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  • 484 Topics
  • 1,512 Replies

484 Topics

zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Importing Data Into Multiple Fields

I would like to import data that fills fields across multiple phases for new cards. I.e. one row of data would be used to create a new card and also fill in data for other phases of that card at the same time - not just the start form. When I am importing data, the importer tool allows me to select these ‘extra’ fields outside the start form, but I get an error each time I select them and then attempt an import. If I only import data only for fields in the start form, then I can create cards without any problems. Am I doing something wrong or is this not possible to do right now?

4
zach-ketosource
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.

7
leandro-almeida
Pipefy Staff
5 months ago
tatianabuck
tatianabuckNew Participant
asked in Ask the Community

COMMUNICATION BETWEEN KANBANS

Preciso tirar uma dúvida: dois setores internos, dentro de uma mesma org, mas que precisam se comunicar entre sí. Ao criar o campo “conexão”, o pipefy me da a oportunidade de fazer essa conexão. Perfeito, O problema está em caso essas duas orgs devam tratar do mesmo assunto mais que uma vez. como orquestrar isso? e em termos de sla? pq teremos mais que uma inda e vinda do card entre kanbans. Isso é muito urgente. __________________-I need to ask a question: two internal sectors, within the same org, but that need to communicate with each other. When creating the "connection" field, pipefy give me the opportunity to make this connection. Perfect, The problem is in case these two orgs should deal with the same subject more than once. how to orchestrate this? and in terms of sla? cause we will have more than one in and out of the card between kanbans. This is very urgent.  Tks! 

2
alicereis
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Is it possible to remove editing permissions for connected fields?

I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?

3
julia-pinheiro
Pipefy Staff
1 year ago
rcamayo
rcamayoInspiring
posted in Ask the Community

simultaneous tasks at different phases

how can I start different phases at the same time created from an initial phase.example: I have a detachment process in which I have to perform different tasks by areas, and each area has its assigned phase, how can I make them all start their phase without depending on the previous phase.what is required is that when entering the preparation phase, all the required phases can be triggered at the same time.

4
Ezequiel Souza
1 year ago
rcamayo
rcamayoInspiring
asked in Ask the Community

sub process

can you create a connection from an initial card to different phases with different people in charge of those faces and when each person finishes the assigned task it goes to a last phase?

2
julia-pinheiro
Pipefy Staff
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

The 'Autofill Fields' menu does not load properly when updating it

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

3
zach-ketosource
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Automation to update a connected field

I would like to update a connected pipe’s field when another field is updated. I can automatically choose a fixed field value from a connected pipe, but I cannot update any fields for the connected pipe with this automation. I’m wondering if I’ve missed something here or I’m choosing the wrong options? I’m currently using the ‘A field is updated’ - ‘Update a field’ option set for the automation. Any help is greatly appreciated.

4
zach-ketosource
1 year ago
Joao Veglione
Joao VeglioneNew Participant
asked in Ask the Community

401: Unauthorized when downloading card attachments

Hello,I really need to download a lot of cards attachments to create an offline backup.I have tried creating a report of the cards and using it with wget to download the files. But after downloading a couple of files (something between 4-7) i get an 401 error.So i tried using GraphQL API to get the attachments links but i get the same error after downloading some files.Is there a way to mass download the cards attachments? Or download everything that i have in a Pipe?Thanks!!  

1
Karine Cristina
Pipefy Staff
1 year ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiRegular Participant
asked in Ask the Community

API call | exportPipeReport | I'not retrieving ID from json return

 Hi! I’m trying to recover one specific info from a POST that i’ve done.import requestsimport jsonurl = "https://api.pipefy.com/graphql"payload = {"query": "mutation {exportPipeReport(input: { pipeId:\"XXXXX\", pipeReportId: \"XXXXX\"}) {pipeReportExport {id}}}"}headers = { "Authorization": "Bearer XXXX", "Content-Type": "application/json"}response = requests.request("POST", url, json=payload, headers=headers)data = json.loads(response.text)Id_relatorio = data['data']print(Id_relatorio)I’m using python 3, but i can only recover the entire data: { "data": { "exportPipeReport": { "pipeReportExport": { "id": "302968765" } } }} Do you have any idea how to manipulate the returning JSON, with python, in order to print only the “ID” info? Thanks!

