Ask the Community

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

  • 514 Topics
  • 1,676 Replies

514 Topics

jason147
jason147Regular Participant
asked in Ask the Community

Pipefy emails going to spam

I have seen a few topics over a a couple of years about Pipefy emails going to spam or being auto blocked and the team always say “We will chat to technical support”. Why is this still a thing, years later

5
Lais Laudari
Community Manager
3 months ago
genietim
genietimPipefy Legend
asked in Ask the Community

How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

9
Lais Laudari
Community Manager
3 months 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
3 months ago
carl-bulls
carl-bullsNew Member
asked in Ask the Community

Ability to Show Two Dates on Calendar View

Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks

8
carl-bulls
3 months ago
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community

Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

6
C
3 months ago
N
Ninu22New Participant
asked in Ask the Community

Unable to login email

Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue? 

2
Lais Laudari
Community Manager
3 months ago
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community

Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

1
marcosmelo
3 months ago
leilanny-bv
leilanny-bvRegular Participant
asked in Ask the Community

Pipefy logo in emails

Hi all.  I’ve noticed that when using email templates to people outside my organization, it has the Pipefy logo on the top of the email, fairly large display.  Is there any way to remove this or make it smaller and it put below the content? 

3
ViniBevilacqua
3 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Name´s tags

Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?

4
marcosmelo
4 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Create a card in another Phase

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization? 

4
sistemas-lehit
4 months ago
T
Terri HemphillParticipating Frequently
asked in Ask the Community

Time Zone in email templates

I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?  

5
marcosmelo
4 months ago
pedro-docclick
pedro-docclickNew Member
asked in Ask the Community

reverse quote - How to automatically create 1 quote for each item added in the parent pipe

Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.

2
Lucas Democh
4 months ago
carl-bulls
carl-bullsNew Member
asked in Ask the Community

Permanently Filter a Database

Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.

4
carl-bulls
4 months ago
AstroBoy
AstroBoyNew Participant
asked in Ask the Community

Subscription bug

\Our subscription plan is Business , but now the PIPEFy informs that we have exceed starter plan. Any solution please? 

2
Lais Laudari
Community Manager
4 months ago
ramongb
ramongbNew Member
asked in Ask the Community

Search any field in Databases

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w

3
carl-bulls
4 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant
asked in Ask the Community

Test Automated Emails

It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created  a nice quick workflow for this?

5
Lucas Democh
4 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

DeadLine

Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day

7
marcosmelo
4 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Portals

Why do some pipes in a portal open in the same window and others open in a new window?

16
marcosmelo
4 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant
asked in Ask the Community

How To Create The Following Function: Interface Segment Links to Corresponding Card and Pipe When Clicked

My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)

1
Desirée Hoppe
Pipefy Staff
4 months ago
caio-leite
caio-leiteNew Participant
asked in Ask the Community

Send Pipe Id as a number on a webhook

I have a list with all the pipe ids I have to process (as numbers, like the pipe url), but when I send the request via webhook, the pipe_id arrives as some kind of hash.My webhook configuration:mutation {createWebhook(input:{clientMutationId: "1",actions: ["card.create", "card.move"],name: "Integration Name",email: "email@email.com",pipe_id: 302682925url: "https://...",}){  clientMutationId}}And this is what I'm receiving in my API:{ "Data": { "Action": "card.move", "From": { "Id": 123123, "Name": "phase 1" }, "To": { "Id": 321321, "Name": "phase 2" }, "MovedBy": { "Id": 123, "Name": "Usar Name", "Username": "user-name", "Email": "email@email.com", "AvatarUrl": "https://..." }, "Card": { "Id": 123123, "Title": "Test title", "PipeId": "2jz9X0eK" } }}This "PipeId": "2jz9X0eK" needs be the pipe number (302682925).How can I retrieve this information in the correct format?

2
marcosmelo
4 months ago
chomuni
chomuniNew Participant
asked in Ask the Community

Attachments automation

Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio

1
Ezequiel Souza
4 months ago
chrgilles
chrgilles
asked in Ask the Community

Impossible to add Css rules in an email template

Hi all,I’m trying to add css rules in an email template and the rules are automaticly removed when template is saved…It seems that only “online” rules are autorized.Is there a way to add other rules (header rules) ?Thanks a lot

2
Lais Laudari
Community Manager
4 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Backups

Hi Everyone, how can i make a backups of my pipes and data bases? 

3
Leandro Almeida
Pipefy Staff
5 months ago
boy-dvre
boy-dvreRegular Participant
asked in Ask the Community

Label titles

Hi,I've created different labels and customised them with colours.Do I have the option to edit the ones I've created? I can’t seem to remove or edit labels I’ve created.Thanks

2
boy-dvre
5 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Another super usar cannot see my work

Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?

3
marcosmelo
5 months ago

Community Experts Leaderboard

Terms & ConditionsCookie settings