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

  • 441 Topics
  • 1,304 Replies

441 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
4 months ago
gonzalo9
gonzalo9Known Participant
asked in Ask the Community

Mail Number Format

Hello !I have a mail template with the Pedido ID (numeric)… how can I set de format of the number?,.. without decimals.. in the mail template? 

5
gonzalo9
1 year 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
1 year 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
A
agnelo.britoNew Participant
asked in Ask the Community

Condicionais entre databases

Olá Comunidade!Alguém sabe alguma forma de contornar a limitação de criação de condicionais de campos conectados ao database?Tenho o seguinte cenário:Database de Empresas Database de FiliaisAo selecionar a empresa no primeiro campo, o segundo somente poderá apresentar as filiais vinculadas a empresa selecionada.É inviável criar um pipe para cada empresa devido ao volume de filiais.

5
rafael.jefte
1 year 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
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Auto-populate fields on start form

Hi doers. Is there a way to have fields auto-populate in a start form based on their answers to other fields? E.g. If someone Chooses “Category 1” as an answer to “What category is your request a part of?”, can several other fields in the form auto-populate with values we always associate with Category 1?  I first assumed this would need to be an automation (when a field is updated > update a field), but it doesn’t seem to be working. Then I thought maybe it would be a conditional, but the conditionals only seem to give me the option to Show or Hide fields, not to auto-populate them.  Any suggestions?

5
rafael.jefte
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.

5
Karine Cristina
Pipefy Staff
9 months ago
tobiasbaco
tobiasbacoParticipating Frequently
asked in Ask the Community

Remove connection from connector fields

Hi! I need to remove the card connection from a connector field using a graphql querry.Any ideia of how to do it?

5
tobiasbaco
1 year 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
6 months 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
1 year 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
Mary AnneNew Participant
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
edward16
edward16Regular Participant
asked in Ask the Community

How to customize my task view

My team members have to prioritize their activities based on certain metrics. The view we have is very generic and does not help them in prioritizing their workload. How do we customize the view by adding new columns.Thanks for your help in advanceJoe Edward

5
genietim
1 year 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
Community Manager
1 year 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
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
18 days ago
felipe-moreira21
felipe-moreira21Regular Participant
asked in Ask the Community

How to create a recurring activity to run every 14 days?

My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?

5
Juliana Spinardi
Community Manager
1 year ago
chrgilles
chrgilles
asked in Ask the Community

How to start a trigger X days before a start date ?

Hi all !I’m searching a way to start a trigger (for example send an email) X days before a start date setteled on a card…Is it possible or not ?Thanks a lot

5
chrgilles
1 year 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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