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582 Topics
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582 Topics

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mark-theotcentreNew Participant

asked in Ask the Community

Parallel Flows

RequirementThere are many circumstances where a Card needs to flow into several Phases at the same time so that the card can be worked on by multiple people at the same time for different purposes. There are also circumstances where parallel flows need to operate dynamically based on field conditions (see my separate post here ProblemCurrently Pipefy Flows are linear so a card must exit one Phase before it can be worked on in another. Business Flows/Processes don’t operate like this in reality, linear processes cause delays, sometimes huge delays!SolutionAllow Parallel Flow creation

5 months ago

owen-kosnenNew Member

asked in Ask the Community

Pipefy Cards export to Word Doc

Is it possible to export Pipefy Cards to Word Doc ?Perhaps some kind of integration or automation that enables automatic transfer of information from Pipefy cards to a word document each card.

5 months ago

willyNew Participant

asked in Ask the Community

member limitation access

Hi, Is there a way to give Member only able to create new pipe and database, can view and access all public pipes but cant see other pipes or either Company guest buy can access pipes but cant see other pipes

6 months ago

minhle1803New Member

asked in Ask the Community

Show Dynamic field in the card

Hi team,As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly.However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you!

6 months ago

zparker_inwayriskNew Member

asked in Ask the Community

Seeking Expertise: Complex Workato-Integrated Workflows & Enhancements

I'm in need of a Pipefy Superuser who can assist with some complex workflows integrated with Workato. Specifically, I'm looking to enhance PDF generation, automations, and third-party integrations. If anyone is willing to lend a hand, please get in touch!zparker@inwayrisk.com

5 months ago

felipe-ignacio-arenasNew Member

asked in Ask the Community

Attach docs to email

Hi Everyone!I was wondering if it’s possible to attach a document uploaded on one of my cards in my pipe as an email template?I know that you can use the Dynamic Field to get the link to the document, but what I really need is the document attached to the email, not the link to the file.I don’t know much about integrations, so maybe there’s something in that area that could help me. Thank you all!

6 months ago

Marce HuertaNew Member

asked in Ask the Community

"Justify text" in PDF

Hello everyone! I have a problem that I need to solve. How do I use the "Justify text" formatting in a PDF. THANK YOU!

6 months ago

gabriel-dianaNew Member

asked in Ask the Community

Automation moving parent card twice

I have an automation that moves the parent card to DONE whenever the child card (in another pipe) is moved to DONE. This is the automation (as simple as it gets) But for some reason and somehow, whenever the child card is moved to DONE, the parent card is moved TWICE do DONE (how is that even possible? no idea) It’s not a big deal, but I have another automation that sends a Slack notification when the parent card is moved to done, and this makes this automation send the message twice - which is quite annoying What could be causing this? I don’t know what I am doing wrong!

6 months ago

Marieli CecíliaNew Member

asked in Ask the Community

AGENDAMENTO DE ENTREGA

Boa tarde, Como faço para agendar a entrega do pedido 4900013210 - Cientificalab?

6 months ago

daniel_aroucaNew Member

asked in Ask the Community

Como alterar o e-mail de login nesse fórum?

Prezados, tudo bem? Gostaria de alterar meu e-mail de acesso á comunidade, como faço isso?

7 months ago

jorden-monroeNew Participant

asked in Ask the Community

“Synchronize card's field with this fixed field” setting

Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why?

7 months ago

jorden-monroeNew Participant

asked in Ask the Community

Pipefy Outages

Hi Pipefy,Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious

8 months ago

tropicalshipNew Member

asked in Ask the Community

Add an information from email body to a especific box in the card - Adicionar uma informação do corpo do email a uma caixa no card

Good day,Dear Team,When I send one email with our Quotation, we put in copy the email of the pipefy Card creation. I would like to add some information of my email sent in the automatic card creation.The information is nome of Company, Name of Ship, department, Amount total Quoted.The information will be described in a table in the body of the email, is it possible for the pipefy to automatically detect them and add in a specific box in the card created? Bom dia,Querida equipe,Quando envio um e-mail com nossa Cotação, colocamos em cópia do e-mail de criação do Card pipefy.Gostaria de adicionar algumas informações do meu e-mail enviado na criação automática do card.As informações são nome da Empresa, Nome do Navio, departamento, Valor total cotado.As informações estarão descritas em uma tabela no corpo do email, é possível que o pipefy as detecte automaticamente e adicione em campos especificos no card?

4 months ago

christian-delvalle-sekufinNew Member

asked in Ask the Community

Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

8 months ago

christian-delvalle-sekufinNew Member

asked in Ask the Community

Importer to Database

5 months ago

chrgilles

asked in Ask the Community

Strange card field in kanban view...

Hi all,I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others…Those fields appears suddenly without any capability to change or move it...When i’m opening the card, field appears on the top of the card, with no capability to delete or move it.Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

8 months ago

Ninu22New Member

asked in Ask the Community

Unable to login email

Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue?

8 months ago

sistemas-lehitInspiring

asked in Ask the Community

Name´s tags

Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?

9 months ago

Terri HemphillNew Member

asked in Ask the Community

Time Zone in email templates

I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?

9 months ago

sistemas-lehitInspiring

asked in Ask the Community

Create a card in another Phase

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?

9 months ago

AstroBoyNew Participant

asked in Ask the Community

Subscription bug

\Our subscription plan is Business , but now the PIPEFy informs that we have exceed starter plan. Any solution please?

9 months ago

carl-bullsNew Member

asked in Ask the Community

Permanently Filter a Database

Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.

9 months ago

daniel-bluelotuscreativeNew Participant

asked in Ask the Community

Test Automated Emails

It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created a nice quick workflow for this?

9 months ago

sistemas-lehitInspiring

asked in Ask the Community

DeadLine

Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day

9 months ago

sistemas-lehitInspiring

asked in Ask the Community

Portals

Why do some pipes in a portal open in the same window and others open in a new window?

9 months ago

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