Ask the Community

Here are 5 quick tips for you to succeed in the community!
Article by
F
Felipe Scholz

Hi Community, how are you today? I want to know if there’s some spanish speaker members to share ideas for a Pipefy documentation in spanish. At search engine, there was no results in that language. Also, I want to know if there’s some expectations from the company to expand operations in that market, because it could be meaningful to have spanish blog entries or tutorials if Pipefy wants to widen in any spanish speaking countries. I like Pipefy and it could be great that some spanish speakers who doesn’t have a sufficent level of fluency in english to understand the documentation can enhance all the potential who Pipefy offer to their users and companies. I’m spanish native speaker and I understand the challenges to learn another language. Is there some expectation to have any spanish translation in the near future? Thank you, Agatha Benítez

542

4 years ago

sorina_ardeleanNew Participant

asked in Ask the Community

Email Templates / Hyperlink / Spaces

Hi, I have been using the old templates sistem and setup but the new changes somehow got me lost. I do not really manage to make them look good (eg. spaces problem) and, in addition, the new hyperlink option it is not working for me. Did you find the solution for it?

1552

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Privacity

Hello. I want to know more about what Pipedy does to ensure that data in the database isn't visible to people outside our organisation?

492

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Avoid workflows

How do you avoid workflows going to dead-ends, with no user attached to a task, and to handle escalations / SLAs?

451

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Is it possible to create fieldCondition using API?

Hi,I have a use-case to copy field condition from one pipe to another. This is because clone pipe doesn't copy field conditions, I guess. Thanks! mutation {createFieldCondition (input:{name: "condition1-CheckDeletedMessage",condition:{expressions:[{operation: "number_greater_than",value: 50,id: "check-message-count",field_address: "test"}]},actions:[{actionId: "show",whenEvaluator: true,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"},{actionId: "hide",whenEvaluator: false,phaseId: 7682176,id:15723877,phaseFieldId: "number_of_deleted_messages"}]}){clientMutationIdfieldCondition{idname}}} Response:{"errors": [{"fields": ["mutation","createFieldCondition","input"],"locations": [{"column": 10,"line": 1}],"message": "Argument 'input' on Field 'createFieldCondition' has an invalid value. Expected type 'createFieldConditionInput!'."},{"fields": ["mutation","createFieldCondition","input","condition"],"locations": [{"column": 37,"line": 1}],"message": "Argument 'conditi

2101

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

ID of connected Cards

Is there a way through reports or the API to retrieve the ID of the cards connected to a certain card?

1571

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Cancellation

In case after a few months of trial, we find it is not meeting our needs, can the subscription be canceled?

681

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Features

In case there is a feature needed, can it be customized?

621

4 years ago

Graciliano FilhoRegular Participant

asked in Ask the Community

Token expired

Hello, I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint. After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”. However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?

1101

4 years ago

Sérgio MoreiraNew Participant

asked in Ask the Community

Create Field Condition API deprecation

Hi, This API for createFieldCondition says "Deprecation. Mutation will be removed in the next update. https://api-docs.pipefy.com/reference/mutations/createFieldCondition/ Are you adding replacement for this feature? or is there any other way to create fieldCondition?

1191

4 years ago

Lucas DemochPipefy Legend

posted in Ask the Community

Best practices for working with branches in Pipefy.

I am deploying Pipefy in a company that has two branches (with the expectation of opening three more) and I would like all branches to share the same Pipes (to reduce the number of automations and create a global view of the process). My solution was to create a branch table, where I listed those responsible for each area. With the automations, I linked the responsible person to each card based on the informed branch. To facilitate the filter by branch, I created another branch field with the label type. What I couldn't solve:1) I wish that the users could not see the cards of the other branches (without them needing filters).2) The restricted view does not solve, as the user needs to see the branch cards, even if he is not marked as responsible. I would like to know how you have been doing in these cases. Greetings from Brazil.

981

4 years ago

shelby3New Participant

asked in Ask the Community

Forecast dashboard

Hello - is there a task / resource forecast that pipefy provides? - Looking to get a dashboard similar to https://www.forecast.app/integrations/harvest

681

4 years ago

Jody PolandNew Participant

asked in Ask the Community

How to Pipefy Process Instructions

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy. In situations where you need a PDF, checklists can’t be used . The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

2451

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Support team availability

What is the availability of the support team? It will depend on the plan that I have?

