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  • 321 Topics
  • 898 Replies

321 Topics

genietim
genietimPipefy Legend
asked in Ask the Community

Is there a way to sort this forum by unanswered questions?

I would like to find questions which I can answer. How can I sort this community forum, the list of all questions, to show which have not yet an answer assigned?

2
Juliana Spinardi
Community Manager
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

Is there a way to change my account login type?

Currently, I set up my Pipefy Account to log in with GitHub. Is there any way to change this to use another login type, such as Google or normal Username/Password combo?Best regards,

1
Juliana Spinardi
Community Manager
1 year ago
miguelpinhosc
miguelpinhoscNew Participant
asked in Ask the Community

Add Label using API

Hi, I want to add a specific label to a card a using the API.  I have found this: https://pipefypipe.docs.apiary.io/#reference/0/update-card and this https://api-docs.pipefy.com/reference/mutations/updateCard/. The part I am unsure if if  I am required to send “all the basic information” including the new label … or … if there is a way t ouse the API to “Add X Label”? Doeos it need to be:mutation{ updateCard( input: { id: 2762646 title: "New Title" due_date: "2017-08-20T21:00:00+00:00" assignee_ids: [00000] label_ids: [890073] } ) { card { id title } } } Or can it it just be mutation{ updateCard( input: { id: 2762646 label_ids: [890073] } ) { card { id title } } } with 890073 being the ID of the new label. :) Also, how can I find the ID of a label without using the API? Thank you for your help

2
genietim
1 year ago
Ezequiel Souza
Ezequiel SouzaBrainy
asked in Ask the Community

The Request Tracker doesn't permit that user see attachement?

HiMy customers are complaining about the missed feature that they see attached files in the Request Tracker.Is there some adjust or configuration to permit this? Thanks Ezequiel Souza  

5
Ezequiel Souza
1 year ago
murilogamagodoy
murilogamagodoyRegular Participant
asked in Ask the Community

Does the custom connector of pipefy beta have a test connection

Heres the answer after i couldnt refresh dashboard in powerbi service of microsft For custom connectors to work with the on-premises data gateway, they need to implement a “TestConnection” section in the custom connector’s code. This section isn't required when you use custom connectors with Power BI Desktop. For this reason, you can have a connector that works with Power BI Desktop, but not with the gateway. For more information on how to implement a TestConnection section, see this documentation.

0
murilogamagodoy
1 year ago
carletoassino
carletoassinoRegular Participant
asked in Ask the Community

Move fields to another phase

Hey,I have one simple question about fields.There are many pipes similar, maybe 10. I need to move a simple field in a phase for another phase, but it`s need reflect in all cards, not only the newest. Maybe is it possible do it with Graphql ? Thank you.

6
genietim
1 year ago
A
Amanda L.Regular Participant
asked in Ask the Community

Get Phase ID

How can I get a phase ID using API? The 'Show Pipe' request returns the name of the phases, but not the IDs, I understand I can get it from the URL of the phase but I'm trying to retrieve it from the API.Thanks

1
Roberto Chavarria
Pipefy Staff
1 year ago
A
Amanda L.Regular Participant
asked in Ask the Community

Updating Label Select Fields

Hi, I'm trying to update fields in a card, no problem with texts and dates so far, however, I don't know how to change Label Select fields or Assign To fields. This is an example of what I've been trying:{""query"": ""mutation{ updateCardField(input: {card_id: 25250812 field_id: \""priority\"" new_value: \""Medium\"" }){ card{ id } } }""}Response doesn't throw an error, but the card is not updated. Thanks in advance.

2
dgodfrey
1 year ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

What happens when you hide public form?

So, we’re backed up right now. Is it possible to just hit my shareable link to my Public Form and take it off public essentially “closing” the request form temporarily? Does it impact any card history? 

