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

  • 578 Topics
  • 1,994 Replies
578 Topics
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
App crash (Android or iOS)

We noticed that when the user creates a card via the application (Android or iOS), in the my requests area of ​​the application and also in the web tool, it does not appear for monitoring.Now the cards opened by the web tool are listed normally.

1
Leonardo Lucena
Pipefy Staff
1 month ago
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Dúvida em permissões do pipe

Boa tarde.Temos vários pipe’s onde há responsáveis por algumas fases.Porém esses necessitam também visualizar todo o fluxo do pipe, porém colocando os mesmos como membro do pipe, acaba habilitando a opção de movimentarem os card’s para outras fases, o que na verdade tem que ser feito só pelo responsável pela fase.Existe alguma forma de que os membros possam então visualizar todo o pipe, porém não conseguir movimentar o que não estiver em sua fase?

6
Lucas Democh
23 hours ago
willy
willyNew Participant
asked in Ask the Community
member limitation access

Hi, Is there a way to give Member only able to create new pipe and database, can view and access all public pipes but cant see other pipes or either Company guest buy can access pipes but cant see other pipes

4
marcosmelo
5 months ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
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

1
Nicole Chiroli
Pipefy Staff
3 years ago
ricardo-fornari
ricardo-fornariNew Member
asked in Ask the Community
Edit email template

looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.

2
ricardo-fornari
3 years ago
T
TMZNew Member
asked in Ask the Community
Mobile App: How do you get the users to only see the pipes & cards assigned to them

Please can you add screen shots to your answers.  Thanks

0
T
1 month ago
danilo-chagas
danilo-chagasNew Member
asked in Ask the Community
GMT de formulário público

Olá, tudo bem?Estou enfrentando um problema com GMT de formulário público. O email e as informações dos pipes e perfil do usuário estão todas setados para GMT-03h00 Brazil-East, inclusive todos os templates de email. A informação no card está correto, assim como no email. O problema ocorre quando acesso o formulario publico, que altera a hora para GMT-00h00. Alguém tem ideia de como ajustar??Obrigado 

2
Leonardo Lucena
Pipefy Staff
1 month ago
marcosmelo
marcosmeloPipefy Legend
asked in Ask the Community
gerente de comunidade

Ficamos sem gerente de comunidade novamente?

2
marcosmelo
12 days ago
jpatel1
jpatel1Regular Participant
asked in Ask the Community
Item list doesn't expand

I have a situation where we are attaching an item in Card A using a connected pipe from Card B.  While I can click on Card A and see the item being listed as Card B, but I can’t expand (Pop-up or Open) Card B.  Has anyone seen similar issues? Help appreciated

5
Lais Laudari
2 years ago
jorge-barbi2
jorge-barbi2New Member
posted in Ask the Community
Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
2 years ago
cruzrfl
cruzrflNew Member
asked in Ask the Community
Time tracker em tarefas

Oi, pessoal! Tudo bem?Recentemente comecei a trabalhar com um outro time de designers que utilizam ferramenta RunRunIt e gostei muito da função de "dar play" ao iniciar uma tarefa que eles tem na plataforma. Isso ajuda muito a controlar quanto tempo realmente é gasto em uma tarefa. Eu procurei aqui no Pipefy e não encontrei nada do tipo (somente uma função que mostra quanto tempo cada card ficou em determinada etapa), então minha dúvida é se essa função realmente existe ou se há possibilidade de integrar com alguma ferramenta que faça isso dentro do próprio Pipefy para não termos que ficar indo de ferramenta para ferramenta.Grato!

2
marcosmelo
9 days ago
megann1092
megann1092New Member
posted in Ask the Community
Quin Ackerman here!!

Hello everyone!!😀 I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

1
marcosmelo
2 months ago
abhatt
abhattInspiring
posted in Ask the Community
Access Tracker Form

Currently, on access tracker, only fields from Initial forms are shown. How can I show fields from other phases too on the access tracker?