891

4 years ago

mgdwyerNew Member

asked in Ask the Community

Focus on stability / reliability

Dear Pipefy Team, I really love Pipefy - it lets us do amazing things that would be very difficult to do otherwise, and the features that you guys have put together are incredible. However, it seems like there is some kind of issue with availability/speed/reliability on a near-weekly basis. This makes it really hard for us to fully rely on it for real business purposes. The features are great, but reliability is critical. For example, the recent email changes caused lots of problems. Today, the system is down and randomly not accepting entries or timing out. So, please, Pipefy management - if you are listening - prioritize stability and reliability of the platform! Thanks in advance!

1242

4 years ago

fervitalinoNew Participant

posted in Ask the Community

Great tools to organize your job

Hello, everyone. Pipefy is the best option to organize your process and manage the papers of company. I am very happy to share my experience and to be part of a global team around the world. Do you need to plan your agenda? Use Pipefy. Do you want to improve your process of sales? Use Pipefy. This is my opinion. I am very proud to be an user of Pipefy. Have a nice week.

1121

4 years ago

dev63Regular Participant

asked in Ask the Community

createCard API query

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?

5963

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Modeling and training duration

How long is gonna take the modeling & training process to initiate after we start up the service?

601

4 years ago

Amanda L.Pipefy Staff

asked in Ask the Community

Payment options availalbe

Instead of yearly subscription from the onset, can we start with month to month or a 3 – 6 month option?

491

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Mutation CreateCard error 30004

I'm trying to create card with this mutation:mutation { createCard(input: {pipe_id: <PIPE_ID>,phase_id: <PHASE_ID>,fields_attributes: [{ field_id: ""mobile_number"", field_value: ""+5511991026221"" },{ field_id: ""customer_name"", field_value: ""Caio Vitor Souza Santos"" },{ field_id: ""email"", field_value: ""caiovitor.santos@gmail.com"" },{ field_id: ""country"", field_value: ""Brazil"" },{ field_id: ""package"", field_value: ""bulk"" },{ field_id: ""payment_term"", field_value: ""L/C at Sight"" },{ field_id: ""delivery"", field_value: ""fob"" },{ field_id: ""price"", field_value: ""600.0"" },{ field_id: ""volume"", field_value: ""400.0"" },{ field_id: ""company_name"", field_value: ""Barley"" },{ field_id: ""o_qu"", field_value: ""Karavel"" },{ field_id: ""receive_return"", field_value: ""2020-05-10"" },{ field_id: ""shipment_period"", field_value: ""2020-06-15"" },{ field_id: ""first_quotes"", field_value: ""teste"" }]}) { card { id }}}and return that error:{""code"": 30004, ""loca

2582

4 years ago

lucas-sternNew Participant

asked in Ask the Community

Delete Members using API

Hi,its possible to delete a member, or at least remove a member from a team using the API?I dind’t find a mutation for that

1021

4 years ago

Sarah LaneInspiring

asked in Ask the Community

Move a card automatically when a date arrives

Hi there, I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded. Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached. I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase. If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts. I don’t think using the SLA setting will work as a trigger for this automation I have in mind. Is there another type of alert I could configure or something else I could try? Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today? Please let me know if you

44410

4 years ago

Paulo RibasPipefy Staff

asked in Ask the Community

Python Query

Hi, could you show me what is wrong? import requests url = "https://api.pipefy.com/graphql" payload = """{ "query": "{ pipe (id: 549212) {name}}"}"""headers = {'authorization': "Bearer xxxxxx",'content-type': "application/json"} response = requests.request("POST", url, data=payload, headers=headers) print(response.text) When I executed this, give me the error:{"errors":[{"message":"no \"data\" or \"errors\" in response from origin"}]} Thank you

5871

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Implementation

About the implementation hours, those hours are one shot, or yearly ? What is the cost for additional professional hows for modeling?

471

4 years ago

Nigel O'connellPipefy Staff

asked in Ask the Community

Authentication

Hello., I have a question. For the two factor authentication what do you use? or how implement this ?

901

4 years ago

Page 23 / 26

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

Cookie settings

We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.

Basic
Functional

Normal
Functional + analytics

Complete
Functional + analytics + social media + embedded videos + marketing

Recommendations (1)

Here are 5 quick tips for you to succeed in the community!

Community Experts Leaderboard

Cookie policy

Cookie settings

Ask the Community

Recommendations (1)

Here are 5 quick tips for you to succeed in the community!

Community Experts Leaderboard

Popular tags

Sign Up Now!

Join us in the Pipefy Community! 🚀

Scanning file for viruses.

This file cannot be downloaded

Cookie policy

Cookie settings