Skip to main content

Ask the Community

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

  • 667 Topics
  • 2,169 Replies
667 Topics
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
luisa-dieter
luisa-dieterExplorer
posted in Ask the Community
Move a card after a connection is made

Hi everyone! I currently use Pipefy for production quality control and I need your help trying to find a workaround for a big issue I have...I have a pipe for product assemblies and another pipe for all the individual parts (that need to be assembled). In the start form of the assembly pipe, there are connection fields where I connect the cards of the individual parts from the other pipe. My need is that every time a part card is connected to an assembly card, the part card moves to the next phase.I know Pipefy does not have a native way of creating automations from connections, but I would like to know if you have any ideas of workarounds I could apply to this situation. Today I need to manually move all the part cards when they are assembled and that is a nightmare :(Thank you!

2257
alicereis
brennomaeji
brennomaejiNew Member
asked in Ask the Community
[GraphQL] Can I filter cards by custom field values?

I’ve seen here (https://developers.pipefy.com/changelog/new-graphql-feature-query-cards-by-updated_at) that we can filter cards by using built-in field liks update_at. How can I filter my cards by a custom field? Let’s say i have a field called “customer_id”. I tried this but didnt get it to work: query allCardUpdatedYesterday { allCards(first: 20, pipeId: 123,filter: { field: "customer_id", operator: equal, value: "87y8-b7a6b-8a6c"}) { edges { node { id title } } } } Do I have to prefix the field id with something? The response I get does not add much: {  "data": {    "allCards": null  },  "errors": [    {      "message": "Something went wrong",      "locations": [        {          "line": 18,          "column": 3        }      ],      "path": [        "allCards"      ],      "code": 30000,      "type": "ExecutionError"    }  ]}

13122
tiago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community
How to set default company

Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah

772
Sarah Lane
Yaseen KAMALA
Yaseen KAMALANew Member
asked in Ask the Community
Calling a field value from the Form

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

1733
Lais Laudari
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community
HTML markup for hyperlink in public form

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

30712
Sarah Lane
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community
Request Tracking not working

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

3526
Sarah Lane
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community
Deleting PDF template

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

661
Lais Laudari
Sérgio Moreira
Pipefy Staff
Sérgio MoreiraPipefy Staff
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?

8024
tsartori
tsartori
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

454
tsartori
genietim
genietimLegend
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!

1728
Nicole Chiroli
Pipefy Staff
ricardo-fornari
ricardo-fornariInspiring
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?

2835
Rodrigo Leite
Pipefy Staff
tsartori
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. 

1335
tsartori
edward16
edward16Explorer
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

1385
genietim
samjeffress
samjeffressExplorer
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

6603
lais_lot
Pipefy Staff
palani-subbiah
palani-subbiahNew Member
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.

2821
Ezequiel Souza
joao-neves3
joao-neves3Explorer
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?

1453
joao-neves3
albergamin
albergaminNew Member
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

1444
A
ricardo-fornari
ricardo-fornariInspiring
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
genietim
ricardo-fornari
ricardo-fornariInspiring
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.

312
ricardo-fornari
gabrielamattos
gabrielamattosExplorer
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

601
Lais Laudari
Fernandino Tavares
Fernandino TavaresNew Member
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. 

2432
tsartori
Sarah Lane
Sarah LaneBrainy
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?

1122
Sarah Lane
Sarah Lane
Sarah LaneBrainy
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​​​​​​ 

1252
Sarah Lane

Community Experts Leaderboard

Terms & ConditionsCookie settings