Ask the Community

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

  • 463 Topics
  • 1,407 Replies

463 Topics

frederico-machado
frederico-machadoNew Participant
asked in Ask the Community

Getting a Pipefy Report with Make (Integromat)

Hello e Olá pessoas,Im trying to get a Report from Pipefy using Make (Integromat) but i’m having trouble with the API Request.First I’ll explain what i’m doing so you can understand a little better before i tell you my problem.  Step 1 and 2: To get my Report file URL i make two requests with these two queries: Step 1​​​Step 2Step 3: I neeed to make and API Key Auth request to download the file from the URL from the previous query.https://developers.pipefy.com/reference/graphql-endpointStep 4: I download the file from the URL that i got in step 2The error appears in this last step, when i make the requisition and it returns me a error like belowError :( <Error><Code>NoSuchKey</Code><Message>The specified key does not exist.</Message><Key>orgs/1cd3302a-bdda-486f-8fca-2d1b95a157ef/reports/83f60727-407f-4014-893a-de3465d24696/entregas_dos_parceiros___farol_23-12-2022.xlsx</Key><RequestId>M2DKW11JFVAKTFYW</RequestId><HostId>G+y3k9

6
Lais Laudari
Community Manager
8 months ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Pre-filled Public Forms

Hello,Currently there’s now way how a public form can be already pre-filled when people are accessing it trough a public link, even if there are connections between pipes/databases. But wouldn’t it be possible to at least have a template for that form, so that people wouldn’t need to start from scratch? Sometimes it happens that people need to create cards with very similar information - it would really help if there could be a saved pre-filled template for those cases.

4
marcos.pedrosa
Pipefy Staff
9 months ago
maze
mazeRegular Participant
asked in Ask the Community

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!

7
Rodrigo Leite
Pipefy Staff
9 months ago
support164
support164Regular Participant
asked in Ask the Community

Cards Aren't Moving Automatically on Specific Date

Hello!  I’m trying to set up automations within my pipe which will send various email templates when it enters each phase, but it needs to send the email on a specific date. We deliver training so the delegates need to be emailed different pieces of information on different dates leading up to the course, as well as during the course.  I’ve tried so many different scenarios and conditions but I just can’t seem to get it to send the info or move the card on the date I specify.  I’m hoping someone can offer some advice?  (Hopefully I’ve explained it clearly enough)  Thanks

2
support164
10 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Long Text Fields don't accept any code being stored in them?

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code?  Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors? 

5
Lais Laudari
Community Manager
8 months ago
enrique.herbella
enrique.herbellaParticipating Frequently
asked in Ask the Community

Accessing table_record "Record Infos" using graphql

Hi!I am new at using graphql with pipefy API.I am trying to retrieve all the “Record Infos” of table rows using the pipefy API.Using {"query":"{ table_records(table_id: 12345678) { edges { node { id title done table { id } created_at created_by { id } } } } }"}',I am able to retrieve preliminary information about each row in the table. This is a sample result:[0] => stdClass Object ( [node] => stdClass Object ( [id] => 99999999 [title] => ROW TITLE [done] => [table] => stdClass Object ( [id] => AAA-BBBB ) [created_at] => 2022-02-10T09:19:48-05:00 [created_by] => stdClass Object ( [id] => 11111111 ) ) )However I am struggling to find the proper method to retrieve the node’s complete content; Meaning all the fields

1
anggela-leiva
Pipefy Staff
10 months ago
Matheus Barbosa
Matheus BarbosaNew Participant
asked in Ask the Community

Como alterar meu plano?

Olá pessoal! Alguém sabe como eu altero meu plano? Tenho o enterprise e gostaria de mudar para o Business com mais usuários. Tentei em forma de pagamento e não consegui. Quando clico em upgrade ele me direcina para uma página para adquirir Ad-ons. Desde já obrigado!!!

1
paulo-junior1
Pipefy Staff
10 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Pipe "Dashboard" permissions for Restricted View Users

BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)  

3
anggela-leiva
Pipefy Staff
10 months ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Adding two numeric values

In Pipefy need to add 2 values. Example If I have multiple line item in Invoice, updating each line item and a field should show the total value of the line items.Can we do this using database or adding cells using dynamic value. Please advise.

1
julia-pinheiro
Pipefy Staff
10 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Prevent users from seeing/ accessing field

Scenario:A field is on start form which shouldn’t be used by the user An automation fills itIssue:To prevent users modifying it we make it a hidden field (conditional) When a field is hidden it seems that the automations don’t work?Question:Can you confirm this is expected behavior for Pipefy?  Am I missing a simple way to have non-user fields and have them updated in pipes?Potential Solution:If the API doesn’t have the limitation of automations (hidden fields not updatable) we could use the API to update the fields (if this is the best option, can you confirm that API works with hidden fields?)

