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Hello:I’m seeking advice on displaying linked data.I have an Onboarding “form” (Pipe) and within the form is a link to a “Position Matrix” database.  Users of the Onboarding form can select a defined job role from the “Position Matrix”. Within the “Position Matrix” database, a list of equipment and software for each role are tabled.The “pop-out” feature is handy in that it allows the Onboarding form User to view all of the attributes of the selected Position.There are 3 issues:A Pipefy User Login is required, as it opens the “Position Matrix” database in a new tab A Read-only overlay or a link back to Onboarding form is desired (not opening the database to edit) Pop-out windows are not anchored in the frameIs it possible to display (only, without a login required) the requested data, anchored within the existing Pipefy Onboarding form?Thanks!Andrew

Bom dia.Estamos a um tempo percebendo que não estão aparecendo na aba tarefas e solicitações, os card’s abertos pelo usuário.Por exemplo, fiz um teste a pouco abrindo um card em um pipe que temos e não aparece no meu usuário essa solicitação. 

Olá, pessoal, me ajudem com uma dúvida, por gentileza: Eu tenho dois Pipes, um principal (vou chamar de Pipe1) e um que uso para auxiliar com listas de produtos com preços (vou chamar de Pipe2).Ambos estão conectados nas duas vias.Então, preciso trazer uma informação do Pipe2 para o Pipe1 via automação. Quando vou criar, escolho um campo de texto longo do Pipe1 e quero uma informação dinâmica que está no Pipe2. Porém, quando vou escolher qual informação quero do Pipe2 no Pipe1, não aparecem os campos atuais e só aparecem campos antigos que já deletei.Já refiz as conexões e segue igual.Sabem me dizer o por quê e como solucionar? PS: esse problema existe quando vou na função “Atualizar Campos”. Na função de IA, aparecem os campos já deletados e os novos, porém, não queria usar IA para esse caso.

Preciso criar um card para cada evento de um determinado produtor. Esse produtor é recorrente, e os eventos seguem um padrão específico de proposta. Por isso, gostaria de automatizar a cópia dos dados do formulário correspondente a essa fase da proposta, já que são muitos campos repetitivos e o conteúdo se mantém o mesmo. Alguma sugestão para tornar esse processo mais ágil e eficiente?

Happy Thanksgiving from the Pipefy Family to Yours! 🦃🍁As we gather to celebrate Thanksgiving, we want to express our deepest gratitude for our incredible community of partners, clients, and team members. It’s a time to reflect on the year that’s passed and to acknowledge the collaborative spirit and hard work that has driven us forward.At Pipefy, we are thankful for the trust and dedication of our users, who continue to leverage our platform to streamline their workflows, enhance productivity, and foster innovation. Your continued engagement and support inspire us to strive for excellence every day.Thanksgiving is a time to appreciate the bonds we've built and the milestones we've achieved together. Whether you're using Pipefy to manage projects, automate processes, or coordinate remote teams, we're committed to empowering your efforts and simplifying your tasks.Here’s to the warmth of friends and family, the jo

Using GraphiQL, I want to retrieve the structure of all automations created in a pipe, including the automation name, condition type, and the action it performs.

Hi everyone,I’ve been using Pipefy for managing workflows, and while it’s a fantastic tool, I’m facing an issue with notification management. Sometimes, the notifications either get overwhelming or don’t reach the right team members at the right time.Is there a way to customize notifications more effectively or integrate a third-party tool to make this process smoother? I’d love to hear how others handle this and ensure their teams stay updated without being overwhelmed.

I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase.  Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase. 

I'm having some trouble using updatePhaseField in a start form.I want to update the options of a field using an APIAny ideas of what to do?Many thanks!I found this conversation:  

Bom dia pessoal!Tenho hoje um processo de admissão onde o novo colaborador preenche uma ficha cadastral em Word.Conseguimos automatizar esse formulário para ser online, mas incluindo nele um termo texto com “Termo de Responsabilidade sobre as informações prestadas” e posterior impressão?

Mobile App not allowing me to login - Keeps saying ‘Unable to login, please try again’ 

Hi guys! I’m trying to create a pipe for Purchase Order management. Our sales team would create a request and the administration team would prepare the Purchase Order for the suppliers.We have a database for the equipment for each supplier, but I’m having quite some trouble when I need to purchase more than 1 of the same item. Example:Item 1 - Supplier X - 1 unitItem 2 - Supplier X - 3 units Edit: Just to clarify, some of our POs can have 50+ items and many of them with more than 1 unit How could I handle quantity for a database connection item?Pipefy will let me pick from the equipment database, but not choose how many. Is there any common work around?

