Ask the Community

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

  • 514 Topics
  • 1,679 Replies

514 Topics

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
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Prevent users from seeing/ accessing field

Scenario:A field is on start form which shouldn’t be used by the user An automation fills itIssue:To prevent users modifying it we make it a hidden field (conditional) When a field is hidden it seems that the automations don’t work?Question:Can you confirm this is expected behavior for Pipefy?  Am I missing a simple way to have non-user fields and have them updated in pipes?Potential Solution:If the API doesn’t have the limitation of automations (hidden fields not updatable) we could use the API to update the fields (if this is the best option, can you confirm that API works with hidden fields?)

5
marcos.pedrosa
Pipefy Staff
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  

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Ezequiel Souza
3 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Long Text Fields don't accept any code being stored in them?

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code?  Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors? 

5
Lais Laudari
Community Manager
1 year ago
Sarah Lane
Sarah LaneInspiring
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!

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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
3 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
2 years ago
mgdwyer
mgdwyerParticipating Frequently
asked in Ask the Community

Connections to Done cards no longer possible - breaking change?

Hi all, It seems that there has been a recent change to the Pipefy interface, such that cards in a Done phase can no longer be linked in connections. There are a lot of potential workflows, including a number we use internally, that need this. Is there a reason this was changed and can it be put back? Thanks,Mike

5
Juliana Spinardi
Pipefy Staff
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
2 years ago
ricardo-fornari
ricardo-fornariNew Member
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
Sarah Lane
Sarah LaneInspiring
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
2 years ago
tobiasbaco
tobiasbacoNew Member
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
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
3 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
2 years 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
populohub
populohubNew Member
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
3 years ago
rcamayo
rcamayoInspiring
asked in Ask the Community

how to share a file together from a parent pipe to a child pipe

I have a parent process in which all the information is loaded to start the process, this process goes to a child sub process in which the participants execute their task each one simultaneously in different phases, but in some phases I need to share an attached file which is loaded in the parent pipe.How can I access this attachment from the child pipe?

5
rcamayo
1 year ago
Keto-Faster
Keto-FasterNew Member
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
11 months ago
bart-batselier
bart-batselierNew Member
asked in Ask the Community

Formatting of the comment field

Hi all, Recently the format of the comment field has changed, messing up all our information for that card.It used to be structured, but now it’s gone.Anyone with the same problem ? @Giovanni Basso 

5
bart-batselier
1 year ago
ricardo-fornari
ricardo-fornariNew Member
asked in Ask the Community

Default value in Radio Button

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

5
Leandro Almeida
Pipefy Staff
1 year 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
Pipefy Staff
2 years 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
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
Pipefy Staff
2 years ago

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