5
marcos.pedrosa
Pipefy Staff
10 months ago
T
Taylor WilsonNew Participant
asked in Ask the Community

Data security and risk assessment

Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you

3
rafael.jefte
10 months ago
danna-yenisei-morales-delgado
danna-yenisei-morales-delgadoRegular Participant
asked in Ask the Community

Changing a Pipe configuration on Phases after implementation

Hello,I create a Pipe and was started to be used a few months ago, however we review mapping process with other company stakeholders leading in the need to change Pipe configuration, is the any support to help to know if aI change the order what happen with the Cards that are in progress or recommendations (ex. complete all cards before new changes)? I tried to start a chat for support but the option failed

3
marcos.pedrosa
Pipefy Staff
11 months ago
chrgilles
chrgilles
asked in Ask the Community

What is a done card ?

Hi all !Could you confirm, if a done card is a card moved at the end of a workflow, in a phase marked as an end of the process ?Thanks a lot :)

4
rafael.jefte
11 months ago
adnan-jebailey
adnan-jebaileyNew Participant
asked in Ask the Community

Pipe dá tela branca em todos navegadores

Olá pessoal,Estou com problemas no Pipefy.Todos meus pipes aparecem com essa tela branca e não carregam em nenhum dos navegadores (Chrome, Firefox, Safari),Já tentei limpar o cache, reiniciar o computador e nada.Alguém tem ideia do que possa estar acontecendo?  

1
Ezequiel Souza
11 months ago
chrgilles
chrgilles
asked in Ask the Community

How to track a clicked link ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

2
vitor-oliveira9
Pipefy Staff
11 months ago
chrgilles
chrgilles
asked in Ask the Community

How to record a "clicked" link in an email ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

1
Ezequiel Souza
11 months ago
danielle-santos
danielle-santosRegular Participant
asked in Ask the Community

Integração pipefy -> PostgreSQL

Boa tarde, pessoal! Preciso criar uma integração do pipefy com o PostgreSQL. Sabem como fazer? Obrigada!

1
Karine Cristina
Pipefy Staff
11 months ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso  Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

3
Karine Cristina
Pipefy Staff
11 months ago
chrgilles
chrgilles
asked in Ask the Community

Define a specific email by pipe

Hi all I’m trying to find a way to assign a specific email for a specific pipes to have capability to send messages with different email adresses for each pipe, for example :Pipe N°1 => messages send with @emailPipe N°2 => messages send with @otheremailI’ve found the following setting page but i don’t understand how i can assign email at a pipe … Thanks a lot

1
genietim
11 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

GraphQL: Creating New Card via ConnectionField Update

I’ve got a bit stuck with this one in GraphQL.Background:I want to update a card which has a required connectionField (you need to create a new card, not link to an existing one). This ConnectionField is to a Pipe, where the start form has some required fields.GraphQL:I’ve been looking at using updateFieldsValues to achieve this, but don’t find how to:Update the conneciton field - which is equal to adding a new card via this connection field Filling in the required fields in this new card (so that it successfully is created)Appreciate any pointers or direction on this. If I haven’t made it clear enough please let me know, and I’ll improve the explanation.

11
genietim
11 months ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Ask the Community

☝ How would you describe Pipefy? We want to know!

Hello, Pipefy community,Once again, I would love your help!Please order these sentences from one to five (1 makes more sense, and 5 makes less sense) regarding how you would describe our product:Pipefy changed the way I collaborate with other teams and vice-versa. It facilitates the exchange of information between people, departments, and processes. Pipefy helps me better manage my team and resources. I have visibility over all efforts, so I can easily make decisions and help my team do their job. Pipefy is a great tool for approval flows. Requests are processed smoothly and delivered on time. Pipefy is great for requests overall. People submit what they need, and my team can prioritize only what makes sense and deliver it quickly. Pipefy is excellent because it automates my processes. Stakeholders are constantly updated, and my team can focus on activities that depend on human actions.Thank you! 😍

1714
Keto-Faster
11 months ago
jace-diamondinvestments
jace-diamondinvestmentsNew Participant
asked in Ask the Community

Looking to hire someone to setup automations

Hello, I am a real estate investor that is looking for a way to automate some of my repetitive processes. Is it possible to hire someone to setup automations for me?

2
genietim
11 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

"You don't have permission to connect these cards" - Advanced connection

SOLVED - 

1
Juliana Spinardi
Community Manager
1 year ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

Formatting of the comment field

Hi all, Recently the format of the comment field has changed, messing up all our information for that card.It used to be structured, but now it’s gone.Anyone with the same problem ? @Giovanni Basso 

5
bart-batselier
1 year ago
cheri-stockton
cheri-stocktonRegular Participant
asked in Ask the Community

Card assignment via Zapier?

I’ve been searching around for a couple hours and haven’t found any details about using Zapier to assign cases.  I’m attempting to use Zapier and Google Sheets and it works fine up to the point of setting the card-assignment field.  I’m trying to set the field because there is no action to assign a card, I’ve tested on setting fields but it looks like you can’t set an assignee field type.  Has anyone else run into this?  Have you found a solution?  Or is it just a limitation of Pipefy?

2
cheri-stockton
1 year ago

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