2
Matt Rist
1 year ago
Ezequiel Souza
Ezequiel SouzaBrainy
asked in Ask the Community

Due to calculation

Hi I have a Service Catalog with SLAs used to calculate the Due to.  But the calculation in calendar days, but I need to calculate in Business day.  Is there a way to do this? Thanks

8
Ezequiel Souza
1 year ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

What happens to existing cards when you update a start form?

We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?

6
genietim
1 year ago
pedro-barrios
pedro-barriosRegular Participant
asked in Ask the Community

Inventoty Control

Hello everyone I’m currently beginning to use pipefy for inventory control as described in: https://help.pipefy.com/en/articles/875875-inventory-control, everything is ok except that I need associate an equipment or group of equipment to a user once, this is in order to avoid associate the same resource to different users twice. So I wonder: is there a way to associate one or more equipment to a user in order (from my equipment data base) to avoid resource reuse? 

9
dgodfrey
1 year ago
gabrielritchie
gabrielritchieRegular Participant
asked in Ask the Community

issues tagging colleagues into pipes

Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?  

2
Sarah Lane
1 year ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

Can you change order of Pipes on your mobile app?

Is it possible to change the order you see your Pipes when using the mobile application? It seems that my “starred” pipe appears last on the mobile view.

2
Matt Rist
1 year ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

Social Media Content Creation and Automated Posts

Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy.  I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated! 

2
Matt Rist
1 year ago
thiagogabrieldeholanda
thiagogabrieldeholandaNew Participant
asked in Ask the Community

API closed

hello, I heard rumors that the rest API for card queries with GraphQL will be closed for all organizations in the future.  Can you confirm it?

1
Roberto Chavarria
Pipefy Staff
1 year ago
A
Amanda L.Regular Participant
asked in Ask the Community

Pipefy API - how use it?

Hi, how can I get conditionals and automations with API

1
Roberto Chavarria
Pipefy Staff
1 year ago
jd12
jd12Regular Participant
asked in Ask the Community

Autofill customer information from database

I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.

2
jd12
1 year ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Help database

I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}" 

1
Roberto Chavarria
Pipefy Staff
1 year ago
amanda_malaquias
amanda_malaquiasInspiring
posted in Ask the Community

New interface

 Hi, I would like to share my impressions about the new interface here  What bothers me most is the clarity of the due date:  Because it is not so clear and diffuse with the other information on the card…  Another thing that bothers me, is the title of the apparent field on the closed card, just the answer (as it always has been) is enough:   This makes the card size very extensive A good thing are the labels:  At most I really liked the updates and the open card interface, what I still didn't like is the look of the closed card.

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

Forms that require a signature

Hi Doers!Wondering if anyone has suggestions for ways to configure a Pipefy form that requires a signature.We have certain forms that require a signature for legal reasons (our code of conduct acknowledgement form, for example). I don’t see a “signature field” as an option in Pipefy but thought some of you might have come up with ways around this.Open to any ideas you might have!

2
lais_lot
Pipefy Staff
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
7 months ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Exporting Card History/Activities

Is there a way to export the history from a card - the section under Activities where it lists what was changed, by whom, and on which date? We’d like to be able to do this to keep backups of our records, but I haven’t found a way to do so.I know you can export the card data via a report, but the reports only have a little bit of the activity information from what I can see (last updated date etc.).This is somewhat related to the question asked here:  

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

How do you cope with the spaces-problem in eMail templates?

When editing E-Mail templates, Pipefy tends to add spaces around fields’ values where I do not want them. I try different ways, e.g. removing in HTML, removing in WYSIWYG editor, but they always come back after re-opening the E-Mail template. It is very annoying and time consuming. Did anyone find a solution or workaround for this problem?I understand that there is no documentation for the E-Mail templates API, right? So I can not build something separate e.g. with GraphQL API or fix the issue programmatically either. Any ideas?The beta version is not better in this regard either, unfortunately, as the problem persists there too.

2
genietim
1 year ago
populohub
populohubRegular Participant
posted in Ask the Community

The new beta design

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 

5
populohub
1 year ago

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