Ask the Community

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

  • 441 Topics
  • 1,304 Replies

441 Topics

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
6 months 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
4 months 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
4 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
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
8 months 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
30 days 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
8 months 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
3 months ago
Valery N
Valery NRegular Participant
asked in Ask the Community

it is possible to move a crad between 2 different companies?

hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain,  somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?   i appreciate your comments 

4
Lucas Democh
2 years 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
10 months ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Update a Table Record

I'm trying to update custom fields in the table record, but it seems the API only permits to updatethe title and due date.That mutation should work, isn't it?mutation {updateTableRecord(input: {id: %(id)sfields_attributes: %(fields_attributes)s}The custom fields it is the field_attributes, in the follow way:field_attributes = [{"field_id": "field_id_1", "field_value": "field_value_1"}]Any clues to update custom fields rather the title in Table Records?

4
tsartori
1 year 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
1 year ago
lucas-fernandes4
lucas-fernandes4Regular Participant
asked in Ask the Community

Fields in other languages

Hello everyone,I’m suffering a lot to be able to offer my form in different languages exe: EN/PT/SP. I already did it but with a lot of effort, basically duplicating the fields in the different languages and creating also different conditionals rules, but that makes it a lot harder to manage the pipe and keep it organized when a new update is necessary.Is Pipefy working on something to make that easier? I just wanted a way for the system to give me an option to put the context of the fields in different languages without the needing of duplicating it and creating several conditionals for that. 

4
Nicole Chiroli
Product Manager
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
2 years ago
guilherme_plazza
guilherme_plazzaParticipating Frequently
asked in Ask the Community

Details about the "total time in phase"?

Hello everyone! I have a question: does the "total time in phase", which is exported in pipe reports (for example), also count only working days?I’d like to know for the case when the flag "Count weekdays only" is activated in pipe configuration. My ideia is using this for SLA analysys (besides the alert already in phases). Thank you!

4
Lais Laudari
Community Manager
1 year ago
Zac C
Zac CNew Participant
asked in Ask the Community

Reordering List View - Possible?

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team?  For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

4
Rodrigo Leite
Pipefy Staff
10 months ago
Nigel O'connell
Nigel O'connellRegular Participant
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
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Copy cards from Pipe to another Pipe using automation

Pipe as a View StatusPipefy could have a feature / automation that allow copy from a Pipe specifics cards (based on criteria) to another Pipe (read-only) to be accessed by customers / users to follow-up cards.  

4
Ezequiel Souza
2 years ago
albergamin
albergaminRegular Participant
asked in Ask the Community

Como vincular registro de uma tabela com outra nos pipes?

Bom dia.Estou criando um pipe de suporte. Tenho uma tabela de cliente, uma de produto e uma que vincula o cliente e os produtos que utiliza.Eu quero montar no meu card uma opção onde eu seleciono o cliente e lista automaticamente os produtos vinculados a ele. É possível fazer isso?André

4
Rodrigo Subirá
Product Manager
1 year ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Clone Cards on the same Pipe

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

4
lais_lot
Pipefy Staff
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

4
Mstuart
2 years ago
tsartori
tsartoriSuperuser
asked in Ask the Community

Delete a single flow

Hello Guyss, Its possible to delete a single conection between phases in a flow?Thank you for the help

4
tsartori
1 year ago
Carlos Piereti
Carlos PieretiRegular Participant
asked in Ask the Community

Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

4
Carlos Piereti
2 years ago
wesley-custodio
wesley-custodioNew Participant
asked in Ask the Community

Create Card with attchment through API

How create a new card with an attachment through API ?I tried this, but API response was, Invalid input.

4
tsartori
1 year ago

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