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Hi, I would like to share my impressions about the new interface here What bothers me most is the clarity of the due date: Because it is not so clear and diffuse with the other information on the card… Another thing that bothers me, is the title of the apparent field on the closed card, just the answer (as it always has been) is enough: This makes the card size very extensive A good thing are the labels: At most I really liked the updates and the open card interface, what I still didn't like is the look of the closed 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
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.
Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible?
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?
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, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template.
How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?
I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.
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
Hello everyone. How can i filter phases by name? I don't know either. Here's what I'm trying:{ allCards(pipeId: 123, filter: {field: "current_phase", operator: equal, value: "456"}) { edges { node { id title current_phase { id } } } }}But it says: Something went wrong :-(Any help would be much appreciated.
Hi, Can't figure what is wrong with my code in Python, I'm trying to get all the pipes from a company, my code is the following and the response I getting is 404, I already tried different things like make the "query" in a single row using "\" to escape the caracteres: import requests url = "https://api.pipefy.com/graphql" headers = { 'authorization': "Bearer company_token", 'content-type': "application/json" } query = """ { "query": "{organization(id: 16094){pipes{id}}}" } """ response = requests.get(url, data=query, headers=headers) print(response.text)
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
I'm trying to create a new card:mutation {createCard(input: {pipe_id: ""XXX""fields_attributes: {field_id:""ZZZ"", field_value: ""AAA""}parent_ids: [ ]}) { card { id title } }}The field_id is related to a Database connection. The field_value is a record from that Database.The pipe has the connection configured. Manually we can enter that field with no problems, but, using the API I got the following error:{""data"": {""createCard"": null},""errors"": [{""code"": 30006,""locations"": [{""column"": 10,""line"": 1}],""message"": ""Invalid inputs: Erro no campo \""ZZZ\"": Value You don't have permission to connect these cards/table records."",""path"": [""createCard""],""type"": ""MultipleInvalidInputErrors""}]}
How can I change this flag:to have another default?
I built a python code to connect Pipefy to PowerBI, and achieved the result of a general exported report through a cards query, gathering all field data. But, connection fields only return their title in a similar fashion to “[connected_card_title]”. Searching the API documentation I found reference to:CardField values information, connectedRepoItems queryWhich I thought would be the solution to gather connected field data. Still, it only added to the field object the following:{'connectedRepoItems': [{}], 'name': '...', 'value': '...'}It can identify, correctly, which fields are connections, returning [{}], and which fields aren’t returning ‘None’. However, there is no information attached that could lead me to the connected card or register data. Is there a way to directly gather data from a connected field, or will I need to pull data from all pipefy sources and compare titles to achieve it? The problem of the latter is pipe connections where it’s possible to have cards with
I’ve got a bit stuck with this one in GraphQL.Background:I want to update a card which has a required connectionField (you need to create a new card, not link to an existing one). This ConnectionField is to a Pipe, where the start form has some required fields.GraphQL:I’ve been looking at using updateFieldsValues to achieve this, but don’t find how to:Update the conneciton field - which is equal to adding a new card via this connection field Filling in the required fields in this new card (so that it successfully is created)Appreciate any pointers or direction on this. If I haven’t made it clear enough please let me know, and I’ll improve the explanation.
Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field values was on the road map is it still? Edit2: also found this roadmap item where group of filters is in progress for reports, but this seams mostly unrelated to filtering cards on field values. No other item on filtering cards unfortunately.
Hi,I am trying to make an API call to createCard referring to this link.The documentation here seems to be a bit tricky. What are the fields passed inside the "fields_attributes"? How do I get the IDs of the fields in my instance?
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
I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan
I'd like to retrieve all fields that correspond to a new card from a specific column in my pipe. It's possible?
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!
import requestsimport jsonurl = "https://api.pipefy.com/graphql"# Static query works#query = """mutation{createCard( input: { pipe_id: 301421136 fields_attributes:[ {field_id: \"company_name\", field_value: \"Static Test Company\"} ] } ){ card { id title } } }"""# Variable query to testvariables = { "company_name": "My Test Company"}query = """mutation($company_name: String){ createCard( input: { pipe_id: 301421136 fields_attributes: [{field_id: \"company_name\", field_value: $company_name} ] } ) { card { id title } } }"""headers = { "content-type": "application/json", "authorization": "Bearer token here"}# Static query work#response = requests.request("POST", url, json={"query": query}, headers=headers)response = requests.request("POST", url, json={"query": query, "variables": variables}, headers=headers)print(response.text)I’m using the above code to try and create a card using a variable (company_name). The variable is a string (although in the api its listed as short_text)
Hello Team, I am trying to get a record by searching through the custom fields I have added. I get table records using default “title” field as below. But I have added custom field for e.g. SourceID and need to get table record using that field, how can I do that?query { table_records(search: {title : "Test"}, table_id: "<TABLE ID>") { edges { cursor node { id title url } } pageInfo { endCursor hasNextPage hasPreviousPage startCursor } }}
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