Bom dia pessoal! Temos na cia, um processo onde os colaboradores solicitam benefícios como vale refeição, pagamento de auxílio creche (entre outros) através de formulários em Word, Excel etc.É possível automatizar um processo de solicitação, substituindo esses formulários por um formulário on line, onde, ao final do mesmo, inserimos um termo de responsabilidade pelas informações. É possível inserir assinatura? É possível imprimir esse formulário?

Bom dia!É possível a impressão de um formulário inicial?  obrigada Rafaela Souza

One of my Pipes is about Credit Card Receipt Control. When I register future receipts, Pipefy no longer allows me to paste (ctrl v) into the add date field. I have to keep typing manually and I waste time doing that. And, because of this, since this update, Pipefy has been multiplying its launches. Ex: I register 12 future releases and Pipefy keeps multiplying some of these releases, meaning I have to manually delete them every time. I would like them to resolve this issue and allow us to paste dates into the add date field again.

HiI have iOS version 15.8.3 installed on my smartphone, but can’t get the Pipefy app to work. I can download the app but can’t get past the “introduction” page, there is no reaction to pressing the screen or anything. Have tried deleting the app and reinstall it but doesn’t work.  I have also tried the web browser version on my smartphone (different web browsers). I can login on my account but when I try to enter a pipe the page turns completely white, except a small “AI” icon in the bottom right corner.  What kind of technical issue is this?  Thanks in advance for your help! 

Does Pipefy offer a mobile application, or is it exclusively a web-based platform?

Hi all!Actualy, I use the create cards from email but just works for fields: subject, body (message), to, from, etc.How do I populate custom fields that I already have in my pipe and exist in the initial form?

Hi everyone,I’ve been experiencing an issue with an automation rule in Pipefy. It’s supposed to trigger when a card moves to a specific phase, but it only works intermittently. I’ve double-checked the setup, and everything seems fine, yet the rule doesn’t always activate.If anyone has faced similar issues or has suggestions on how to fix this, I’d really appreciate your help. Also, if this comment could be approved for posting, I would be very grateful, as I’m hoping to resolve this issue soon.Thanks in advance!

Has anyone tried out the new beta design of Pipefy yet? I have to admit to not being impressed with parts of it. Some of what makes pipefy clean and easy to follow and work on has gone. By losing all the lines, borders and differences in background, its made it seem more messy to me.I love that they are trying to update the design, but for now it feels a little too ‘white’ and to me needs a few borders/dividers, subtle background colour changes etc 

Oi, pessoal, boa tarde.Espero que estejam bem. Aqui, fazemos vendas em um card. Porém, no final do mês, preciso que todos os cards sejam somados para ter o calculo de comissão, margem, lucro, etc. etc. É possível, de alguma forma, somar valores de diferentes cards (fora em relatórios)? 

Pessoal, estou criando uma interface que será utilizada por vários stakeholders diferentes. Eu quero que os filtros avançados que eu coloquei fiquem fixados (circulados em amarelo), ou seja, quem acesse não pode remover esses filtros, mas que eles possam filtrar outros campos (circulado em azul).  Isso é possível?  

Hi team, I’ve faced an issue regarding currency on the new portal. I set up the currency code VND but on the new-version portal, when creating a new request, it shows USD by default. We did not face this issue with the old-version portal.Thanks to check and give feedback. I look forward to hearing from you soon. Best regards,Matthew 

Prezados, boa tarde! Gostaria de uma receita no Workato que extraia todos os registros do banco de dados chamado "CARDSCRIADOS" e os transfira para uma planilha em Excel. Essa transferência deve ocorrer a cada uma hora, atualizando a planilha com os novos dados do banco. Por exemplo, tenho um banco de dados chamado "CARDSCRIADOS". Desejo que todas as informações desse banco de dados sejam transferidas para uma planilha em Excel, utilizando o Workato. Além disso, essa planilha deve ser atualizada a cada uma hora, conforme os dados do banco de dados. Tentei criar algumas receitas mas sem sucesso. Vocês já fizeram algo parecido?

Todos os cards estão com o campo “Temperatura” preenchida e ainda sim, não atualiza no Dashboard. O que eu faço nesses casos?