Skip to main content

Ask the Community

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

  • 660 Topics
  • 2,147 Replies
660 Topics
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

3344
Mstuart
Valery N
Valery NNew Member
asked in Ask the Community
it is possible to move a crad between 2 different companies?

hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain,  somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?   i appreciate your comments 

2194
Lucas Democh
tecnologia-jera
tecnologia-jeraExplorer
asked in Ask the Community
PDF Modelo - tabela dinamica

Olá Comunidade.  Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo:  Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não?  GRato pela usual contribuição. att.Gilberto    

1592
tecnologia-jera
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase.  Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1631
Lucas Democh
varnfieldmaritz
varnfieldmaritzNew Member
asked in Ask the Community
Archiving or hiding of completed cards

HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards 

3873
Lucas Democh
tecnologia-jera
tecnologia-jeraExplorer
asked in Ask the Community
Publicação de pipe app via url compartilhada - Link expira

Olá ComunidadeTudo bem!!? Me chamo Gilberto e sou responsável pela adoção do Pipefy aqui na empresa www.jeracapital.com.br.Atualmente utilizamos o TRELLO para a gestão de nossos projetos que por sinal acabou se confundindo com gestão dos nossos processos.Para esta ultima iniciativa, decidimos pelo Pipefy e estamos expandindo diariamente o onboarding de colaboradores e processos, MAS estamos encontrando algumas dificuldades na mensageria e automações.Já percorremos alguns artigos lá na wiki mas confesso que não evoluimos o suficientemente.Atacando dois problemas pontuais já nos ajudariam a dar mais um passo:1) Quando publicamos um pipe app via url compartilhada o guest user ao inserir seu email no rodopé, é solicitado com seu e-mail. O link que vc recebe no email já chega expirado, e não conseguimos mudar. segue o nosso como exemplo: https://app.pipefy.com/public/form/3GpoJMt62) E o entendimento de automação na movimentação dos cards esta confusa. Na movimentação não estou conseguindo a

2482
tecnologia-jera
markjosepholaa
markjosepholaaExplorer
asked in Ask the Community
Cannot download or preview attachment - 400 BAD REQUEST

Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.

2105
Juliana Spinardi
Pipefy Staff
thaiannelourenco
thaiannelourencoInspiring
asked in Ask the Community
Connection field - Problems with startform view

Hello!Some people in our team have been facing the following dilemma: When clicking on a field that has a connection to another pipe, as soon as the startform is opened, the user cannot see the fields that are higher up, showing only the fields from the middle down. This has caused some discomfort for some people on the team, because when they try to scroll up, they sometimes click on the wrong fields or buttons. In some cases they can't access the search bar to add an existing card either. I would like to know if this kind of situation happens with you or anyone in your team. Can you help us? @rebeca.venancio @vitoria_lanes 

723
Sarah Lane
gustavo andrade
gustavo andradeNew Member
asked in Ask the Community
Download de PDF

Boa tarde,Estou tentando gerar um pdf através de um modelo recém criado mas quando pressiono “Baixar PDF” nada acontece. O modelo está funcionando e o documento é gerado, mas não consigo fazer o download. Att,Gustavo D

4447
lucaslencina
opsG5
opsG5New Member
asked in Ask the Community
Pipefy log in

Hi, Every time i enter my credentials in the home screen page, it takes me in but then kicks me out in the same instant… please assist.

5662
Nicole Chiroli
Pipefy Staff
thaiannelourenco
thaiannelourencoInspiring
asked in Ask the Community
'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of information.@rebeca.venancio if it works, Tais is gonna be happy 

836
genietim
P
Pipefy Staff
PeterPipefy Staff
asked in Ask the Community
What is a guest user in Pipefy plataform?

What is a guest user? What can it do? Can it view cards?

3322
ian-gallina
Carlos Piereti
Carlos PieretiExplorer
asked in Ask the Community
Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

1774
Carlos Piereti
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
There is a bug in in the new Pipefy 2.0 regarding to new colour feature to database and pipes

Hi All Recently I decided to use colours to enhance the visual of my Pipes and Database. After I applied the color the Resume Layout became empty and I lost the fields.   I had to add again and other bug appeared, the order of attributes don’t be show when you see in the card connected the details; Please advise to Dev team about these 2 bugs.Thanks

1091
Nicole Chiroli
Pipefy Staff
silvio.angelo
silvio.angeloExplorer
asked in Ask the Community
Apps Creation Pipefy Help Page is Missing

Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?

29011
silvio.angelo
genietim
genietimLegend
asked in Ask the Community
What does the "E-Mail delivered" checkmark actually mean?

In the E-Mail section of the card, there is a checkmark next to the date:Does this mean, that the recipient got the E-Mail? Or that they read it? Or just that there was no problem sending the E-Mail? 

751
Ezequiel Souza
Ezequiel Souza
Ezequiel SouzaLegend
asked in Ask the Community
Change card's color based on conditional, automation or other way

Hi Pipefy  Is there a way to change the card color using some rule based on field or automation? Thanks

1761
Nicole Chiroli
Pipefy Staff
rebeca.venancio
rebeca.venancioInspiring
asked in Ask the Community
Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

4392
rebeca.venancio
Jefferson Dourado
Jefferson DouradoInspiring
asked in Ask the Community
Approval made on Pipefy bu external

Hello all!! I really need a Help. I’m working in a process wich will have a card created in a Public Form. After the card creation and validations some of the cards are going to need an external approvalCan you see a way to get that approval not using email template?  

2407
Sarah Lane
ping-cheng
ping-chengExplorer
asked in Ask the Community
Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute,  I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

1545
genietim
inaki1
inaki1Explorer
asked in Ask the Community
Why the new screen is so full of information?

Why the new screen is so full of information?

501
Nicole Chiroli
Pipefy Staff
Eduardo Kano
Eduardo KanoLegend
asked in Ask the Community
Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms? 

1651
Nicole Chiroli
Pipefy Staff
mbhatia
mbhatiaNew Member
posted in Ask the Community
URL for "How Pipefy Works" needs to be corrected

 

521
Juliana Spinardi
Pipefy Staff
guilherme_plazza
guilherme_plazzaInspiring
asked in Ask the Community
Change "card title" criteria (pipe settings)

Hi!I have a question: when I change the "card title" criteria in the pipe settings, is there any way to update the cards that I’ve already created?Thanks!

3942
guilherme_plazza
genietim
genietimLegend
asked in Ask the Community
How can I automatically Process Incoming E-Mails?

I distinctly remember that at some point, it was possible to process content of incoming E-Mails in Pipefy. I would think something like “when E-Mail is received, set this attachment’s field value to the attachment of the E-Mail”, or “...set the E-Mail field to the sender’s E-Mail”, or “...set this short text field to the E-Mail subject”.Is/was this true? Is there still a possibility to do that? I know that there is an automation upon incoming E-Mails, but I could not find any option to access the E-Mail’s content, subject, attachment etc.

2111
Lucas Ivantes
Pipefy Staff

Community Experts Leaderboard

Terms & ConditionsCookie settings