Ask the Community

Hi guys! I’m trying to create a pipe for Purchase Order management. Our sales team would create a request and the administration team would prepare the Purchase Order for the suppliers.We have a database for the equipment for each supplier, but I’m having quite some trouble when I need to purchase more than 1 of the same item. Example:Item 1 - Supplier X - 1 unitItem 2 - Supplier X - 3 units Edit: Just to clarify, some of our POs can have 50+ items and many of them with more than 1 unit How could I handle quantity for a database connection item?Pipefy will let me pick from the equipment database, but not choose how many. Is there any common work around?

One of my Pipes is about Credit Card Receipt Control. When I register future receipts, Pipefy no longer allows me to paste (ctrl v) into the add date field. I have to keep typing manually and I waste time doing that. And, because of this, since this update, Pipefy has been multiplying its launches. Ex: I register 12 future releases and Pipefy keeps multiplying some of these releases, meaning I have to manually delete them every time. I would like them to resolve this issue and allow us to paste dates into the add date field again.

HiI have iOS version 15.8.3 installed on my smartphone, but can’t get the Pipefy app to work. I can download the app but can’t get past the “introduction” page, there is no reaction to pressing the screen or anything. Have tried deleting the app and reinstall it but doesn’t work.  I have also tried the web browser version on my smartphone (different web browsers). I can login on my account but when I try to enter a pipe the page turns completely white, except a small “AI” icon in the bottom right corner.  What kind of technical issue is this?  Thanks in advance for your help! 

Does Pipefy offer a mobile application, or is it exclusively a web-based platform?

Hi all!Actualy, I use the create cards from email but just works for fields: subject, body (message), to, from, etc.How do I populate custom fields that I already have in my pipe and exist in the initial form?

Hi everyone,I’ve been experiencing an issue with an automation rule in Pipefy. It’s supposed to trigger when a card moves to a specific phase, but it only works intermittently. I’ve double-checked the setup, and everything seems fine, yet the rule doesn’t always activate.If anyone has faced similar issues or has suggestions on how to fix this, I’d really appreciate your help. Also, if this comment could be approved for posting, I would be very grateful, as I’m hoping to resolve this issue soon.Thanks in advance!

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 

Hola, sería de gran ayuda poder descargar las listas de verificación que están contenidas en cada tarjeta, para poder trabajar con ellas, sabiendo elemento ya fue marcado y cual no, ya que si una persona atiende varias tarjetas y en todas tiene lista de verificación distintas, tiene que entrar una a una para poder leerlas, en cambio, si se pudiera descargar en un informe, sería mucho más práctico. 

Hi team, I’ve faced an issue regarding currency on the new portal. I set up the currency code VND but on the new-version portal, when creating a new request, it shows USD by default. We did not face this issue with the old-version portal.Thanks to check and give feedback. I look forward to hearing from you soon. Best regards,Matthew 

The Calendar App has tremendous potential for helping focus and prioritise time-sensitive cards, based on their due date, in a busy pipe.However, because the Calendar App shows Cards which have already been completed (ie are in an End of Process Phase) then this means it’s unusable because the calendar is cluttered with Cards showing as due when in fact they’re irrelevant. You end up switching back to Kanban view to work out what needs doing!Great shame.

There are a number of limitations with PDF Generation and I wonder whether anyone can suggest how they handle particular situations.Let me explain.We’re using the PDF Generator as a means of providing data sets to external parties such as Customers. The two significant issues we’re dealing with are;Connect Field data are not available to PDFs Conditional logic cant be used on PDFs to show/hide certain dataWhat practices have pipefy people adopted to get around these shortcomings?Thanks

It isn’t possible to ‘retire’ a Pipefy DB record.We need to delete several records and reassign their connected Pipefy Cards to an alternative record.Is there an easy way to do this?Thanks

Hello everyone,I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??How can I configure notifications to ensure timely responses from approvers without causing notification fatigue?Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval-msbi-vs-power-biprocesses-in-pipefy-4074if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!Thank you...😊

I see this was a problem previously but I am experiencing this with my first connection. When you select create a card the field options are in Portugese. Both my pipes are in English. Any suggestions? 

Is there any way to clone / duplicate a specific card via graphql?

Hi everyone,😍I’m fairly new to Pipefy and am trying to set up an automation between two pipes, but I’m running into some trouble. I want to automatically move a card from one pipe to another when a specific condition is met, but I’m not sure how to set this up correctly.I also check this: How to start a trigger X days before a start dateqlik I’ve looked through the tutorials and tried a few things, but the card isn’t moving as expected. Is there a step-by-step guide or any best practices that could help me get this working? Any advice would be greatly appreciated!Thanks in advance!

Hi everyone,I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy?I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks.Looking forward to your insights!

I’m using a Pipe Connection Field for the first time in one of my Start Forms and I’ve noticed something odd. In the public form, the cards listed in the dropdown have the date and phase listed in Portuguese rather than English.  As far as I know, all my settings are set to English, but maybe I missed one somewhere? For clarification, this is how I’ve configured the field: 

Dear Piper Comunity:Is there a way I can create a panel or report with info from different pipes?

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

Dear friends:Can anybody show me the way to clone a phase inside the same pipe?

Hello everyone,While working on a form, I noticed that it is not possible to select multiple fields to change their settings simultaneously, such as making bulk changes.Even if these fields are different in classification, it would be helpful if only the common settings appeared.Would this be the next feature to be added? Or is there already a way to do this?

Is it possible to make an http request (automation) with XML content?  

Hey there! I am looking to build an automation to enable a public URL for a card when it enters a phase so I can auto-send this to a manager over slack. The expected URL is the same one that comes in when the built-in email template runs and sends the link to a manager who’s been added for approval.For additional context, I currently am using Okta Workflows to run automations when it receives an HTTP response from Pipefy with the card details, which I am then able to run GraphQL queries/mutations as needed. At the moment, we have it set where when a new ticket is created by an end user where it requires their manager approval, it will move the card into the Pending Approval phase, which is where I want to then grab that URL and share to a manager over slack. I tried digging into the docs but haven’t been successful. If anyone’s done something similar, I’d be curious to how you may have resolved/handled this. Thanks,Eddie

Hello everyone,I use Pipefy and I have a question about how to solve a situation in my workflow.I have an initial form with several text fields. When I fill out this form, a card is created in the initial phase called "Backlog," which automatically sends an email to certain people. What I need is for this email to include a PDF with all the information filled out in the initial form.If I insert the dynamic fields directly into the email body, the information appears in the message, but the email becomes very long because of the amount of data. Therefore, I thought of including a PDF in the email. The email message would only have a phrase like "for more details, please see the attached PDF" or "for more information, please check the PDF at this link.”Does anyone know if this is possible? If so, could you explain how to do it?Thank you!