefy Superuser who can assist with some complex workflows integrated with Workato. Specifically, I'm looking to enhance PDF generation, automations, and third-party integrations. If anyone is willing to lend a hand, please get in touch!zparker@inwayrisk.com 

1
thassia
5 months ago
gabriel-oliveira4
gabriel-oliveira4New Participant
asked in Ask the Community
Set SLA based on card priority

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.

1
Rodrigo Subirá
Pipefy Staff
2 years ago
felipe-moreira21
felipe-moreira21Regular Participant
asked in Ask the Community
How to create a recurring activity to run every 14 days?

My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?

5
Juliana Spinardi
Pipefy Staff
2 years ago
lucas-stern
lucas-sternNew Participant
asked in Ask the Community
Delete Members using API

Hi,its possible to delete a member, or at least remove a member from a team using the API?I dind’t find a mutation for that

1
Nicole Chiroli
Pipefy Staff
4 years ago
M
minhle1803New Member
asked in Ask the Community
Show Dynamic field in the card

Hi team,As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly.However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you! 

8
marcosmelo
6 months ago
abhatt
abhattInspiring
asked in Ask the Community
Customize Public form "After Submit" message

Hello Team,I want to customize the message “Do you want to submit another response?” to something else on a public form. How can I  do this please?

2
Lucas Democh
2 years ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Field Conditionals need to recognise 'current user'

RequirementIn the absence of Parallel Flows in PipefyApproval Processes can hold up an entire process when some phases in a process could continue whilst an Approval is sought.For example, imagine Phases A,B and C need approval before Phase F can be undertaken but Phases D and E could be undertaken whilst approvals are sought on A,B&C.SolutionPhases A,B and C have an Approval Assignee field.  When Fred, the user assigned for Approval opens Phase A, a field condition detects that ‘current user’ = Phase A Approval Assignee and shows a (previously hidden) Approval Date fieldWith this approach, a Card needn’t move to a dedicated Approval Phase. Approval is possible in the Phase in which it was requested

5
marcosmelo
5 months ago
T
TMZNew Member
asked in Ask the Community
Is there a Pipefy Phone App?

Does Pipefy offer a mobile application, or is it exclusively a web-based platform?

3
P
2 months ago
T
Taylor WilsonNew Participant
asked in Ask the Community
Data security and risk assessment

Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you

3
rafael.jefte
1 year ago
ruben_zamudio
ruben_zamudioRegular Participant
asked in Ask the Community
Migração de Processos

Olá Pessoal, Tudo bem? Gostaria de saber se todo o trabalho feito (pipes, bases de dados, planilhas, dados, etc) com uma conta e-mail poderia ser transferido para outra conta de e-mail? Sds //Rubén

1
Nicole Chiroli
Pipefy Staff
3 years ago
adm-allmarketsolution
adm-allmarketsolutionNew Member
asked in Ask the Community
E-mail view on app

Does anybody know why is not possible to track emails from pipey app?app is so limited now

1
anggela-leiva
Pipefy Staff
1 year ago
epz0rz
epz0rzNew Member
asked in Ask the Community
query to generate/grab the public url for private card

Hey there! I am looking to build an automation to enable a public URL for a card when it enters a phase so I can auto-send this to a manager over slack. The expected URL is the same one that comes in when the built-in email template runs and sends the link to a manager who’s been added for approval.For additional context, I currently am using Okta Workflows to run automations when it receives an HTTP response from Pipefy with the card details, which I am then able to run GraphQL queries/mutations as needed. At the moment, we have it set where when a new ticket is created by an end user where it requires their manager approval, it will move the card into the Pending Approval phase, which is where I want to then grab that URL and share to a manager over slack. I tried digging into the docs but haven’t been successful. If anyone’s done something similar, I’d be curious to how you may have resolved/handled this. Thanks,Eddie

3
D
1 month ago
A
Pipefy Staff
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? 

3
Juliana Spinardi
Pipefy Staff
3 years ago
chrgilles
chrgilles
asked in Ask the Community
Strange card field in kanban view...

