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this system doesnt have an internal viewer for a simple uploaded PDF.. every time u click on an uploaded PDF it downloads the PDF to your computer this is causing a massive overload of copies non stop for me. fix it please. like today
How can I change this flag:to have another default?
I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase. Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase. If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.Can anyone please help me with this matter? Thanks!
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?
How to change the currency field to Euro or other currencies?
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
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!
Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?
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
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!
Hello Everyone, I just need the query to do a card-table relation and a table-table relation
Hi, i recently came to know about pipefy. Im social media marketer and i mostly use Whatsapp for that. Groups are main source for my content share for cheetah links tiktok whatsapp groups. How do i automate groups by using some type of software or any other thing
Please assist - How to display 2 results from 2 different columns from the database on a card
I have probleme with create record in a table, I use the code bellow, but its not working the payload string….. import requestsurl = 'https://app.pipefy.com/graphiql'payload = "{\"query\":\"{mutation {createTableRecord(input: {table_id: "n1kpekCb", title: "my record", due_date: "2017-12-31T00:00-03:00", fields_attributes: [{field_id: "nombre", field_value: "Tom"}, {field_id: "apellido_paterno", field_value: "tom@trindade.com"}, {field_id: "apellido_materno", field_value: "Trindade"}, {field_id: "n_documento", field_value: "Tom"}, {field_id: "correo_electronico", field_value: "tom@trindade.com"}, {field_id: "telefono_celular", field_value: "tom@trindade.com"}, {field_id: "estado", field_value: "Activo"}, {field_id: "vendedor", field_value: "Sí"}, {field_id: "comprador", field_value: "Sí"}, {field_id: "arrendador", field_value: "Sí"}, {field_id: "arrendatario", field_value: "Sí"}]}) { table_record { id title due_date record_fields { name value } } } }\"}"headers = { 'authorization':
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
Hi Everyone!I was wondering if it’s possible to attach a document uploaded on one of my cards in my pipe as an email template?I know that you can use the Dynamic Field to get the link to the document, but what I really need is the document attached to the email, not the link to the file.I don’t know much about integrations, so maybe there’s something in that area that could help me. Thank you all!
Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping
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
Hi, Is that possible to store a SQL command in a long text field? PLAN B: store a .sql file, but its not the best way :(
Hi, doers! I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company! Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of. Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy? What are the main benefits of using Pipefy? Solution (just be careful while sharing a screenshot because it might contain sensitive information) Testimonial I am looking forward to seeing some remarkable use cases from community members!
Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?
I have a REST service that sends a customized email notification to all employees. [ With JSONas input ]I want to integrate this REST API with Pipefy, so when a card is created in pipefy, I want toformat card info (Data from Pipefy webhook) and do the job.Information:Created a webhook in pipefy using "https://app.pipefy.com/graphiql" using mutation"createwebhook" and, webhook is created with an idQuestion:How can I use this webhook and how can I call my own REST API (or how this webhookinteracts with my REST API ?)Please suggest
Its there any way of when we answer an email to a card, the images of the signatures dont be attatched to the card every time someone tag the email?
Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!
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?
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