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

  • 357 Topics
  • 1,038 Replies

357 Topics

moacyr-baptista
moacyr-baptistaRegular Participant
posted in Ask the Community

cards query does not return endCursor

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

3
moacyr-baptista
11 months ago
will66
will66New Participant
asked in Ask the Community

Unique form links with pre-filled fields

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? 

2
ViniBevilacqua
11 months ago
J
John WilliamsRegular Participant
asked in Ask the Community

Automation is not running

 I configured an automation 'move cards' and it's not working. Do you know what is happening?

7
Sarah Lane
11 months ago
gabrielamattos
gabrielamattosRegular Participant
posted in Ask the Community

Documentation of processes within pipepy

Hello Guys,I'm starting a journey to document important information about the processes modeled within pipefy and would like to ask the community if anyone has done something like that.My idea is that within pipefy I can write who owns the process, who can make changes, what the purpose of the pipe is, why users have x type of view, what are the main rules for automations and triggers, etc.Has anyone thought of something like that?

3
tobiasbaco
11 months ago
ramon-amorim1
ramon-amorim1Regular Participant
posted in Ask the Community

Card-Table and Table-Table Relation

Hello Everyone,  I just need the query to do a card-table relation and a table-table relation

8
rafael.jefte
11 months ago
emilialicha
emilialichaNew Participant
asked in Ask the Community

Migração informação do Trello para o Pipefy

Oi pessoal, será que é possível enviar cartões em massa do Trello para o Pipefy?

3
rafael.jefte
1 year ago
jean.eduardo
jean.eduardoKnown Participant
asked in Ask the Community

Automação com condição

Bom dia pessoal, Preciso criar a seguinte condição numa automação: Gatilho: Quando o campo Z for atualizado.Condição: se um campo x for igual a um campo Y. Ação: atualizar um campo. Não estou conseguindo fazer essa automação porque preciso criar uma condição de igualdade entre dois campos presentes no pipefy. Não pode ser um valor fixo. Alguém tem alguma ideia de como posso contornar isso?

4
jean.eduardo
1 year ago
sean.collins
sean.collinsRegular Participant
asked in Ask the Community

How can you Send additional automated emails from a card in a phase that has breached SLA?

Hi Pipefy community,I’m a recent user of the platform and love it’s potential. I currently have one process running in Pipefy and overall it’s going super well. However I have a question / challenge for the group. Disclaimer - I have reached out to support, and while they were helpful and have offered a workround, it’s not really practical and sustainable. So hoping the larger community might have additional insights.Below is a screen shot of a portion of the flow. The 3 visible phases, Offer Made, Accepted - Retention, Accepted Trial.There are currently 17 cards sitting in Offer Made, all are “late” - having breached the SLA of 2 days. I have an automation to send an email once the SLA is breached - this works well. However a number of the cards have been sitting in this phase for over 1 week, for example. I now want to sent another reminder email to each card. This is the challenge - there is no way to send automated email, unless some activity happens with the card, such as “update

3
rafael.jefte
1 year ago
mariangela3
mariangela3Regular Participant
asked in Ask the Community

Automação de Responsáveis com condição

Olá…é possível construir uma automação do tipo:Se o campo x for igual a Londrina, atribuir o responsável X; se o mesmo campo x for igual a Curitiba, atribuir o responsável Y ?Tenho 8 possíveis responsáveis, dependendo da cidade em que atuam.

6
rafael.jefte
1 year ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Is there any way to store a long text in a Pipefy Databse record?

I get an error sayng text field must be 255 chars or less. Is there any way to store a long text in a Pipefy Databse record? Thanks.

2
Nicole Chiroli
Pipefy Staff
1 year ago
tatiana-fischer
tatiana-fischerNew Participant
asked in Ask the Community

Contas a Pagar.

Como incluir parcelamentos de forma automatica e nao manual ( todo mes ter que colcoar o valor da parcela)?

1
rafael.jefte
1 year ago
Michel
MichelRegular Participant
asked in Ask the Community

How can I upload or remove an attachment using API?

It's possible to upload a file and create and/or delete attachments in pipes using GraphQL API?

