Ask the Community

HiMy customers are complaining about the missed feature that they see attached files in the Request Tracker.Is there some adjust or configuration to permit this? Thanks Ezequiel Souza  

CAN A CARD ONLY HAVE 1 ENTRY ON THE CALENDAR? ALSO, IS THERE NOT A WAY TO MAKE THE FIELD NAME DISPLAY ON THE CALENDAR INSTEAD OF THE CARD NAME?

Hello there. I'm the UX Researcher at Pipefy and we're designing a new email feature into our product. Have you used Front app, Spark Mail or Hive for work? We'd like to know the good and bad things you've seen on those softwares. How about a 30 min interview?If you fit to that profile choose the most convenient time for you and schedule a session with me. Thank you already! 

I imported a spreadsheet to a DB yesterday. Everything seemed to be done successfully, however it has been almost 24 hours and no records have been added. I cannot tell what the problem is or if this is just how long it takes. I went in and looked at the history in the importer app, and this is what shows up: Please advise. Thanks!David

Currently, I set up my Pipefy Account to log in with GitHub. Is there any way to change this to use another login type, such as Google or normal Username/Password combo?Best regards,

Hi, I would love to create a database where I can store records from customers and requesters. The idea is to use this information across multiple processes. Is that possible? 

I would like to find questions which I can answer. How can I sort this community forum, the list of all questions, to show which have not yet an answer assigned?

When a card is in a specific phase, can you add a due date to a checklist?Orcan you add a due date to a specific phase rather than the whole card?

Hi, I want to add a specific label to a card a using the API.  I have found this: https://pipefypipe.docs.apiary.io/#reference/0/update-card and this https://api-docs.pipefy.com/reference/mutations/updateCard/. The part I am unsure if if  I am required to send “all the basic information” including the new label … or … if there is a way t ouse the API to “Add X Label”? Doeos it need to be:mutation{ updateCard( input: { id: 2762646 title: "New Title" due_date: "2017-08-20T21:00:00+00:00" assignee_ids: [00000] label_ids: [890073] } ) { card { id title } } } Or can it it just be mutation{ updateCard( input: { id: 2762646 label_ids: [890073] } ) { card { id title } } } with 890073 being the ID of the new label. :) Also, how can I find the ID of a label without using the API? Thank you for your help

Hey,I have one simple question about fields.There are many pipes similar, maybe 10. I need to move a simple field in a phase for another phase, but it`s need reflect in all cards, not only the newest. Maybe is it possible do it with Graphql ? Thank you.

Heres the answer after i couldnt refresh dashboard in powerbi service of microsft For custom connectors to work with the on-premises data gateway, they need to implement a “TestConnection” section in the custom connector’s code. This section isn't required when you use custom connectors with Power BI Desktop. For this reason, you can have a connector that works with Power BI Desktop, but not with the gateway. For more information on how to implement a TestConnection section, see this documentation.

When editing E-Mail templates, Pipefy tends to add spaces around fields’ values where I do not want them. I try different ways, e.g. removing in HTML, removing in WYSIWYG editor, but they always come back after re-opening the E-Mail template. It is very annoying and time consuming. Did anyone find a solution or workaround for this problem?I understand that there is no documentation for the E-Mail templates API, right? So I can not build something separate e.g. with GraphQL API or fix the issue programmatically either. Any ideas?The beta version is not better in this regard either, unfortunately, as the problem persists there too.

Hi, I'm trying to update fields in a card, no problem with texts and dates so far, however, I don't know how to change Label Select fields or Assign To fields. This is an example of what I've been trying:{""query"": ""mutation{ updateCardField(input: {card_id: 25250812 field_id: \""priority\"" new_value: \""Medium\"" }){ card{ id } } }""}Response doesn't throw an error, but the card is not updated. Thanks in advance.

How can I get a phase ID using API? The 'Show Pipe' request returns the name of the phases, but not the IDs, I understand I can get it from the URL of the phase but I'm trying to retrieve it from the API.Thanks

We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?

So, we’re backed up right now. Is it possible to just hit my shareable link to my Public Form and take it off public essentially “closing” the request form temporarily? Does it impact any card history? 

Is it possible to change the order you see your Pipes when using the mobile application? It seems that my “starred” pipe appears last on the mobile view.

Hello everyone I’m currently beginning to use pipefy for inventory control as described in: https://help.pipefy.com/en/articles/875875-inventory-control, everything is ok except that I need associate an equipment or group of equipment to a user once, this is in order to avoid associate the same resource to different users twice. So I wonder: is there a way to associate one or more equipment to a user in order (from my equipment data base) to avoid resource reuse? 

Hi there!Just curious about the Pipefy badges I see on some peoples profiles. Is there a list of badges posted somewhere and how do people earn these badges? I couldn’t find anything about it in the existing posts, but perhaps I missed something? Sarah

Hi I have a Service Catalog with SLAs used to calculate the Due to.  But the calculation in calendar days, but I need to calculate in Business day.  Is there a way to do this? Thanks

Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?  

Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy.  I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated! 

Is there a way to export the history from a card - the section under Activities where it lists what was changed, by whom, and on which date? We’d like to be able to do this to keep backups of our records, but I haven’t found a way to do so.I know you can export the card data via a report, but the reports only have a little bit of the activity information from what I can see (last updated date etc.).This is somewhat related to the question asked here:  

Hi, how can I get conditionals and automations with API

hello, I heard rumors that the rest API for card queries with GraphQL will be closed for all organizations in the future.  Can you confirm it?