Hi all,I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others…Those fields appears suddenly without any capability to change or move it...When i’m opening the card, field appears on the top of the card, with no capability to delete or move it.Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

6
Leandro Almeida
Pipefy Staff
8 months ago
renan_marcelo
renan_marceloNew Member
asked in Ask the Community
Dúvida sobre Possibilidade de Divisão em Massa de Card Pai

Olá, espero que estejam bem. Tenho um pipe, em que quando chega um card na fase final, o objetivo é criar um card filho, com base nesse card pai, em um pipe destino. Porém, existe uma certa conexão nesse card pai, que se houver diversos registros vinculados, eu tenho que criar a mesma quantidade de cards filho no pipe destino. Por exemplo: Se neste card pai houver 10 registros na conexão, eu tenho que criar 10 cards filhos no pipe destino. Sendo assim, gostaria de saber se sabem de alguma solução (automação) para agilizar esse processo, de forma que fique menos manual. No aguardo, obrigado.

9
Lucas Democh
1 month ago
Priscila Rodrigues
Pipefy Staff
Priscila RodriguesProduct Manager
posted in Ask the Community
Lançamento - Um novo portal de solicitações está disponível!

Temos o prazer de anunciar o novo Portal de Solicitações, o catálogo central de serviços para seus solicitantes!Se você já usava o portal para divulgar seus serviços, vai gostar ainda mais do Novo Portal. Desenvolvido para transformar a maneira como sua empresa gerencia solicitações, nosso portal é uma solução integrada e personalizada para diferentes áreas entregarem uma experiência de autoatendimento segura e intuitiva para funcionários, clientes, fornecedores e mais.  Abaixo estão as principais funcionalidades do Novo Portal:Personalize com a identidade visual da sua empresa: personalize o nome do seu portal, banners, imagens, vídeos, cores de texto, e muito mais; Mais fácil de construir com elementos arrastáveis, tornando a construção do portal mais simples e intuitiva; Destaque formulários frequentes e crie páginas específicas (sub-portais) para agrupar conteúdo por departamento ou assunto; Acesso rápido a links de ajuda e documentos relevantes diretamente no portal; Outros usuári

1
marcosmelo
3 months ago
abhatt
abhattInspiring
asked in Ask the Community
Multiline text box watermark text

Hello Team, Can we add watermark text to a multiline text box field? Regards,Avni Bhatt

1
alicereis
2 years ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiNew Member
asked in Ask the Community
New PipeFunction: Chatbot | Official release date

Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well.  We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance! 

3
Diego Anselmo Saiotti
11 months ago
Marieli Cecília
Marieli CecíliaNew Member
asked in Ask the Community
AGENDAMENTO DE ENTREGA

Boa tarde, Como faço para agendar a entrega do pedido 4900013210 - Cientificalab?

2
Lais Laudari
6 months ago
pedroeternalss
pedroeternalssNew Member
asked in Ask the Community
Alterar URL do Form Pipefy

Alguém sabe dizer se podemos alterar a URL de um formulário público para que receba um valor via queryParams ?Esse servico_id vem de um sistema feito com Angular.Ex.: https://app.pipefy.com/public/form/qwertyui?servico_id=123456

6
L
18 days ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Support team availability

What is the availability of the support team? It will depend on the plan that I have?

1
Paola Botelho
Pipefy Staff
3 years ago
owen-kosnen
owen-kosnenNew Member
asked in Ask the Community
Pipefy Cards export to Word Doc

Is it possible to export Pipefy Cards to Word Doc ?Perhaps some kind of integration or automation that enables automatic transfer of information from Pipefy cards to a word document each card.

4
Lais Laudari
5 months ago
adm-skysolar
adm-skysolarNew Member
asked in Ask the Community
Qual a quantidade máxima de envio de emails nos planos business e enterprise?

No plano free, são poucos emails permitidos por dia. Mas não localizei essa informação à respeito dos outros planos.

3
rachel-antonini
Pipefy Staff
2 months ago
producto
productoNew Member
asked in Ask the Community
Do I have a limit on card creation in a pipe?

Hello, I currently have a connection set up between Zapier and Pipefy to transfer data from Excel and create new cards in a pipe. However, I'm wondering if there are any limits on the number of cards I can create within a pipe?"

3
natalia-manffre
Pipefy Staff
5 months ago
katrina-mackenzie
katrina-mackenzieRegular Participant
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. 

3
katrina-mackenzie
2 years ago

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