Ask the Community

Hello pipefy, who will be the new community manager?

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template.  Please can you also add a screenshot of the coding with your illustration.  Thanks

Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible? 

Hi guys, I’m failing to change the date format from MM/DD/YYYY to DD/MM/YYYYResult in email: 

Some people in our organization don’t receive any notification when they are mentioned in a comment.In some pipes we use the comment section to sinalize to others when part of the job is done or something else is needed. It’s easier than doing in through other platforms. However, some of us are not getting notified. Not when we click on the notification bell inside Pipefy nor per e-mail.We already checked their notification settings and disabled it and then enabled it again but nothing. I already reported it to our representative with pipefy more than a month ago and still haven’t gotten any feedback.  

Hello everyone!!😀 I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

Hello everyone!!😀My name is Megan and I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

How to create a button in an email template? I would like to create a more visible CTA (call to action) on emails I send to external requesters. 

We’re using the Pipefy API to move a card to a “Cancelled” Phase when an external event occurs.The issue we face is that the API bombs out with a runtime error when there are incomplete mandatory fields on the cards current phase. I’m trying to come up with a way to manage this particular situation.One solution, in theory, could be for the API to set the value of a particular field on the Start Form to signal field conditionals (on all phases) to hide all fields. That would work, except there’s an established bug in Pipefy which means that field conditionals are not triggered when a field is updated via the API. They only trigger when a field is updated via the user interface. (A bug I reported more than 12 months ago!).Any suggestions very much appreciatedThanks

I see that I can set up an auto message to a channel, but can I send to a specific user? 

I would like to suggest a way to add the date the card was created in the email templates and/or even in the card subtitle. This is interesting information to appear in email notifications and to control pipe participants.

Olá, estou com uma grande dificuldade de fazer a automação de emails funcionar, eu crio a automação corretamente mas ela não funciona pois consta que minha conta está com uma atividade de email incomun, não consegui acesso ao suporte do pipefy, alguém sabe como posso resolver isso?

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

Hello! All good?Today in my process we only use the “Tasks and Requests” option and we need to move the card numerous times between processing and pending information when information is missing, but when the Card returns from missing information to processing, in the “Tasks and Requests” are considered completed and not pending. How can I solve it so that when a card returns to a phase it is in “pending” and not “completed” in “Tasks and Requests”?

Hi Guys, how do I do additions of multiple currency fields, tried formula below & its not working 

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?

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 

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?

Can someone help me understand the purpose of the “Synchronize card's field with this fixed field” capability on fields like Assignee, Label, Due Date?Perhaps someone can suggest some real-world use cases which would help me see how/why.Also, what direction is sync? eg;if an assignee field is set, does this update the Assignee field on the Card if the Assignee field on the card is set, does this update Assignee fields on Phases?THanks for any help

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?   

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 

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 

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?"

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

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