Ask the Community

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

  • 479 Topics
  • 1,505 Replies

479 Topics

M
maciekszNew Participant
asked in Ask the Community

Custom survey link sending by automated email

I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer.  I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.

2
rafael.jefte
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

5
Keto-Faster
6 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Using Card Checklist as Steps of Task: Creation + Checking via Automation or API

Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.

1
Lucas Democh
1 year ago
Nasnl
NasnlRegular Participant
asked in Ask the Community

How to lookup a value and use that in next step automation?

I can’t seem to figure out what probably is simple. Would appreciate a few pointers. I have an incoming message with a label. Based on the label, I want to do a lookup in a table what outgoing message fits that label (and then send that outgoing message to the email address of the incoming message).I can’t figure out how to do a lookup in a table in this context.Thanks for your help!

2
Nasnl
1 year ago
jorge-barbi2
jorge-barbi2Regular Participant
posted in Ask the Community

Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
1 year ago
B
BraintreeNew Participant
asked in Ask the Community

Invalid JSON payload in GraphQLAuth POST request

I am getting Error Json payload request error.https://api.reportresults.gia.edu this is my request Json payload'{"query":"{\n  getReport(report_number: \"'6425815757'\") {\n      report_date\n          report_number\n            report_type\n        results {        \n        ... on LabGrownDiamondGradingReportResults {\n               identification\n            shape_and_cutting_style\n            measurements\n            carat_weight\n                color_grade\n              color_origin\n            color_distribution\n            color_distribution_code\n          clarity_characteristics\n              clarity_grade\n            cut_grade\n             polish\n               symmetry\n              fluorescence\n            key_to_symbols {\n      order            \n          characteristic            \n            image        \n            location\n        }\n         inscriptions\n             proportions{\n              depth_pct\n                 table_pct\n              

2
Lais Laudari
Community Manager
1 year ago
A
aaron-smithRegular Participant
asked in Ask the Community

How to move a card to a new pipe?

I want to create an automation that moves a card from one pipe to the next.  I’m able to do this as a workaround with an automation that creates a new child card in the desired destination pipe, but I would rather move the card itself than create a new child card.  Are there options for this?

3
Lais Laudari
Community Manager
1 year ago
kristi8
kristi8New Participant
asked in Ask the Community

Database column order

Is there a way to change the order of the columns in a database?

1
Lais Laudari
Community Manager
1 year ago
jpatel1
jpatel1Regular Participant
asked in Ask the Community

Item list doesn't expand

I have a situation where we are attaching an item in Card A using a connected pipe from Card B.  While I can click on Card A and see the item being listed as Card B, but I can’t expand (Pop-up or Open) Card B.  Has anyone seen similar issues? Help appreciated

5
Lais Laudari
Community Manager
1 year ago
h-tisaka
h-tisakaRegular Participant
asked in Ask the Community

Ok, we want to retrieve data from another card in another pipe, is that even possible?

We have a “reimbursable expenses portal (REP)” for our contractors We have a “project pipe (PP)” that contains all information (customer, dates, location, etc) of a given project The “project pipe” has an ID# field  In the REP, we want the contractor to input the ID# and then pull all the information, so the user knows that he in inputting data in the correct project 

3
Ezequiel Souza
1 year ago
joao-noeme
joao-noemeNew Participant
asked in Ask the Community

Integration of Pipefy with maps (GPS) features

In my company (dedicated to services in Precision Agriculture Area) I have a couple of teams always in the field, doing maintenance/ instalation of our products (sensors, stations, etc.) or doing field work services (flying drones, take soil samples, etc.). Sometimes we see an issue in the field (damaged tube in the irrigation pipe, fallen tree, pest or disease in a plant, etc.) that we would like to open a ticket (a card!) in a pipe, in order to solve the problem. This ticket should have a photo and a GPS location of the issue. In Pipefy, I can do all of this except the GPS location (and the possibility of checking all the issues in a map view). Is there any way of creatiing / adding points in a specific map in google maps (in my account), in order to have the points of the issues (cards) I create in Pipefy in a map view? Or at least to save a GPS point in a new card created? Since Pipefy does not do it itself (it should, a button called GPS point!!!), is there any form of integration

2
Lucas Democh
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Automation Problem

I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina

1
Lais Laudari
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Ask the Community

Quick Survey | We want to know your opinion about Pipefy's Help Center

Hi, there!We are looking forward to knowing your opinion about Pipefy's Help Center.Would you please answer a quick survey?We appreciate your participation. 😀 Go to the survey Portuguese version here.  👈

281
rafael.jefte
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Database Additional Fields

Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt

1
Lucas Democh
1 year ago
aryanda
aryandaNew Participant
asked in Ask the Community

Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

4
rafael.jefte
1 year ago
Yext-Pipefy
Yext-PipefyRegular Participant
asked in Ask the Community

Can we apply Filters on Pipefy Database

How can we filter the Pipefy Database when connected to a field on start form?

3
Keto-Faster
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Request Tracker Attachment Issue

Hello Team, I am facing one issue where the PDF attached in attachment section can be opened successfully from the pipe card itself. But same attachment, when we try to open from a request tracker form, it errors out saying “Something went wrong” Regards,Avni Bhatt

1
abhatt
1 year ago
radams
radamsRegular Participant
asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

2
radams
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Request Tracker Link

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

1
alicereis
1 year ago
abhatt
abhattInspiring
asked in Ask the Community

Multiline text box watermark text

Hello Team, Can we add watermark text to a multiline text box field? Regards,Avni Bhatt

1
alicereis
1 year ago
abhatt
abhattInspiring
posted in Ask the Community

Access Tracker Form

Currently, on access tracker, only fields from Initial forms are shown. How can I show fields from other phases too on the access tracker?

2
rafael.jefte
1 year ago
J
James.liRegular Participant
posted in Ask the Community

Tracking payment received using pipefy

Our business is based on milestone payments with final amount changing in the process. Is there a way to track payment received and remaining amount using pipefy? Thanks.

3
alicereis
1 year ago
J
James.liRegular Participant
asked in Ask the Community

How to display more field on card

I’m looking for a way to add more field to the card display on the kanban board. The card currently only display three default field. This is a critical function because the search function on kanban can only search for field that is displayed and not all field in the card. Thanks for help,

3
genietim
1 year ago
gabriel-oliveira4
gabriel-oliveira4New Participant
asked in Ask the Community

Set SLA based on card priority

Is it possibile to set SLA for a card in an specific step of the flow based on a custom priority field? Here is my scenario:I have a custom “select from list” field labeld “priority” which accepts values from 1 to 5 (such that 1 indicates the highest priority and 5 the lowest). I would like to set a shorter SLA when priority is higher.I could create 5 different columns, one for each priority level, but that would make the pipe confusing.

1
Rodrigo Subirá
Product Manager
1 year ago
bhrzk1
bhrzk1Regular Participant
asked in Ask the Community

Get Public URL of Card via Python

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.

4
Lucas Democh
1 year ago

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