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Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.

Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.

\Our subscription plan is Business , but now the PIPEFy informs that we have exceed starter plan. Any solution please? 

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w

It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created  a nice quick workflow for this?

Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day

Why do some pipes in a portal open in the same window and others open in a new window?

My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)

I have a list with all the pipe ids I have to process (as numbers, like the pipe url), but when I send the request via webhook, the pipe_id arrives as some kind of hash.My webhook configuration:mutation {createWebhook(input:{clientMutationId: "1",actions: ["card.create", "card.move"],name: "Integration Name",email: "email@email.com",pipe_id: 302682925url: "https://...",}){  clientMutationId}}And this is what I'm receiving in my API:{ "Data": { "Action": "card.move", "From": { "Id": 123123, "Name": "phase 1" }, "To": { "Id": 321321, "Name": "phase 2" }, "MovedBy": { "Id": 123, "Name": "Usar Name", "Username": "user-name", "Email": "email@email.com", "AvatarUrl": "https://..." }, "Card": { "Id": 123123, "Title": "Test title", "PipeId": "2jz9X0eK" } }}This "PipeId": "2jz9X0eK" needs be the pipe number (302682925).How can I retrieve this information in the correct format?

Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio

Hi all,I’m trying to add css rules in an email template and the rules are automaticly removed when template is saved…It seems that only “online” rules are autorized.Is there a way to add other rules (header rules) ?Thanks a lot

Hi Everyone, how can i make a backups of my pipes and data bases? 

Hi,I've created different labels and customised them with colours.Do I have the option to edit the ones I've created? I can’t seem to remove or edit labels I’ve created.Thanks

Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

Saludos.Es posible que el campos del formulario de inicio de un pipe aparezca señalado por defecto.Tengo un formulario de inicio de un pipe el campo del formulario es del tipo checkbox,con 3 opciones, es posible que este campo  aparezca con las 3 opciones seleccionadas (autocompletadas)  por defecto para que el usuario del form pueda deseleccionarY otro campo es del tipo radio select, con dos opciones, es posible que un campo  aparezca con 1 de las 2 opciones seleccionada (autocompletada) por defecto para que el usuario del form pueda deseleccionar.O esto es posible con algún otro tipo de campo?Gracias.

Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping

Hello !I'm having a problem with saving automations since monday, every time I try to create or change an automation the saving doesn't complete, it keeps loading forever. What´s the problem ? Can anyone help me?Thanks Maria Clara 

Hi everyone, i have a question, how can i update a label automaticlly when a card change of phace in de main overview?

Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well.  We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance! 

Es posible asignar permisos a grupos (no a personas individuales) en los pipes? y en las Bases de datos?Necesito asignar los permisos por grupos por ejemplo al equipo de reclutamiento (6 personas) para que de inicio a un pipe.Gracias su ayuda.

Buenos dias, actualmente estoy implementando Pipefy en la empresa para la cual trabajo, para lo cual cree 2 empresas, una principal y una de pruebas, lo que quiero saber es si puedo duplicar los pipes y/o bases de datos entre las empresas. Gracias a todos y quedo atento a su ayuda.

Pipefy is currently experiencing technical difficulties

Hey there! So, I've just started to use PDF generation. But, I've hit a bit of a roadblock. 🤔I'm trying to figure out how to tweak the font size and change colors in my PDFs. Any advice? I'd appreciate any tips. Thanks a million! 🙌

Hello: I’d like to ask about using the “Date” Field Type.In two locations on my pipe, the User is requested to provide a Date by selecting (clicking on) a date in a displayed calendar.My question is: Can it be configured so that when a date has been selected, the calendar will clear from the current view?At the moment, in both of the Date fields on my Pipe, the User needs to click somewhere other than the calendar to clear the calendar from the current view, and continue on with the form.In the example attached, today’s date (03OCT2023) has been selected, but the October calendar is still dormant. Thanks! Andrew