2
Diego Anselmo Saiotti
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

How to Automate Assignment of Multiple Assignees

Background:I have an automation that gets Assignees from an Assignee field and add them to a different Assignee FieldProblem: When there is more than one assignee in the first field, it seems to break and does nothing It doesn’t seem to be able to handle the Assignee array / only single assigneesExample Use Case:Using assignee fields like this with automations can help to centralize permissions in one place by team or other grouping (e.g. the “TEAM Members” database) You can then allocate those assignments to cards in any other pipe.

3
julia-pinheiro
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Error on Importing Connected Fields to Pipe

Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.

2
julia-pinheiro
Pipefy Staff
1 year ago
mgiammarco
mgiammarcoNew Participant
asked in Ask the Community

Italian translation

Will Pipefy implement italian translation?What can I do to help?Thanks,Mario

2
genietim
1 year ago
mgiammarco
mgiammarcoNew Participant
asked in Ask the Community

Dynamic knowledge base

Hi,I am evaluating Pipefy because I have a complex IT services business.I have seen how Pipefy can cover most of my use cases.This use case is different: I would like to implement a checklist based knowledge base.I explain: people can have a portal where they can search for a card.Each card solves an IT problem (“disk full problem”) and it has a description text of the problem, one or more links to external documentation and a checklist.Cards can be combined: “finished space problem” can have “inside” the cards “disk full” and “email full”Basically a standard knowledge base has these problems:checklists are better than a long document to read checklists can be assigned to IT staff as a work to doHave you some ideas on how I can implement this thing with Pipefy?Thanks,Mario

1
julia-pinheiro
Pipefy Staff
1 year ago
fernanda000
fernanda000Regular Participant
asked in Ask the Community

Problem connecting pipefy to zapier

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

3
denise-hipolito
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Recurring Task Creation in Pipe with Backlog Phase

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

2
Keto-Faster
1 year ago
Besnik
BesnikNew Participant
asked in Ask the Community

Is there any possibility to model processes in pipefy ?

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

2
julia-pinheiro
Pipefy Staff
1 year ago
adam-t-jaggers
adam-t-jaggersRegular Participant
asked in Ask the Community

Send Email from form data

I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form. Any thoughts on how to do this?

4
julia-pinheiro
Pipefy Staff
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Access to Records by Permissions

Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

4
Keto-Faster
1 year ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

2
Edmar Machado
1 year ago
soumit
soumitRegular Participant
asked in Ask the Community

Allow request tracking not working

When I go to share > customize > Allow request tracking I am able to set the toggle to on and the message “settings saved successfully” comes up, but when I exit and go back to the same settings it shows the toggle to be off. 

3
Juliana Spinardi
Community Manager
1 year ago
ViniciusSantosFocus
ViniciusSantosFocusNew Participant
asked in Ask the Community

How can I get Assignee ID from a card using pipefy API?

I would like to know how can I get Assignee ID from a card using pipefy API?

1
alicereis
1 year ago
fernanda000
fernanda000Regular Participant
asked in Ask the Community

How to set a personalized action when my card changes phase

I want to set a trigger so that when my card changes to a specific phase, I can get it's data and use it to do a request to another API.What would be the best way to do this? Is it possible to do it inside a Pipefy framework app or would it be better to fetch the card/pipe data with graphql?

4
V
10 months ago
cassios90
cassios90Regular Participant
asked in Ask the Community

Problem with database column size change

Hi, I was trying to resize the column of my contacts database so i’m able to see all info at once, but any change, in any column makes the screen blank, then when i refresh the page, all columns are back to their original size.I’ve attached a video of the problem

2
rafael.jefte
1 year ago
Tegrus
TegrusRegular Participant
asked in Ask the Community

"Id" obtained from frontend doesn't work in graphiql.

I'm having a problem executing the query "card(id: "2jw9V38Y") { title }". I'm getting the id of the card through the instance "window.PipefyApp.init().card()", this in the front-end, but this id doesn't seem valid for graphiql operations. If I copy the id contained in the browser's url (id only with numbers), the query returns the data correctly.

3
genietim
1 year ago

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