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  • 462 Topics
  • 1,405 Replies

462 Topics

maze
mazeRegular Participant
asked in Ask the Community

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!

7
Rodrigo Leite
Pipefy Staff
9 months ago
Nigel O'connell
Pipefy Staff
Nigel O'connellPipefy Staff
asked in Ask the Community

Remove assignee

Hello, is it possible remove an assignee via API? I'm trying to use updateCard https://api-docs.pipefy.com/reference/mutations/updateCard/ without success

1
Marcos Carvalho
Pipefy Staff
2 years ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Prevent users from seeing/ accessing field

Scenario:A field is on start form which shouldn’t be used by the user An automation fills itIssue:To prevent users modifying it we make it a hidden field (conditional) When a field is hidden it seems that the automations don’t work?Question:Can you confirm this is expected behavior for Pipefy?  Am I missing a simple way to have non-user fields and have them updated in pipes?Potential Solution:If the API doesn’t have the limitation of automations (hidden fields not updatable) we could use the API to update the fields (if this is the best option, can you confirm that API works with hidden fields?)

5
marcos.pedrosa
Pipefy Staff
10 months ago
chrgilles
chrgilles
asked in Ask the Community

Images in pdf generator

Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping​

8
genietim
1 year ago
iwan-pauwels
iwan-pauwelsRegular Participant
asked in Ask the Community

How to activate a webhook on a pipe

I see a lot of information about webhooks in faq and support but i don’t seem to understand one vital part…I want to activate webhooks on my pipes, there is no place in my admin interface to do this correct? No place in the admin interface where i can just activate a webhook and put in a webhook url to send the info to? All this needs to somehow be created via the API and commands ?Is this correct?Thanks,Iwan

3
Lucas Democh
5 months ago
Jerry
JerryRegular Participant
asked in Ask the Community

Looking for a way to change labels of card based on status of connected card

Do someone know a workaround to update label of a card based on the phase of a connected card.I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.Any idea ?

4
rafael.jefte
1 year ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community

Use webhooks to notified me

Hello!  I would like to send a kind of request when a card is moved, for example. How can I do this integration? It's like zapier does, it can detect that a card is moved and a external routine is executed. Thanks.

1
Marcos Carvalho
Pipefy Staff
3 years ago
motoristas-cos
motoristas-cosNew Participant
asked in Ask the Community

I can't attach image

I use the android app. When I take a photo through the app, it doesn't attach

4
tsartori
1 year ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
5 months ago
fabiorosa
fabiorosaNew Participant
asked in Ask the Community

make inclusion of labels, without losing an existing label without card

When I say an update on the card just to update the Card, all Label markings are lost. Here's the GraphiQL I'm using: mutation { updateCard( input: { id: 568589818, title: "Update Card", label_ids: ["307521167"], }, ), { clientMutationId card { id title } }} But when I want to include a new label, the previous label is lost, follow the examplemutation { updateCard( input: { id: 568589818, title: "Update Card", label_ids: ["307597207", "307597211"], }, ), { clientMutationId card { id title } }} Note that the label of the first code is not maintained, if I consult the labels of the card, only the last two will be returned ( label_ids: ["307597207", "307597211"] ) . I would just like to add the two labels and keep the old label. So the CARD would have the three labels ( label_ids: ["568589818", "307597207", "307597211"] ) Is there any way to just append labels to the CARD?  

2
julia-pinheiro
Pipefy Staff
1 year ago
Leonardo Trancozo
Leonardo TrancozoRegular Participant
asked in Ask the Community

How do I have a public form with fields different from the initial "internal" form?

How do I have a public form with fields different from the initial "internal" form? For example:I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.

3
alicereis
1 year ago
joao-neves3
joao-neves3Regular Participant
asked in Ask the Community

Hyper link field

Hello, I would like to have a field with a list of links to calendly schedules. Currently im trying to use the Text long field for this, but it doesnt generates a hyperlink for the urls writen. Does anyone know the best way to do this?

3
joao-neves3
2 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Filtering options on reports in Pipefy

Is it possible to build and save Reports so I don't need to create new ones every time? 

1
F
Pipefy Staff
3 years ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Importing Data Into Multiple Fields

I would like to import data that fills fields across multiple phases for new cards. I.e. one row of data would be used to create a new card and also fill in data for other phases of that card at the same time - not just the start form. When I am importing data, the importer tool allows me to select these ‘extra’ fields outside the start form, but I get an error each time I select them and then attempt an import. If I only import data only for fields in the start form, then I can create cards without any problems. Am I doing something wrong or is this not possible to do right now?

4
zach-ketosource
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
2 years ago
eric.godoi
eric.godoiParticipating Frequently
asked in Ask the Community

How to edit a Public Form automated e-mail response?

Helo! I need a help. I want to know if it's posible to personalize an automated e-mail respose, which is sent by Pipefy, after a public form was answered succesfuly.  I couldn't find where, or how to edit this automated response. 

3
F
Pipefy Staff
3 years ago
amadord
amadordNew Participant
asked in Ask the Community

Phone Number Validation

 When we write a phone number that starts with 55, we have no problems. But when we write a phone with other numbers at the beginning, it is not possible to save it.  

1
Nicole Chiroli
Pipefy Staff
2 years ago
mgdwyer
mgdwyerParticipating Frequently
asked in Ask the Community

Focus on stability / reliability

Dear Pipefy Team, I really love Pipefy - it lets us do amazing things that would be very difficult to do otherwise, and the features that you guys have put together are incredible.However, it seems like there is some kind of issue with availability/speed/reliability on a near-weekly basis. This makes it really hard for us to fully rely on it for real business purposes. The features are great, but reliability is critical. For example, the recent email changes caused lots of problems. Today, the system is down and randomly not accepting entries or timing out. So, please, Pipefy management - if you are listening - prioritize stability and reliability of the platform! Thanks in advance!  

2
mgdwyer
2 years ago
mariangela3
mariangela3Participating Frequently
asked in Ask the Community

Automação de Responsáveis com condição

Olá…é possível construir uma automação do tipo:Se o campo x for igual a Londrina, atribuir o responsável X; se o mesmo campo x for igual a Curitiba, atribuir o responsável Y ?Tenho 8 possíveis responsáveis, dependendo da cidade em que atuam.

6
rafael.jefte
1 year ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Default value in Radio Button

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

5
leandro-almeida
Pipefy Staff
7 months 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
2 years ago
radams
radamsRegular Participant
asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

2
radams
1 year ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Pipe "Dashboard" permissions for Restricted View Users

BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)  

3
anggela-leiva
Pipefy Staff
10 months 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
2 years ago
steveshaifer
steveshaiferNew Participant
asked in Ask the Community

Phase Customization

I'm setting up a funding tracker.

2
F
Pipefy Staff
3 years ago

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