Skip to main content

Ask the Community

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

  • 608 Topics
  • 2,078 Replies
608 Topics
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Interfaces

We’re starting to build and use Pipefy Interfaces. One of our frustrations with “Data” elements is that there doesn’t seem to be a way to allow a user to ‘launch’ a card from the element in it’s Pipe.Example ScenarioA Pipefy Interface Page contains a Data element drawn from a “Customer Enquiry Pipe” and shows all new customer enquiry cards. Ideally, we would want to be able to click on one of those cards to be taken directly to that card in the Customer Enquiry Pipe. This would allow the user either to view the card or to mode the card through the workflow. 

1863
Ana Oliveira
Pipefy Staff
7 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Pipefy Interfaces - Embed refused to connect

We are trying to embed a page from our public website link into a Pipefy Interfaces page using the Embed feature. Pipefy reports error "{www.webaddress...} refused to connect”Any ideas how to get this to work?

1183
mark-theotcentre
7 months ago
Priscila Rodrigues
Pipefy Staff
Priscila RodriguesProduct Manager
posted in Ask the Community
Lançamento - Um novo portal de solicitações está disponível!

Temos o prazer de anunciar o novo Portal de Solicitações, o catálogo central de serviços para seus solicitantes!Se você já usava o portal para divulgar seus serviços, vai gostar ainda mais do Novo Portal. Desenvolvido para transformar a maneira como sua empresa gerencia solicitações, nosso portal é uma solução integrada e personalizada para diferentes áreas entregarem uma experiência de autoatendimento segura e intuitiva para funcionários, clientes, fornecedores e mais.  Abaixo estão as principais funcionalidades do Novo Portal:Personalize com a identidade visual da sua empresa: personalize o nome do seu portal, banners, imagens, vídeos, cores de texto, e muito mais; Mais fácil de construir com elementos arrastáveis, tornando a construção do portal mais simples e intuitiva; Destaque formulários frequentes e crie páginas específicas (sub-portais) para agrupar conteúdo por departamento ou assunto; Acesso rápido a links de ajuda e documentos relevantes diretamente no portal; Outros usuári

1001
marcosmelo
7 months ago
Milos
MilosNew Member
asked in Ask the Community
Reports shows wrong filter options

Hello,by working on Reports i found an issue related to filter options.For an example, lte’s say there are 2 Reports: “Active” and “Done”.The tested case is:Open the report “Active” - it has the filter option “Created at: current month” - it shows items properly Then, open the report “Done with filter options “Current phase is: Done” and “Finished at: current month” - it shows cards in Done phase for this months and it is ok Opening again the report “Active” will show the filter option “Current phase is: Done”, remembered (or cached) from the report “Done” and it is wrongThe following pictures illustrate this issue: 1.  2. 3. I already tried to clear cache in different browsers, but the problem still exist.Tell me, please, is there are already solution for this issue or could it be resolved soon? Thank you very muchVladan, HORISEN 

1065
Lais Laudari
7 months 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?

6635
H
7 months ago
gcastro03
gcastro03New Member
asked in Ask the Community
É possível adicionar 2 etiquetas em um mesmo card?

Bom dia! Gostaria de adicionar mais de uma etiqueta em um mesmo card. Vocês sabem se é possível? Tentei e não deu certo. 

644
marcosmelo
7 months ago
Farack
FarackNew Member
asked in Ask the Community
My pipes are gone

My pipes simply disappeared, I no longer have any forms and I can't speak to support.

722
natalia-manffre
Pipefy Staff
7 months ago
tropicalship
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?   

1285
thassia
8 months ago
T
TMZNew Member
asked in Ask the Community
Creating 2 fields pulling data from the same Database, with one field automatically populating results according to first field

How to create 2 fields, the one field where I will be able to search User & once I select User the 2nd field will automatically populate with the Users email on the card from the same database 

1146
T
8 months ago
zparker_inwayrisk
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 

1021
thassia
8 months ago
producto
productoNew Member
asked in Ask the Community
Do I have a limit on card creation in a pipe?

Hello, I currently have a connection set up between Zapier and Pipefy to transfer data from Excel and create new cards in a pipe. However, I'm wondering if there are any limits on the number of cards I can create within a pipe?"

933
natalia-manffre
Pipefy Staff
8 months ago
T
TMZNew Member
asked in Ask the Community
Display 2 results from 2 different columns on the database on the same card

Please assist - How to display 2 results from 2 different columns from the database on a card

1348
marcosmelo
8 months ago
willy
willyNew Participant
asked in Ask the Community
Numbering Ticket Submmited

is there any way we can create a running number for all the ticket submitted? I find it very hard for me to go search the card one by one. too time consuming

684
marcosmelo
8 months ago
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community
Importer to Database

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

1709
T
8 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Clarify "connected card" and "parent card" terminology on Pipe Connections

Could someone help clarify terminology on “Advanced Options” for a Connection Field on a Pipe Phase Am I correct in thinking that the Pipe Phase Card is the “parent card” and any cards associated with it in this pipe or any other pipe are “connected card”? Thanks

771
marcosmelo
9 months ago
owen-kosnen
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.

944
Lais Laudari
9 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Field Conditionals need to recognise 'current user'

RequirementIn the absence of Parallel Flows in PipefyApproval Processes can hold up an entire process when some phases in a process could continue whilst an Approval is sought.For example, imagine Phases A,B and C need approval before Phase F can be undertaken but Phases D and E could be undertaken whilst approvals are sought on A,B&C.SolutionPhases A,B and C have an Approval Assignee field.  When Fred, the user assigned for Approval opens Phase A, a field condition detects that ‘current user’ = Phase A Approval Assignee and shows a (previously hidden) Approval Date fieldWith this approach, a Card needn’t move to a dedicated Approval Phase. Approval is possible in the Phase in which it was requested

1125
marcosmelo
9 months ago
mark-theotcentre
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

793
marcosmelo
9 months ago
felipe-ignacio-arenas
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!

2268
Lais Laudari
9 months ago
willy
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

494
marcosmelo
9 months ago
M
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! 

998
marcosmelo
9 months ago
Marce Huerta
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!

623
marcosmelo
9 months ago
G
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! 

614
G
10 months ago
Marieli Cecília
Marieli CecíliaNew Member
asked in Ask the Community
AGENDAMENTO DE ENTREGA

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

882
Lais Laudari
10 months ago
james-cunningham
james-cunninghamNew Member
asked in Ask the Community
Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

2397
Marce Huerta
10 months ago
Terms & ConditionsCookie settings