- - Knowledge base
Products Updates
Ideas
Events

[NOVO] Curso Pipefy AI

6 days ago

Home
Community overview
Discussions
Ask the Community

Ask the Community

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

583 Topics
2,006 Replies

When you subscribe we will email you when there is a new topic in this category

583 Topics

Newest first

Recently active Most replies Most views

victor-undaNew Member

asked in Ask the Community

Creating a Panel with info from diffrent Pipes

Dear Piper Comunity:Is there a way I can create a panel or report with info from different pipes?

1 month ago

danilo-chagasNew Member

asked in Ask the Community

GMT de formulário público

Olá, tudo bem?Estou enfrentando um problema com GMT de formulário público. O email e as informações dos pipes e perfil do usuário estão todas setados para GMT-03h00 Brazil-East, inclusive todos os templates de email. A informação no card está correto, assim como no email. O problema ocorre quando acesso o formulario publico, que altera a hora para GMT-00h00. Alguém tem ideia de como ajustar??Obrigado

1 month ago

victor-undaNew Member

asked in Ask the Community

How do I clone a phase inside the same pipe?

Dear friends:Can anybody show me the way to clone a phase inside the same pipe?

1 month ago

raullemelleNew Member

asked in Ask the Community

Modify Multiple Fields' Settings at Once

Hello everyone,While working on a form, I noticed that it is not possible to select multiple fields to change their settings simultaneously, such as making bulk changes.Even if these fields are different in classification, it would be helpful if only the common settings appeared.Would this be the next feature to be added? Or is there already a way to do this?

1 month ago

douglas-santanaNew Member

asked in Ask the Community

Gerar múltiplos campos a partir de quantidade especificada

Olá, Gostaria de saber como posso (se é possível) gerar campos no formulário a partir da quantidade especificada no campo anterior. Existia um pipe com esta função anos atrás, porém foi excluído e não encontro uma forma de replicar. O pipe é para criação de briefings que podem conter diversas peças. No fluxo antigo, existia um campo de números em que, ao incluír o número, alguns campos apareciam repetidos de acordo com a quantidade preenchida, ex: informei no campo de números que preciso de 5 peças, logo abaixo apareciam 5 campos, um para cada peça. E isso variava sempre de acordo com a quantidade de peças informadas. Acredito que os campos condicionais não são viáveis neste caso, pois eu precisaria criar um campo para cada quantidade possível, e existem casos de briefings com mais de 100 peças. Existe alguma forma de gerar os campos de forma automatizada a partir de um número especificado no campo anterior?Abaixo exemplifico como era no fluxo antigo que mencionei. Ao preencher o camp

1 month ago

kmukaiNew Member

asked in Ask the Community

Http request automation using form data

Is it possible to make an http request (automation) with XML content?

1 month ago

Tiago SouzaNew Member

asked in Ask the Community

How to Include a PDF with Form Information in Automated Emails in Pipefy?

Hello everyone,I use Pipefy and I have a question about how to solve a situation in my workflow.I have an initial form with several text fields. When I fill out this form, a card is created in the initial phase called "Backlog," which automatically sends an email to certain people. What I need is for this email to include a PDF with all the information filled out in the initial form.If I insert the dynamic fields directly into the email body, the information appears in the message, but the email becomes very long because of the amount of data. Therefore, I thought of including a PDF in the email. The email message would only have a phrase like "for more details, please see the attached PDF" or "for more information, please check the PDF at this link.”Does anyone know if this is possible? If so, could you explain how to do it?Thank you!

2 months ago

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

1 month ago

TMZNew Member

asked in Ask the Community

Mobile App: How do you get the users to only see the pipes & cards assigned to them?

Please can you add screen shots to your answers. Thanks

2 months ago

TMZNew Member

asked in Ask the Community

Mobile App: How do you get the users to only see the pipes & cards assigned to them

Please can you add screen shots to your answers. Thanks

2 months ago

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?

2 months ago

MatheusSouzaNew Member

asked in Ask the Community

DataBase esta vindo com o campo da Distribuidora em número. Como converter para a Sigla?

Prezados, bom dia!Eu tenho um Pipe conectado a um database, mas ao entrar no Database, para olhar o campo de distribuidora, notei que está vindo o número, e não a sigla (Imagem 2). Eu tenho um database da Distribuidora / Transmissora que tem a Sigla (Imagem 1). Eu consigo passar a Sigla para o DataBase?

