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

  • 339 Topics
  • 964 Replies

339 Topics

Eduardo Chiba
Eduardo ChibaNew Participant
asked in Ask the Community

Data de vencimento/Lembretes

Pessoal, tudo bem? Dúvida: estou criando um forms/card, onde contém várias datas. Antes que cada data expire, eu gostaria de ser lembrado (dai pode ser slack, email). Alguém tem uma ideia? 

5
rebeca.venancio
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

What domains can I use to embed media on this forum?

This forum provides the possibility to “embed media”:I tried to use this with a custom domain as well as with YouTube in one post, but there was always an error, “this domain is not allowed”. What domains are allowed, actually?

3
Juliana Spinardi
Community Manager
1 year ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Return to more than 50 cards

Does allCards return more than 50 cards per query, or do we need to pass the ""first"" combined with ""after"" parameters?

6
genietim
1 year ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Connect Pipefy with Google Cloud Plattaform

I need to extract the data from the pipefy and write it to a DW in the GCP. Has anyone done this process? Any leads? I saw that one of the ways is through Google Cloud Run, but I can't get it to work.I'm thinking about this pipeline to be able to connect Pipefy to Power BI Online since the connector only works on Power BI Desktop.

3
genietim
1 year ago
ruben_zamudio
ruben_zamudioRegular Participant
asked in Ask the Community

Migração de Processos

Olá Pessoal, Tudo bem? Gostaria de saber se todo o trabalho feito (pipes, bases de dados, planilhas, dados, etc) com uma conta e-mail poderia ser transferido para outra conta de e-mail? Sds //Rubén

1
Nicole Chiroli
Pipefy Staff
1 year ago
ruben_zamudio
ruben_zamudioRegular Participant
asked in Ask the Community

Segurança para acessar portais

Olá Pessoal, Tudo bem? Gostaria de saber se existe, falando de acesso nos portais, uma maneira segura de acessar eles,pensando que qualquer um poderia ter o URL de acesso, como garantir que apenas as pessoas certas/permitidas possam acessar? Sds //Rubén

2
Nicole Chiroli
Pipefy Staff
1 year ago
Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community

Compatibility issues between templates and Outlook (Web version)

We are using an email template in a pipe when a card is created but the requester who received it automatically reported that in the web version of Outlook the hyperlinks are not working correctly; they are intangible.  Did anyone else have the same problem?  

3
Eduardo Kano
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

What is the difference between a portal and a public form?

For example in this idea: it is apparent, that there is a difference. What is it though? Slightly different features (custom URL, prefill), but the same results, no?

1
Nicole Chiroli
Pipefy Staff
1 year ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Discrepancy between font size on portal edit page and portal

The font size on the edit portal page and the actual portal is not the same (example below). It’s larger on the edit page.I’m guessing this may be a bug - which is why I’m listing it here as a question - because I assume that the edit page should be showing me what I can expect to see on the real portal. There shouldn’t be a difference between the two. Example of font sizes in the edit portal area:  VS the font size in the actual portal:This is also related to an idea I just posted, requesting that the font size in portals be increased.See here: ​​​​​​​

2
Sarah Lane
1 year ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Creating new card using GraphQL

I'm trying to create a new card:mutation {createCard(input: {pipe_id: ""XXX""fields_attributes: {field_id:""ZZZ"", field_value: ""AAA""}parent_ids: [ ]}) { card { id title } }}The field_id is related to a Database connection. The field_value is a record from that Database.The pipe has the connection configured. Manually we can enter that field with no problems, but, using the API I got the following error:{""data"": {""createCard"": null},""errors"": [{""code"": 30006,""locations"": [{""column"": 10,""line"": 1}],""message"": ""Invalid inputs: Erro no campo \""ZZZ\"": Value You don't have permission to connect these cards/table records."",""path"": [""createCard""],""type"": ""MultipleInvalidInputErrors""}]}

2
genietim
1 year ago
igor-alves4
igor-alves4New Participant
asked in Ask the Community

Problema ao tentar entrar

Não consigo fazer o login no pipefy.Quando clico em “Entrar” a seguinte pagina é aberta: 

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

Pipefy form is very narrow

Hi  I don’t know the reasons, but the Pipefy form is very narrow.  Is possible to enlarge the form? Thanks

1
genietim
1 year ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
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
dgodfrey
dgodfreyKnown Participant
asked in Ask the Community

CALENDAR ENTRIES

CAN A CARD ONLY HAVE 1 ENTRY ON THE CALENDAR? ALSO, IS THERE NOT A WAY TO MAKE THE FIELD NAME DISPLAY ON THE CALENDAR INSTEAD OF THE CARD NAME?

2
dgodfrey
1 year ago
goncaloferraz
goncaloferrazRegular Participant
posted in Ask the Community

We're looking for users of Front app, Spark Mail or Hive.

Hello there. I'm the UX Researcher at Pipefy and we're designing a new email feature into our product. Have you used Front app, Spark Mail or Hive for work? We'd like to know the good and bad things you've seen on those softwares. How about a 30 min interview?If you fit to that profile choose the most convenient time for you and schedule a session with me. Thank you already! 

3
Sarah Lane
1 year ago
dgodfrey
dgodfreyKnown Participant
asked in Ask the Community

Importer App - Importing Spreadsheet to DB

I imported a spreadsheet to a DB yesterday. Everything seemed to be done successfully, however it has been almost 24 hours and no records have been added. I cannot tell what the problem is or if this is just how long it takes. I went in and looked at the history in the importer app, and this is what shows up: Please advise. Thanks!David

3
belsalemme
Pipefy Staff
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
M
Mary AnneNew Participant
asked in Ask the Community

Create Database

Hi, I would love to create a database where I can store records from customers and requesters. The idea is to use this information across multiple processes. Is that possible? 

5
dgodfrey
1 year ago
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
gabrielritchie
gabrielritchieRegular Participant
asked in Ask the Community

checklist due date

When a card is in a specific phase, can you add a due date to a checklist?Orcan you add a due date to a specific phase rather than the whole card?

1
genietim
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
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
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
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
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

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