2
rafael.jefte
2 years ago
H
Henry4uNew Member
asked in Ask the Community
Best Practices for Automating Multi-Step Approval Processes in Pipefy?

Hi everyone,I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy?I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks.Looking forward to your insights!

1
Lucas Democh
27 days ago
mark-theotcentre
mark-theotcentreNew Participant
posted in Ask the Community
Public Form Field Validations no longer working correctly

Another Pipefy system instability impacting our ability to do business with our customers.We’ve discovered this morning that Field Validations on public forms are no longer working correctly. Typing any character or characters into a validated field on a public form immediately throws a validation error.For example, when attempting to type an email address into an email field, Pipefy throws the message “invalid email format” immediately after every single character is entered.This is happening for fields which have Custom Validations.Please could community users test this on their own forms and report the issue to Pipefy Support, hopefully to expedite a fix.

3
mark-theotcentre
6 days ago
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community
Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

1
marcosmelo
8 months ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community
Another super usar cannot see my work

Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?

3
marcosmelo
9 months ago
cassios90
cassios90Regular Participant
asked in Ask the Community
Problem with database column size change

Hi, I was trying to resize the column of my contacts database so i’m able to see all info at once, but any change, in any column makes the screen blank, then when i refresh the page, all columns are back to their original size.I’ve attached a video of the problem

2
rafael.jefte
2 years ago
rvitoriano
rvitorianoNew Member
asked in Ask the Community
Multilplos calculos em apenas uma automação

Abri esse tópico, mas, achei a solução e não soube como apaga-lo. Desconsiderem.

2
Ezequiel Souza
8 days ago
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
Card conectado contornar campo obrigatório

Tenho um pipe pai onde apenas internos com licença solicitam os campos são obrigatorios. Tenho um outro pipe que criei para externos com alguns campos diferentes e esse deve abrir um card no primeiro pipe.Porém, o pipe pai tem campos diferentes obrigatórios que não vão ser preenchidos pelo pipe filho e ai a automação não funciona… Tentei tirar a obrigatoriedade pra criar a automação mas quando voltei deu ruim.  Eu acho que vou ter que criar mais um pipe filho para internos e ai ambos alimentam o pipe pai onde tiro a obrigatoriedade maaaas para evitar de ter 3 pipes venho aqui pra ver se tem outra opção 😬

1
Ezequiel Souza
19 days ago
chrgilles
chrgilles
asked in Ask the Community
What do i have to do with that field ?

Hi all,I’m learning Pipefy and it seems that the following yellow (date) field was mandatory for automation running...My automation is working fine but If that field is removed, automation doesn’t works anymore, so i’m asking about “usefulness” of that field because it is never updated whereas due date is welle updated…I don’t understand…Any ideas ?Thanks 

3
alicereis
2 years ago
G
GeorgeHenry34765New Member
posted in Ask the Community
Facing Issue integation of MyCapCutAPKs with Pipefy Mobile Apps

How can I resolve integration issues between MyCapCutAPKs and Pipefy Mobile Apps? What are the common issues when integrating MyCapCutAPKs with Pipefy Mobile Apps, and how can they be resolved? Are there specific compatibility concerns or settings adjustments needed to ensure smooth operation between these two platforms?This website has traffic that I want to move to the Pipefy mobile app, but there is no option to integrate with this mobile app. Please help me to solve this issue

0
G
26 days ago
chrgilles
chrgilles
asked in Ask the Community
Impossible to add Css rules in an email template

Hi all,I’m trying to add css rules in an email template and the rules are automaticly removed when template is saved…It seems that only “online” rules are autorized.Is there a way to add other rules (header rules) ?Thanks a lot

2
Lais Laudari
9 months ago
inaki1
inaki1Regular Participant
asked in Ask the Community
Why the new screen is so full of information?

Why the new screen is so full of information?

1
Nicole Chiroli
Pipefy Staff
3 years ago
mbhatia
mbhatiaNew Participant
posted in Ask the Community
URL for "How Pipefy Works" needs to be corrected

 

1
Juliana Spinardi
Pipefy Staff
3 years ago

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