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  • 487 Topics
  • 1,531 Replies

487 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-FasterKnown Participant
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
Keto-Faster
Keto-FasterKnown Participant
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
10 months 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
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
Community Manager
10 months ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
7 months 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
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
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
acastroo
acastrooRegular Participant
asked in Ask the Community

Esconder Pesquisa nos cards conectados com Database

Estou tem um Pipe conectado a um database de usuários e quero ocultar na pesquisa os usuários que já não se encontram mais na empresa e estão com status de inativo dentro do database  Exemplo: Banco de dados de ‘’Usuários’’ está conectado ao Pipe de ‘’pedidos de compra’’no campo ‘’solicitante’’ . Assim acabando mostrando todo registros do banco.

5
Ezequiel Souza
1 month 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
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Update Labels

Hi everyone, i have a question, how can i update a label automaticlly when a card change of phace in de main overview?

5
marcosmelo
1 month ago
israel18
israel18Regular Participant
asked in Ask the Community

Vincular pessoa à um card para que ela possa acompanhar o status do mesmo

Pessoal,  É possível eu criar um card no meu pipe e vincular uma(s) pessoa(s) para que ela(s) possa(m) acompanhar o status (fase atual, etc) dele?

5
israel18
7 months 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
bart-batselier
bart-batselierParticipating Frequently
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-fornariParticipating Frequently
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
9 months 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
carl-bulls
carl-bullsRegular Participant
asked in Ask the Community

Ability to Show Two Dates on Calendar View

Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks

5
Lais Laudari
Community Manager
15 days 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
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
gbdoin
gbdoinParticipating Frequently
asked in Ask the Community

Filter Pipefy cards on connection field

Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field values was on the road map is it still? Edit2: also found this roadmap item where group of filters is in progress for reports, but this seams mostly unrelated to filtering cards on field values. No other item on filtering cards unfortunately. 

4
Keto-Faster
1 year ago
Karla Hernandez
Karla HernandezParticipating Frequently
asked in Ask the Community

Chat Bot

I would like to obtain more information on how to set up chat bots in Pipefy, can someone help me on this topic?

4
mozart-morales
Pipefy Staff
3 years ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

How to interate through all cards with Python in Pipefy

Hi! I'm working in a python script that read some fields from all cards from a pipe and them write it to pandas in Python. The main idea is to iterate through all key values from json list. Here's my code: import requests import jsonurl = ""https://api.pipefy.com/graphql""payload = ""{\""query\"":\""{ allCards (pipeId:127682, first:50) { edges { node { id title fields { name report_value updated_at value } } } }} \""}"" headers = { 'authorization': ""Bearer ""my_token"""", 'content-type': ""application/json"" }response = requests.request(""POST"", url, data=payload, headers=headers) print(response.text)Since here, all it's ok.But when I try to parse it with json with this code:json_dic=json.loads(response.text)for key in json_dic: print (key,"":"",json_dic[key])I just got an another list like the first ""print"", it seems that ""response.text"" is not a dict object, so when I parse it with json.loads, script can't identify the keys and separate them.Whats going wrong?Thx!

4
m.sabadini
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

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