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

  • 595 Topics
  • 2,034 Replies
595 Topics
amanda_malaquias
amanda_malaquiasNew Participant
posted in Ask the Community
New interface

 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.

6702
amanda_malaquias
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Help database

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 }}}}}}}}}""}" 

1001
Roberto Chavarria
Pipefy Staff
3 years ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community
Forms that require a signature

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!

2302
lais_lot
Pipefy Staff
3 years ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community
Updating Start Form After It's Submitted

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

2255
Sarah Lane
3 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
Can't connect a tableRecord in to another table

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.

5042
genietim
3 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community
PDF Template

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. 

60210
jhonmaccuine
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
How to interate through all cards with Python in Pipefy

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!

15464
m.sabadini
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Get connected TableRecords from Card

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"

3031
Marcos Carvalho
Pipefy Staff
3 years ago
inaki1
inaki1Regular Participant
asked in Ask the Community
Conversion Funnel in Dashboard Beta

Can you help me in designing a Conversion Funnel Dashboard in Dashboard Beta? 

1986
mozart-morales
Pipefy Staff
3 years ago
eugenio.landesmann
eugenio.landesmannNew Participant
posted in Ask the Community
Show the expiration date of the card in each phase based on the SLA.

It would be very interesting if the cards automatically showed the expiration date based on the SLA established in each phase.

670
eugenio.landesmann
3 years ago
amadord
amadordNew Participant
asked in Ask the Community
Phone Number Validation

 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.  

2251
Nicole Chiroli
Pipefy Staff
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
browser and tech req

What browser and version are supported by Pipefy and if there any other technical requirements ?

1031
Marcos Carvalho
Pipefy Staff
3 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community
card.delete on webhook

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.

4581
Marcos Carvalho
Pipefy Staff
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Pipefy and Security

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?

1241
Paola Botelho
Pipefy Staff
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Remove assignee

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

2061
Marcos Carvalho
Pipefy Staff
4 years ago
Sarah Lane
Sarah LaneInspiring
posted in Ask the Community
Accessibility & Pipefy

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

842
Sarah Lane
4 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
Copy cards from Pipe to another Pipe using automation

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.  

3364
Ezequiel Souza
4 years ago
m.sabadini
m.sabadiniParticipating Frequently
asked in Ask the Community
APPS - How to show a modal with 'card-buttons'

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?  

2202
m.sabadini
4 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
technical trainning

What kind of ongoing technical support is required or does the local IT team get trained to handle Pipefy?

441
Paola Botelho
Pipefy Staff
4 years ago
mituj
mitujNew Participant
asked in Ask the Community
Delete cards in bulk selection

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.

9071
Luan de Araujo
Pipefy Staff
4 years ago
jorge.barbi
jorge.barbiRegular Participant
posted in Ask the Community
BUGs in Dashboard beta version

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: 

1402
jorge.barbi
4 years ago
J
John WilliamsRegular Participant
asked in Ask the Community
Add an attachment from card to email template

Hi, I'm trying to configure an email template where I would like to add an attachment to the body of the email. Is this possible? I'm asking that because I would like to email external requesters quotes we upload on cards.   

3773
Nicole Chiroli
Pipefy Staff
4 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Card info on webhook

Is it possible to pass aditional information when creating a webhook to get more information about the cards without the need of making aditional requests? Is the "headers" argument supposed to enable doing that? 

3541
Roberto Chavarria
Pipefy Staff
4 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community
The Pipefy can’t upload pdf file into attachment field?

Hi The Pipefy can’t upload pdf file into attachment field? Thanks.

4777
Ricardo Palhares
4 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community
Implemantation

 Hello. I want to know what sort of skills are required in the key users - who creates the workflows.

521
bernardo-rosa
4 years ago

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