2 months ago

lindomar-juniorNew Member

asked in Ask the Community

Como inserir campos dinâmicos no workato

Preciso inserir dados de campos dinâmicos do Pipefy Estava ocorrendo um erro na fórmula e identifiquei que a causa era o uso de aspas duplas. Removê-las resolveu o problema, e essa dica acredito que pode ser útil para outras pessoas.

2 months ago

evelin-giovanelli-viaflowNew Member

asked in Ask the Community

Automação para criação dinâmica de cards em fluxos de controle de convidados VIP. Valor de cards dinâmica

Oi pessoal, tudo bem? Gostaria de ajuda para entender se há uma forma de criar cards em um fluxo com base em um valor dinâmico, permitindo definir a quantidade de cards que desejo criar. Atualmente, consigo usar a automação com um gatilho, mas isso cria apenas um card por vez. Por exemplo, em um cinema que gerencia convidados VIP, cada card representa uma sessão com informações como data, hora, local e quantidade de ingressos. Para otimizar o tempo, gostaríamos de uma automação onde possamos especificar quantos cards queremos criar ou duplicar de uma vez, e depois ajustar apenas os dados necessários.

2 months ago

evelin-giovanelli-viaflowNew Member

asked in Ask the Community

Automação para criação dinâmica de cards em fluxos de controle de convidados VIP

2 months ago

Lucas Ferreira LopesNew Member

asked in Ask the Community

Personalização de url de forms público

Olá, possuo o formulário público https://app.pipefy.com/public/form/tJyrkSHY e gostaria de parametrizar algumas respostas pré setadas a url, li diversos tópicos informando forma de fazer isso, por exemplo, gostaria de pré preencher o campo e-mail, então a url seria: https://app.pipefy.com/public/form/tJyrkSHY?E-mail=teste@teste porém esses parâmetros não funcionam, o objetivo final é criar diversas url personalizadas e associa-las a qrcodes, principalmente para que campos como local onde a pessoa está scanneando o qr code sejam pré preenchidos, comecei com o exemplo do e-mail por ser mais simples, mas não estou tendo sucesso em faze-lo funcionar.

2 months ago

marcosmeloPipefy Legend

posted in Ask the Community

Novo gerente da comunidade?

Olá pipefy, quem será o novo gerente da comunidade?

2 months ago

marcosmeloPipefy Legend

posted in Ask the Community

New community manager?

Hello pipefy, who will be the new community manager?

2 months ago

vitoriatcNew Member

asked in Ask the Community

Pipe card automation

Hello, I would like some help finding a solution to a problem. In a purchasing process, the requester opens a ticket with the products they need to be subsequently requested for purchase. I would like to find a way to unify the items from my tickets into a single card to proceed to the purchase phase later.For example: João requested 3 pens and 5 notebooks. Maria requested 6 notebooks, 3 pens, and 2 pencils. From these requests, 2 cards were generated in my pipe.To proceed with the purchasing process, I need a single card containing the total of the open tickets, that is, with 6 pens, 11 notebooks, and 2 pencils.How do I do this in Pipefy?

1 month ago

ManuSanchesNew Member

asked in Ask the Community

Mention someone

Some people in our organization don’t receive any notification when they are mentioned in a comment.In some pipes we use the comment section to sinalize to others when part of the job is done or something else is needed. It’s easier than doing in through other platforms. However, some of us are not getting notified. Not when we click on the notification bell inside Pipefy nor per e-mail.We already checked their notification settings and disabled it and then enabled it again but nothing. I already reported it to our representative with pipefy more than a month ago and still haven’t gotten any feedback.

2 months ago

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.

2 months ago

TMZNew Member

asked in Ask the Community

Date Format: DD/MM/YYYY

Hi guys, I’m failing to change the date format from MM/DD/YYYY to DD/MM/YYYYResult in email:

2 months ago

megann1092New Member

posted in Ask the Community

Exploring Workflow Automation: Seeking Tips and Best Practices!

Hello everyone!!😀My name is Megan and I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

2 months ago

megann1092New Member

posted in Ask the Community

Quin Ackerman here!!

Hello everyone!!😀 I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

2 months ago

TMZNew Member

asked in Ask the Community

Adding buttons to email template

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template. Please can you also add a screenshot of the coding with your illustration. Thanks

2 months ago

Page 2 / 24

Community Experts Leaderboard

Terms & Conditions Cookie settings

Sign Up Now!

Already have an account? Login

Username *

Company's email *

Phone Number

Department *

Are you already a Pipefy user?

(Private)

Only you and moderators can see this information

Yes Not yet

Job Title *

Company *

Company Size *

Country *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Join us in the Pipefy Community! 🚀

No account yet? Create an account

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.