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  • 485 Topics
  • 1,536 Replies

485 Topics

Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Exporting Card History/Activities

Is there a way to export the history from a card - the section under Activities where it lists what was changed, by whom, and on which date? We’d like to be able to do this to keep backups of our records, but I haven’t found a way to do so.I know you can export the card data via a report, but the reports only have a little bit of the activity information from what I can see (last updated date etc.).This is somewhat related to the question asked here:  

2
Sarah Lane
2 years ago
P
PaulaNew Participant
asked in Ask the Community

How to change currency field in Pipefy

How to change the currency field to Euro or other currencies? 

9
Wehan
1 year ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

Trying to get all Cards

Hi.Using Python to make requests, what is wrong with the query bellow?pipeId = '171258'query =""""""{""query"": ""{allCards(pipeId: %s, first: 30, after: 'WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0'){pageInfo{endCursor hasNextPage}edges{node{id title}}}}""}""""""%(pipeid)The query worked pretty well until I added the ""after"" parameter.I already tried variations like:after: ""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0""after: \""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0\""after: \n""WyIxLjAiLCI1ODAuMCIsMzI0OTU0NF0\n""but without success, any help here will be immensely handful! Thanks

1
Marcos Carvalho
Pipefy Staff
3 years ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

Backups

How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?

4
marcosmelo
2 months ago
ops9
ops9Regular Participant
asked in Ask the Community

I can't connect the cards using the API

Hello, I'm using a PipefyAPI - GraphQL to create a card, but I can't connect the card with other cards from another pipe. I tried to use updateFieldsValues, but I always get the error message "Value You are not allowed to connect these cards / table records.".OBS: I would like to connect the cards that way 

4
genietim
1 year ago
wesbalbino
wesbalbinoRegular Participant
asked in Ask the Community

Mutation - Bad Request - .NET Core

Hi everyone! How is it going?I’m wondering if anyone could help with a problem that I have been facing.I’m trying to create a card on one of my pipes using .NET but I keep getting BadRequest every time. But the strange thing is that I’m using the same query on a REST client and it works every time. Could someone please help me with this?  var jsonString = "{ \"query\": \"mutation{createCard(input:{pipe_id:302295485 title:\"title\" fields_attributes:[{field_id:\"texto_form\", field_value:\"valor_form\"}]}){ card{id title}}}}";   

13
wesbalbino
1 year ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Date in wrong format in email

I have included a date property in a card and when the card reaches a phase, an email is sent with that date information (dynamic field). Date in the card is in the expected format (DD/MM/YYYY), but date in the email is in a different format (MM/DD/YYYY). How can I change the format in the email?

10
chrgilles
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

GraphQL Get Table Record by custom fields

Hello Team, I am trying to get a record by searching through the custom fields I have added. I get table records using default “title” field as below. But I have added custom field for e.g. SourceID and need to get table record using that field, how can I do that?query {   table_records(search: {title : "Test"}, table_id: "<TABLE ID>")   {         edges         {             cursor node             {                 id title url           }       }     pageInfo     {       endCursor hasNextPage hasPreviousPage startCursor     }   }}

4
abhatt
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Move a card automatically when a date arrives

Hi there,I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded.Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached.I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase. If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts. I don’t think using the SLA setting will work as a trigger for this automation I have in mind. Is there another type of alert I could configure or something else I could try?Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today?Please let me know if you thin

10
amanda_malaquias
3 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

card.delete on webhook

Is it possible to get the id of a deleted card via webhook using something like a action "card.delete"? It would be very useful to keep a database based on cards up to date.

1
Marcos Carvalho
Pipefy Staff
3 years ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

API consumption count

Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.

9
marcosmelo
6 months ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Pre-uploaded attachments in Pipefy

What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed NOTE: Templates contain macros that allow data upload to Client’s ERP

3
Karla Hernandez
3 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Rename "Draft" Card Titles

The field that I’ve chosen for the Card Title on one of my pipes is sometimes not filled out when the start form is completed. When this field is not completed, the card title is “Draft”. Is it possible to change that word? I’d prefer it say “Unknown” instead of Draft, but I can’t find a spot to change that text.In other words: is it possible to customize what title is shown when the card title field is not filled in? Thanks!Sarah

3
Sarah Lane
3 years ago
J
John WilliamsRegular Participant
asked in Ask the Community

Add an attachment from card to email template

Hi, I'm trying to configure an email template where I would like to add an attachment to the body of the email. Is this possible? I'm asking that because I would like to email external requesters quotes we upload on cards.   

3
Nicole Chiroli
Pipefy Staff
3 years ago
J
Pipefy Staff
JohnPipefy Staff
asked in Ask the Community

Bulk import cards

Hi, is it possible to bulk import cards? I would like to upload a .xls file intro Pipefy and mass upload cards. 

1
ivan.novofoco
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Is it possible to retrieve all fields (card) in a column?

I'd like to retrieve all fields that correspond to a new card from a specific column in my pipe. It's possible?

2
Roberto Chavarria
Pipefy Staff
3 years ago
emilialicha
emilialichaNew Participant
asked in Ask the Community

Migração informação do Trello para o Pipefy

Oi pessoal, será que é possível enviar cartões em massa do Trello para o Pipefy?

3
rafael.jefte
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
6 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
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

How I Update value of Radio and Select via API??

"Hello guys, can anybody help me?I am not able to modify values ​​of a radio and a select. Would anyone give me an example of how I change the values via API. 

1
Marcos Carvalho
Pipefy Staff
3 years ago
jd12
jd12Regular Participant
asked in Ask the Community

Autofill customer information from database

I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.

2
jd12
2 years 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
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Card info on webhook

Is it possible to pass aditional information when creating a webhook to get more information about the cards without the need of making aditional requests? Is the "headers" argument supposed to enable doing that? 

1
Roberto Chavarria
Pipefy Staff
3 years ago
ivensjoris
ivensjorisNew Participant
asked in Ask the Community

How download an image in Pipefy?

Hi, i picked card data with the graphql api, and i have the link for an attachment, and i want to download this image, how i can download this in a code, i need to use the cookie? have another option?

3
Marcos Carvalho
Pipefy Staff
3 years ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Moving Children Card

 Can I create an automation that moves CHILDREN CARD when PARENT CARD is moved? The CHILDREN CARD its a existing card.

4
paulonavarro
2 years ago

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