Ask the Community

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  • 480 Topics
  • 1,505 Replies

480 Topics

Pipefied
PipefiedRegular Participant
asked in Ask the Community

Card Limit for Starter Plan

I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?

3
Pipefied
6 months ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

Deleted Card by mistake

Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David

1
Ezequiel Souza
6 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

5
Keto-Faster
6 months ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Search any field in Databases

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w

2
genietim
6 months ago
israel18
israel18Regular Participant
asked in Ask the Community

Vincular pessoa à um card para que ela possa acompanhar o status do mesmo

Pessoal,  É possível eu criar um card no meu pipe e vincular uma(s) pessoa(s) para que ela(s) possa(m) acompanhar o status (fase atual, etc) dele?

5
israel18
6 months ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

My Automation to Move Card To Next Phase no funciona

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

3
genietim
7 months ago
natan-bueno
natan-buenoRegular Participant
asked in Ask the Community

Inivite members to Pipefy

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?I used this topic here, but didn’t work:  mutation { inviteMembers(input: { emails:[ {email:"teste@teste.com" role_name:"member"}, {email:"teste1@teste.com", role_name:"member"}, {email:"teste@teste.com", role_name:"member"} ] organization_id: 12345 message: "please join my organization - Postman"}) { clientMutationId errors {index, message} }} 

4
Lais Laudari
Community Manager
7 months ago
genietim
genietimPipefy Legend
asked in Ask the Community

How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

7
Lais Laudari
Community Manager
7 months ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
7 months ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

New feature to Turn-off Required field of form to do changes in the Automation

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation??  This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

10
guillermo-siller
7 months ago
genietim
genietimPipefy Legend
posted in Ask the Community

I like the slight rebranding this community went through...

It seems that somewhen in the last week or so, the logo and startpage and icons were adjusted a bit. I like it!How about you?#meta

3
genietim
7 months ago
bojan-ketosource
bojan-ketosourceNew Participant
asked in Ask the Community

Downloading info for ALL cards in a Pipe

Hello, I am using Make.com (ex Integromat) to download info for all cards in a Pipe. This info includes card ID, parent relations and all card fields. I have tested different modules that List Cards and Execute GraphQL queries. However, in all cases, I only get 50 results (bundles). And the issue is there are over 3k cards in a pipe. Could you please recommend a way to get around this limitation and get the full info for all cards in a pipe at once? Thanks! Total number of bundles: 50 

2
Lucas Democh
8 months ago
iwan-pauwels
iwan-pauwelsRegular Participant
asked in Ask the Community

How to activate a webhook on a pipe

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

3
Lucas Democh
8 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

Some data is being dropped (earlier captured) in pipefy tickets

Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p

1
Lais Laudari
Community Manager
8 months ago
alexandre-cominoti
alexandre-cominotiRegular Participant
asked in Ask the Community

Using Pipefy Webhooks

I need to send a request to Pipefy via webhook whenever a certain condition is met in Zendesk. This request should change the phase of the card. I was able to create a token and use the following query from this example (https://developers.pipefy.com/reference/graphql-endpoint) to accomplish this:mutation { moveCardToPhase( input: { card_id: 629233113 destination_phase_id: 310440395}) {card {id current_phase { name } } } } However, to send a request to a webhook (from Zendesk) to Pipefy, I need the request format to be JSON and sent it to an endpoint address. What endpoint address should I use to communicate with Pipefy, and how would I translate this query into JSON format?

3
genietim
8 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to connect a pipe to a database?

We wish to get few fields of pipe, into its connected database. How can this be done?For example, we wish to have each ticket’s email address (of AR pipe) into AR company database. How to do this? Regards. 

1
leandro-almeida
Pipefy Staff
8 months ago
marcosmelo
marcosmeloPipefy Legend
asked in Ask the Community

ID de um Campo

Olá. Qual a maneira mais facil de saber um ID de um campo do formulário?

4
V
9 months ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Default value in Radio Button

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

5
leandro-almeida
Pipefy Staff
9 months ago
fabio-ebeobjetivo
fabio-ebeobjetivoRegular Participant
asked in Ask the Community

I tried to organize PORTAL, but the order is not okay!!!!

I tried to organize PORTAL, but the order is not okay. No by alphabetical, no by number, no by sequence of add.  Someone can help me?  

1
Lais Laudari
Community Manager
9 months ago
SJL
SJLNew Participant
asked in Ask the Community

Moving Cards

Hey Everyone. I’m trying to set an automation that automatically moves cards to an ‘Achieve Phase’, 7 days after it enters a ‘Completed Phase’. This should move these cards regardless of the cards being overdue or not.

1
Ezequiel Souza
9 months ago
vrushil-gajra
vrushil-gajraRegular Participant
asked in Ask the Community

Questions about Pipefy Automate and PDF Generation feature

Hello everyone,I hope you are doing well. I have a few questions regarding the functionality of Pipefy:Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing? While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead. With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me. Lastly, I am curious if there is a multiple se

4
vrushil-gajra
9 months ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Pipe to Create Cards - Email configuration

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

2
Lais Laudari
Community Manager
9 months ago
Kaamini
KaaminiNew Participant
asked in Ask the Community

How to access or know bound-back emails received in a ticket

While we send emails from the ticket, we are not able to access or getting aware of which of our email communication got bounced back?In case of such bounce-back, we need to know which tickets (of lot many tickets) had such bounced emails.How and where can we know in / for pipefy tickets?

1
Lais Laudari
Community Manager
9 months ago
genietim
genietimPipefy Legend
asked in Ask the Community

Is there a way to get the authentication token in the custom app?

I found the following in the code of the calendar app:  There seems to be a functionpipefy.getAuthToken()on the pipefyApp object as also used for registering any pipe badges etc.Unfortunately, when I use this function, it only returns false. Why is this? What can I do to get the authentication token in the custom app?

7
Lais Laudari
Community Manager
9 months ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Ask the Community

🗣 Quick Survey: Pipefy for Service Desk & ITSM

Hello, Happy 2023, everyone! ✨ Do you use Pipefy to manage your IT tickets and service desk, and have 2 minutes to help me out? I would love to read your answers to this survey:  In case you can't see it embeded above, you can access it here: https://qclym7tn8lt.typeform.com/to/tAeozokmClick here to read this content in Portuguese. Thank you for your time! 🤩

810
leticia.moreira
Pipefy Staff
10 months ago

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