Skip to main content

Ask the Community

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

  • 642 Topics
  • 2,141 Replies

Recommendations (1)

  • Here are 5 quick tips for you to succeed in the community!

    Article by
    F
    Felipe Scholz
642 Topics
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Field Conditionals need to recognise 'current user'

Requirement In the absence of Parallel Flows in Pipefy Approval Processes can hold up an entire process when some phases in a process could continue whilst an Approval is sought. For example, imagine Phases A,B and C need approval before Phase F can be undertaken but Phases D and E could be undertaken whilst approvals are sought on A,B&C. Solution Phases A,B and C have an Approval Assignee field. When Fred, the user assigned for Approval opens Phase A, a field condition detects that ‘current user’ = Phase A Approval Assignee and shows a (previously hidden) Approval Date field With this approach, a Card needn’t move to a dedicated Approval Phase. Approval is possible in the Phase in which it was requested

1545
marcosmelo
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Parallel Flows

Requirement There are many circumstances where a Card needs to flow into several Phases at the same time so that the card can be worked on by multiple people at the same time for different purposes. There are also circumstances where parallel flows need to operate dynamically based on field conditions (see my separate post here Problem Currently Pipefy Flows are linear so a card must exit one Phase before it can be worked on in another. Business Flows/Processes don’t operate like this in reality, linear processes cause delays, sometimes huge delays! Solution Allow Parallel Flow creation

1073
marcosmelo
felipe-ignacio-arenas
felipe-ignacio-arenasNew Member
asked in Ask the Community
Attach docs to email

Hi Everyone! I was wondering if it’s possible to attach a document uploaded on one of my cards in my pipe as an email template? I know that you can use the Dynamic Field to get the link to the document, but what I really need is the document attached to the email, not the link to the file. I don’t know much about integrations, so maybe there’s something in that area that could help me. Thank you all!

2668
Lais Laudari
willy
willyNew Participant
asked in Ask the Community
member limitation access

Hi, Is there a way to give Member only able to create new pipe and database, can view and access all public pipes but cant see other pipes or either Company guest buy can access pipes but cant see other pipes

864
marcosmelo
M
minhle1803New Member
asked in Ask the Community
Show Dynamic field in the card

Hi team, As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly. However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you!

1228
marcosmelo
Marce Huerta
Marce HuertaNew Member
asked in Ask the Community
"Justify text" in PDF

Hello everyone! I have a problem that I need to solve. How do I use the "Justify text" formatting in a PDF. THANK YOU!

823
marcosmelo
G
gabriel-dianaNew Member
asked in Ask the Community
Automation moving parent card twice

I have an automation that moves the parent card to DONE whenever the child card (in another pipe) is moved to DONE. This is the automation (as simple as it gets) But for some reason and somehow, whenever the child card is moved to DONE, the parent card is moved TWICE do DONE (how is that even possible? no idea) It’s not a big deal, but I have another automation that sends a Slack notification when the parent card is moved to done, and this makes this automation send the message twice - which is quite annoying What could be causing this? I don’t know what I am doing wrong!

1004
G
Marieli Cecília
Marieli CecíliaNew Member
asked in Ask the Community
AGENDAMENTO DE ENTREGA

Boa tarde, Como faço para agendar a entrega do pedido 4900013210 - Cientificalab?

1092
Lais Laudari
james-cunningham
james-cunninghamNew Member
asked in Ask the Community
Phase Form - Dynamic Content Image

Hello - I have a question if it is possible to add an image to a dynamic field on my phase form? I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work. When copying the image, I get an icon that says “PNG File” and does not actually display the image. It is the same if I use other image type files. For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link. We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form). Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue. Thanks!James

3007
Marce Huerta
D
daniel_aroucaNew Member
asked in Ask the Community
Como alterar o e-mail de login nesse fórum?

Prezados, tudo bem? Gostaria de alterar meu e-mail de acesso á comunidade, como faço isso?

1433
Lais Laudari
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community
“Synchronize card's field with this fixed field” setting

Hi Pipefy Communtiy, Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why?

1463
Ezequiel Souza
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community
Pipefy Outages

Hi Pipefy, Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious

443
jorden-monroe
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community
How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan?

2533
Lais Laudari
jason147
jason147New Member
asked in Ask the Community
Pipefy emails going to spam

I have seen a few topics over a a couple of years about Pipefy emails going to spam or being auto blocked and the team always say “We will chat to technical support”. Why is this still a thing, years later

2165
Lais Laudari
genietim
genietimPipefy Legend
asked in Ask the Community
How can I change the default Phone prefix/number/flag?

How can I change this flag: to have another default?

5709
Lais Laudari
chrgilles
chrgilles
asked in Ask the Community
Strange card field in kanban view...

Hi all, I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others… Those fields appears suddenly without any capability to change or move it... When i’m opening the card, field appears on the top of the card, with no capability to delete or move it. Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

1196
Leandro Almeida
Pipefy Staff
carl-bulls
carl-bullsNew Member
asked in Ask the Community
Ability to Show Two Dates on Calendar View

Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks

1518
carl-bulls
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community
Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

2396
C
N
Ninu22New Member
asked in Ask the Community
Unable to login email

Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue?

572
Lais Laudari
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community
Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry) I would appreciate any guidance on this. Thanks, Chris

661
marcosmelo
leilanny-bv
leilanny-bvRegular Participant
asked in Ask the Community
Pipefy logo in emails

Hi all. I’ve noticed that when using email templates to people outside my organization, it has the Pipefy logo on the top of the email, fairly large display. Is there any way to remove this or make it smaller and it put below the content?

3373
ViniBevilacqua
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community
Name´s tags

Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?

724
marcosmelo
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community
Create a card in another Phase

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?

474
sistemas-lehit
T
Terri HemphillNew Member
asked in Ask the Community
Time Zone in email templates

I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?

575
marcosmelo
pedro-docclick
pedro-docclickNew Member
asked in Ask the Community
reverse quote - How to automatically create 1 quote for each item added in the parent pipe

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.

912
Lucas Democh

Community Experts Leaderboard

Popular tags

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings