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601 Topics
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601 Topics

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

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

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?"

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

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

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

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

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.

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

mark-theotcentreNew Participant

asked in Ask the Community

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

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!

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

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!

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!

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!

Marieli CecíliaNew Member

asked in Ask the Community

AGENDAMENTO DE ENTREGA

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

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

daniel_aroucaNew Member

asked in Ask the Community

Como alterar o e-mail de login nesse fórum?

Prezados, tudo bem? Gostaria de alterar meu e-mail de acesso á comunidade, como faço isso?

jorden-monroeNew Participant

asked in Ask the Community

“Synchronize card's field with this fixed field” setting

Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why?

jorden-monroeNew Participant

asked in Ask the Community

Hi Pipefy,Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious

Emily JamesonPipefy Staff

asked in Ask the Community

How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan?

jason147Regular Participant

asked in Ask the Community

Pipefy emails going to spam

I have seen a few topics over a a couple of years about Pipefy emails going to spam or being auto blocked and the team always say “We will chat to technical support”. Why is this still a thing, years later

genietimPipefy Legend

asked in Ask the Community

How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

asked in Ask the Community

Strange card field in kanban view...

Hi all,I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others…Those fields appears suddenly without any capability to change or move it...When i’m opening the card, field appears on the top of the card, with no capability to delete or move it.Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

carl-bullsNew Member

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

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