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

  • 364 Topics
  • 1,053 Replies

364 Topics

Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Edit label for connection field

 Hi there, I’m using a connection field in one of our pipes to allow users to connect their information to an existing card. To open the dropdown list of existing cards, users have to click on “Create new card”. Is it possible to change this label? I think it’s confusing because they’re clicking on that option to search through cards and connect to an old one, not to create a new card. I can’t see anywhere to change the label on that button. The connection field in our pipe​​​​​​ 

2
Sarah Lane
1 year ago
Zac C
Zac CNew Participant
asked in Ask the Community

Reordering List View - Possible?

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team?  For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

4
Rodrigo Leite
Pipefy Staff
6 months ago
guilherme_plazza
guilherme_plazzaParticipating Frequently
asked in Ask the Community

Details about the "total time in phase"?

Hello everyone! I have a question: does the "total time in phase", which is exported in pipe reports (for example), also count only working days?I’d like to know for the case when the flag "Count weekdays only" is activated in pipe configuration. My ideia is using this for SLA analysys (besides the alert already in phases). Thank you!

4
Lais Laudari
Community Manager
11 months ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Pipe connection field options are in Portuguese

I’m using a Pipe Connection Field for the first time in one of my Start Forms and I’ve noticed something odd. In the public form, the cards listed in the dropdown have the date and phase listed in Portuguese rather than English.  As far as I know, all my settings are set to English, but maybe I missed one somewhere? For clarification, this is how I’ve configured the field: 

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

How to undo automatic formatting

In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!

5
Sarah Lane
1 year ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

Send out email in bulk to a selection made in the reports

I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards. 

2
Lucas Democh
1 year ago
Valery N
Valery NRegular Participant
asked in Ask the Community

it is possible to move a crad between 2 different companies?

hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain,  somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log?   i appreciate your comments 

4
Lucas Democh
1 year ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Como enviar email referente a vários cards numa mesma fase?

Olá Estou desenvolvendo um processo em que preciso notificar as pessoas sobre todos cards que estão numa fase.  Essa notificação precisa ter alguns dados dos cards que estão na fase. Ex.: Existem 3 cards numa fase, preciso enviar uma notificação (e-mail) com alguns detalhes destes 3 cards.Caso tenha 2 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 2 cards.Caso tenha 6 cards, preciso enviar uma notificação (e-mail) com alguns detalhes destes 6 cards. E assim por diante.. Alguém sabe de alguma forma de fazer isso? Obrigado.Ezec

1
Lucas Democh
1 year ago
tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community

PDF Modelo - tabela dinamica

Olá Comunidade.  Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo:  Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não?  GRato pela usual contribuição. att.Gilberto    

2
tecnologia-jera
1 year ago
tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community

Publicação de pipe app via url compartilhada - Link expira

Olá ComunidadeTudo bem!!? Me chamo Gilberto e sou responsável pela adoção do Pipefy aqui na empresa www.jeracapital.com.br.Atualmente utilizamos o TRELLO para a gestão de nossos projetos que por sinal acabou se confundindo com gestão dos nossos processos.Para esta ultima iniciativa, decidimos pelo Pipefy e estamos expandindo diariamente o onboarding de colaboradores e processos, MAS estamos encontrando algumas dificuldades na mensageria e automações.Já percorremos alguns artigos lá na wiki mas confesso que não evoluimos o suficientemente.Atacando dois problemas pontuais já nos ajudariam a dar mais um passo:1) Quando publicamos um pipe app via url compartilhada o guest user ao inserir seu email no rodopé, é solicitado com seu e-mail. O link que vc recebe no email já chega expirado, e não conseguimos mudar. segue o nosso como exemplo: https://app.pipefy.com/public/form/3GpoJMt62) E o entendimento de automação na movimentação dos cards esta confusa. Na movimentação não estou conseguindo a

2
tecnologia-jera
1 year ago
markjosepholaa
markjosepholaaRegular Participant
asked in Ask the Community

Cannot download or preview attachment - 400 BAD REQUEST

Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.

5
Juliana Spinardi
Community Manager
1 year ago
thaiannelourenco
thaiannelourencoKnown Participant
asked in Ask the Community

'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of [email protected] if it works, Tais is gonna be happy 

6
genietim
1 year ago
varnfieldmaritz
varnfieldmaritzRegular Participant
asked in Ask the Community

Archiving or hiding of completed cards

HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards 

3
Lucas Democh
1 year ago
Carlos Piereti
Carlos PieretiRegular Participant
asked in Ask the Community

Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

4
Carlos Piereti
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

What does the "E-Mail delivered" checkmark actually mean?

In the E-Mail section of the card, there is a checkmark next to the date:Does this mean, that the recipient got the E-Mail? Or that they read it? Or just that there was no problem sending the E-Mail? 

1
Ezequiel Souza
1 year ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Change card's color based on conditional, automation or other way

Hi Pipefy  Is there a way to change the card color using some rule based on field or automation? Thanks

1
Nicole Chiroli
Pipefy Staff
1 year ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

4
Mstuart
1 year ago
rebeca.venancio
rebeca.venancioInspiring
asked in Ask the Community

Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

2
rebeca.venancio
1 year ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community

Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms? 

1
Nicole Chiroli
Pipefy Staff
1 year ago
mbhatia
mbhatiaNew Participant
posted in Ask the Community

URL for "How Pipefy Works" needs to be corrected

 

1
Juliana Spinardi
Community Manager
1 year ago
inaki1
inaki1Regular Participant
asked in Ask the Community

Why the new screen is so full of information?

Why the new screen is so full of information?

1
Nicole Chiroli
Pipefy Staff
1 year ago
guilherme_plazza
guilherme_plazzaParticipating Frequently
asked in Ask the Community

Change "card title" criteria (pipe settings)

Hi!I have a question: when I change the "card title" criteria in the pipe settings, is there any way to update the cards that I’ve already created?Thanks!

2
guilherme_plazza
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

How can I automatically Process Incoming E-Mails?

I distinctly remember that at some point, it was possible to process content of incoming E-Mails in Pipefy. I would think something like “when E-Mail is received, set this attachment’s field value to the attachment of the E-Mail”, or “...set the E-Mail field to the sender’s E-Mail”, or “...set this short text field to the E-Mail subject”.Is/was this true? Is there still a possibility to do that? I know that there is an automation upon incoming E-Mails, but I could not find any option to access the E-Mail’s content, subject, attachment etc.

1
Lucas Ivantes
Pipefy Staff
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

Why does the Ideas pipeline not list some Ideas?

On top of the Ideas-page , there is the “Ideas pipeline”, where the status of a few ideas is listed. My question is, why this pipeline does not list all ideas (i.e.: the pipeline currently shows 25 submitted, 4 under consideration, 9 released, of a total of 123 ideas)?Is it just because it would not look as good if there were 108 submitted ideas vs. 9 released and 4 under consideration (and 2 new)?

6
Juliana Spinardi
Community Manager
1 year ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community

Using initial values with email templates

Hi everyone! Not a long time ago I used initial values to conect two different public forms with email templates.On public form A we collected a sort of data from a stakeholder X that we used to fill a public form B to another stakeholder (Y). At the time I used email template to send the link from public form B with the initial values from public form A. I used the following logic: [url_from_public-form_B]%field-id_b¹={{dynamic-field_a¹}}&field-id_b²={{dynamic-field_a²}} …  Does anyone know where am I failling on this? 

1
Eduardo Kano
1 year ago

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