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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?
I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.
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.
I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}"
Hi Doers!Wondering if anyone has suggestions for ways to configure a Pipefy form that requires a signature.We have certain forms that require a signature for legal reasons (our code of conduct acknowledgement form, for example). I don’t see a “signature field” as an option in Pipefy but thought some of you might have come up with ways around this.Open to any ideas you might have!
Looking for some help from the community on how to handle this process in Pipefy:We have an onboarding pipe. Sometimes managers will complete the public start form before they know what the name of the new hire is or their start date i.e. they know they’re hiring a new Technician, but haven’t selected the person yet. We have questions that allow them to submit the start form without providing the name and start date of the new hire. However, we want them to be able to update us with the name and start date once those pieces of information are known. Currently, we just ask the manager to email us when they know that information and we manually update the card with that data.I’m trying to find a way for the managers to be able to submit another form - an update form - that will then connect to the original onboarding card so that the data is combined. I’m assuming I’ll need to use connections and possibly automations too, but I can’t quite figure out how to make this work. Any recommenda
I'm trying to create a new table record using a field which is a connected record from another database. Using the GUI I can create and connect table record with no issues. But, when I run using the Graphiql Explorer I got the following message: Value You don't have permission to connect these cards/table records. Both databases has the Public Permission checked. I tried using the API (new version) and presents the same problem.
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.
Hi! I'm working in a python script that read some fields from all cards from a pipe and them write it to pandas in Python. The main idea is to iterate through all key values from json list. Here's my code: import requests import jsonurl = ""https://api.pipefy.com/graphql""payload = ""{\""query\"":\""{ allCards (pipeId:127682, first:50) { edges { node { id title fields { name report_value updated_at value } } } }} \""}"" headers = { 'authorization': ""Bearer ""my_token"""", 'content-type': ""application/json"" }response = requests.request(""POST"", url, data=payload, headers=headers) print(response.text)Since here, all it's ok.But when I try to parse it with json with this code:json_dic=json.loads(response.text)for key in json_dic: print (key,"":"",json_dic[key])I just got an another list like the first ""print"", it seems that ""response.text"" is not a dict object, so when I parse it with json.loads, script can't identify the keys and separate them.Whats going wrong?Thx!
I'm trying to use the property ""connectedRepoItems"" in ""fields"", but even my card has one or more public table records associated, I got null values.{card(id: ""XXX"") {fields { connectedRepoItems }}}answer:{""data"": {""card"": {""fields"": [{""connectedRepoItems"": null},{""connectedRepoItems"": null},{""connectedRepoItems"": null"
Can you help me in designing a Conversion Funnel Dashboard in Dashboard Beta?
It would be very interesting if the cards automatically showed the expiration date based on the SLA established in each phase.
When we write a phone number that starts with 55, we have no problems. But when we write a phone with other numbers at the beginning, it is not possible to save it.
What browser and version are supported by Pipefy and if there any other technical requirements ?
Is it possible to get the id of a deleted card via webhook using something like a action "card.delete"? It would be very useful to keep a database based on cards up to date.
How do you ensure data security and also authorisation/role management to ensure people can only see what they need to as part of a workflow?
Hello, is it possible remove an assignee via API? I'm trying to use updateCard https://api-docs.pipefy.com/reference/mutations/updateCard/ without success
Hello everyone!The company I work for (AMI) is all about accessibility, especially in media and technology.When we started working with Pipefy we did some testing and determined that the public forms aren’t the most accessible for someone using a screen-reader. This is something we’d love to see improve with this tool in the future and I’m curious if other Doers out there would have interest in that for their organizations as well.Also curious if this is something Pipefy would be interested in working on in the future. Although it’s often assumed that there aren’t that many people who would benefit from making an application more accessible, it can actually have huge benefits and appeal to a much wider audience than you’d imagine. And, from what I hear, sometimes the coding changes that can make a big difference for accessibility are easy to implement. For those interested in learning more about web accessibility, this site is a great place to start: https://www.w3.org/WAI/fundamentals
Pipe as a View StatusPipefy could have a feature / automation that allow copy from a Pipe specifics cards (based on criteria) to another Pipe (read-only) to be accessed by customers / users to follow-up cards.
Hi,I am creating an APP to show some information inside a modal. My idea is: Create a button, when clicked I will show the modal with an URL content. Not a big deal accordingo to the documentation https://developers.pipefy.com/docs/card-buttons.I`m using glitch.com as server side and I wrote a HTML ‘hello world’. index.html'card-buttons': function(p, pipe) { return [ { icon: './images/icon-blue.svg', text: 'Advogado', callback: function(p) { p.modal({ url: './modal.html', height: '50%', width: '50%', }); }, }} Modal loading Modal response code 200 Modal iframe content My problem is: The modal keep loading forever. When I inspect the network traffic I can see the response code 200 and the ‘hello world’ content inside the iframe, as expected! but the modal keep loading and does not show the iframe content.Any idea guys?
What kind of ongoing technical support is required or does the local IT team get trained to handle Pipefy?
HI Team, In Our pipe: 1004580 , A card is getting created multiple time with title:[66.0, 76.0, 67.0, 75.0, 49.0, 48.0, 54.0, 48.0, 54.0, 55.0] Can you please tell me how I can delete those duplicate cards.
Hello! I tried using the Dashboard feature today and found a couple bugs that I’d like to share! 1) Can’t select my Dashboard: I created a Dashboard and then was creating a chart. When I finished creating the chart I couldn’t select the Dashboard to add the Chart in: 2) When creating a Pie Chart, I feel like every little change I do causes the Show Values checkbox to get unchecked:
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