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  • 488 Topics
  • 1,535 Replies

488 Topics

carletoassino
carletoassinoRegular Participant
asked in Ask the Community

Move fields to another phase

Hey,I have one simple question about fields.There are many pipes similar, maybe 10. I need to move a simple field in a phase for another phase, but it`s need reflect in all cards, not only the newest. Maybe is it possible do it with Graphql ? Thank you.

6
genietim
2 years ago
mariangela3
mariangela3Participating Frequently
asked in Ask the Community

Automação de Responsáveis com condição

Olá…é possível construir uma automação do tipo:Se o campo x for igual a Londrina, atribuir o responsável X; se o mesmo campo x for igual a Curitiba, atribuir o responsável Y ?Tenho 8 possíveis responsáveis, dependendo da cidade em que atuam.

6
rafael.jefte
2 years ago
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
10 months ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Add new start_form fields via api

Is it possible to add start_form fields via the api?

6
Alex Dowbor
1 year ago
skip
skipNew Participant
asked in Ask the Community

offering tasks to a group of workers

Hi all,I have a group of workers and a stream of tasks arriving by email.  Assume workers are happy responding to emails and that they can only work on one task at a time.  I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James

6
Ezequiel Souza
2 months ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Integration with Camunda platform/technologies

Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building.  Looking forward to your response

6
rafael.jefte
3 months ago
Maria.Clara.S
Maria.Clara.SRegular Participant
asked in Ask the Community

Automation problem

Hello !I'm having a problem with saving automations since monday, every time I try to create or change an automation the saving doesn't complete, it keeps loading forever. What´s the problem ? Can anyone help me?Thanks Maria Clara 

6
marcosmelo
1 month ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Request Tracking not working

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

6
Sarah Lane
2 years ago
carl-bulls
carl-bullsRegular Participant
asked in Ask the Community

A hyperlink for the phase form link

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

6
marcosmelo
20 days ago
thaiannelourenco
thaiannelourencoKnown Participant
asked in Ask the Community

'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of information.@rebeca.venancio if it works, Tais is gonna be happy 

6
genietim
2 years ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

What happens to existing cards when you update a start form?

We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?

6
genietim
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

The Request Tracker doesn't permit that user see attachement?

HiMy customers are complaining about the missed feature that they see attached files in the Request Tracker.Is there some adjust or configuration to permit this? Thanks Ezequiel Souza  

5
Ezequiel Souza
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

How to undo automatic formatting

In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!

5
Sarah Lane
2 years ago
Eduardo Chiba
Eduardo ChibaNew Participant
asked in Ask the Community

Data de vencimento/Lembretes

Pessoal, tudo bem? Dúvida: estou criando um forms/card, onde contém várias datas. Antes que cada data expire, eu gostaria de ser lembrado (dai pode ser slack, email). Alguém tem uma ideia? 

5
rebeca.venancio
2 years ago
eric.godoi
eric.godoiParticipating Frequently
asked in Ask the Community

Can a Public Form bu used in the middle of a pipe, and not just to start cards?

I need to know if it's possible to use a Public Form to obtain and fill information in the middle of a pipe. The pipe is the "Sales Funnel" and the information is to fill a card information to be used on PDF generator (dynamic fields). This PDF will be used as a "business contract document" to send to the client in other to have it signed. It occurs after the client accepted the proposal, and we had finished negotiation, which is in the middle of the "Sales Funnel" pipe. This need happens because I don't ask all information needed to fill a formal business contract when we are making a lead prospecting, which is the pipe starter phase. I didn't find this information on help center (videos or text). If it's not possible to send public form in the middle of a pipe phase, which alternative could be used?  

5
genietim
2 years ago
radzikmarcin-rm
radzikmarcin-rmNew Participant
asked in Ask the Community

Tracking cards between the pipes

Hi,I have a few pipes with automation between them (automation: when a card enters a phase "DONE" in pipe A, create a new connected card in pipe B").Is it possible to have preview of all the cards to know on which phase in which pipe the card are?

5
alicereis
1 year ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Dashboard is not reflecting Database records

Hi all,This is my first month using pipefy and first post here, so hope I am not doing dumb questions. I have created a pipe that has a DB Connection which is populated when the pipe is finished. And also created a dashboard to show some KPIs with the DB data. Did several trial and error configurations until all was good enough and I could go live. Then I deleted all cards, DB entries and started to create real data. For my surprise, the dashboard still shows old data, which is not there in the DB anymore. Any hints on how to clean it?

5
Rodrigo Leite
Pipefy Staff
2 years ago
tsartori
tsartoriSuperuser
asked in Ask the Community

@pipefy accounts inside my org

Hello Guys,Its normal to have @pipefy acounts inside our pipes?Here a exemple of what happend to me today. 

5
genietim
1 year ago
tsartori
tsartoriSuperuser
posted in Ask the Community

PDF Viewer

Hello Guys, Any preview about and PDF viewer similar with the image one that was added a couple days ago?If it isnt in the boards yet, here is my sugestion. 

5
tsartori
2 years ago
ping-cheng
ping-chengRegular Participant
asked in Ask the Community

Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute,  I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

5
genietim
2 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
asked in Ask the Community

Create Database

Hi, I would love to create a database where I can store records from customers and requesters. The idea is to use this information across multiple processes. Is that possible? 

5
dgodfrey
2 years ago
Sarah Lane
Sarah LaneBrainy
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

5
Sarah Lane
2 years ago
gonzalo9
gonzalo9Known Participant
asked in Ask the Community

Clear several Database records at once

Hi People, We need to clear 2000 register of a database?, how i can do fast? thanks

5
Alex Dowbor
1 year ago
populohub
populohubRegular Participant
posted in Ask the Community

The new beta design

Has anyone tried out the new beta design of Pipefy yet? I have to admit to not being impressed with parts of it. Some of what makes pipefy clean and easy to follow and work on has gone. By losing all the lines, borders and differences in background, its made it seem more messy to me.I love that they are trying to update the design, but for now it feels a little too ‘white’ and to me needs a few borders/dividers, subtle background colour changes etc 

5
populohub
2 years ago
markjosepholaa
markjosepholaaRegular Participant
asked in Ask the Community

Cannot download or preview attachment - 400 BAD REQUEST

Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.

5
Juliana Spinardi
Community Manager
2 years ago

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