6
tobiasbaco
1 year ago
jean.eduardo
jean.eduardoKnown Participant
asked in Ask the Community

Envio por E-mail customizado

Boa tarde pessoal, Tudo bem?  Estou tentando usar uma e-mail de caixa compartilhada para mascarar meus e-mails enviados pelo pipefy. Porém, os e-mails não estão indo de forma automática e quando tento enviar de forma manual aparece que algo deu errado durante o envio. Por ser um e-mail de caixa compartilhada eu não consigo utilizá-lo como máscara? 

7
jean.eduardo
1 year ago
Gabriel F.
Gabriel F.Regular Participant
asked in Ask the Community

Cor do Vencimento do Cartão

Olá, estou tentando configurar o meu pipe para que quando faltar 30 dias para o vencimento do cartão, o vencimento fique em amarelo, e quando faltar 5 dias, fique vermelho. Porem não estou encontrando essa opção, de padrão, parece que fica amarelo quando falta 1 dia e vermelho no dia. Existe alguma forma de eu fazer essa configuração ?

3
Gabriel F.
1 year ago
luiz_menani
luiz_menaniRegular Participant
asked in Ask the Community

GraphQL Relatórios

Olá! Espero que estejam bem.Pessoal, fiz um relatório bem simples no Pipefy. O Pipe é de Solicitações de Atendimento.. Possui somente 4 fases. Precisava de uma lista de todos os cards de um determinado cliente.Fiz um relatório, selecionei os campos e pronto. Basta filtrar por nome que tenho o resultado.O problema é que tenho que exportar esse relatório para uma página do site do Wix, área logada.No Wix consigo abrir colocar um código HTML incorporado. Minha questão é:Eu consigo através do GraphQL obter o relatório que criei? 

2
Lucas Democh
1 year ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

7
Edmar Machado
1 year ago
gonzalo9
gonzalo9Known Participant
asked in Ask the Community

Mail Number Format

Hello !I have a mail template with the Pedido ID (numeric)… how can I set de format of the number?,.. without decimals.. in the mail template? 

5
gonzalo9
1 year ago
wesley-custodio
wesley-custodioNew Participant
asked in Ask the Community

Create Card with attchment through API

How create a new card with an attachment through API ?I tried this, but API response was, Invalid input.

4
tsartori
1 year ago
Cilene Araújo
Cilene AraújoNew Participant
asked in Ask the Community

Finalizar um Pipe sem excluir

Bom dia!É possível finalizar um Pipe sem excluí-lo?

3
tsartori
1 year ago
brennomaeji
brennomaejiNew Participant
asked in Ask the Community

[GraphQL] Can I filter cards by custom field values?

I’ve seen here (https://developers.pipefy.com/changelog/new-graphql-feature-query-cards-by-updated_at) that we can filter cards by using built-in field liks update_at. How can I filter my cards by a custom field? Let’s say i have a field called “customer_id”. I tried this but didnt get it to work: query allCardUpdatedYesterday { allCards(first: 20, pipeId: 123,filter: { field: "customer_id", operator: equal, value: "87y8-b7a6b-8a6c"}) { edges { node { id title } } } } Do I have to prefix the field id with something? The response I get does not add much: {  "data": {    "allCards": null  },  "errors": [    {      "message": "Something went wrong",      "locations": [        {          "line": 18,          "column": 3        }      ],      "path": [        "allCards"      ],      "code": 30000,      "type": "ExecutionError"    }  ]}

2
tiago
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

How to set default company

Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah

2
Sarah Lane
1 year ago
Yaseen KAMALA
Yaseen KAMALARegular Participant
asked in Ask the Community

Calling a field value from the Form

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

3
lais-laudari
Pipefy Staff
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

HTML markup for hyperlink in public form

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

12
Sarah Lane
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Request Tracking not working

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

6
Sarah Lane
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Deleting PDF template

Hi there, I’ve been using the PDF generator to create some PDF templates in my pipe. Is there a way to delete templates from the list? The Getting Started one is still there, for example, as well as other drafts we created and no longer need. All I see is the on/off toggle which just makes the template inactive. It doesn’t remove it from the list in PDF generator. Thanks, Sarah

1
lais-laudari
Pipefy Staff
1 year ago

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