Ask the Community

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

  • 333 Topics
  • 945 Replies

333 Topics

luisa-dieter
luisa-dieterRegular Participant
posted in Ask the Community

Move a card after a connection is made

Hi everyone! I currently use Pipefy for production quality control and I need your help trying to find a workaround for a big issue I have...I have a pipe for product assemblies and another pipe for all the individual parts (that need to be assembled). In the start form of the assembly pipe, there are connection fields where I connect the cards of the individual parts from the other pipe. My need is that every time a part card is connected to an assembly card, the part card moves to the next phase.I know Pipefy does not have a native way of creating automations from connections, but I would like to know if you have any ideas of workarounds I could apply to this situation. Today I need to manually move all the part cards when they are assembled and that is a nightmare :(Thank you!

7
alicereis
7 months ago
tiago260
tiago260Regular Participant
asked in Ask the Community

Error sending headers webhook

When I send the attribute headers, I’m getting error 500mutation { createWebhook(input:{ actions: ["card.done"], name: "SAP", url: "http://x.x.x.x:8080/v1/public/sap-integrator/invoice", headers: {Authorization:"Basic xxx"}, pipe_id: 302174055 }){ webhook {actions, headers, id, name, url} }} 

2
tiago260
5 months ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
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
H
HCiconelloRegular Participant
asked in Ask the Community

Registration accont

Hi,    I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it.    Thanks

2
H
2 years 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
E
Emily JamesonNew Participant
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? 

1
F
2 years 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
1 year ago
A
agnelo.britoNew Participant
asked in Ask the Community

Condicionais entre databases

Olá Comunidade!Alguém sabe alguma forma de contornar a limitação de criação de condicionais de campos conectados ao database?Tenho o seguinte cenário:Database de Empresas Database de FiliaisAo selecionar a empresa no primeiro campo, o segundo somente poderá apresentar as filiais vinculadas a empresa selecionada.É inviável criar um pipe para cada empresa devido ao volume de filiais.

5
rafael.jefte
8 months ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Searching done cards in pipe connection

In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’​​​​ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?

2
Sarah Lane
1 year ago
lucas-stern
lucas-sternNew Participant
asked in Ask the Community

Delete Members using API

Hi,its possible to delete a member, or at least remove a member from a team using the API?I dind’t find a mutation for that

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

Accessibility & Pipefy

Hello everyone!The company I work for (AMI) is all about accessibility, especially in media and technology.When we started working with Pipefy we did some testing and determined that the public forms aren’t the most accessible for someone using a screen-reader. This is something we’d love to see improve with this tool in the future and I’m curious if other Doers out there would have interest in that for their organizations as well.Also curious if this is something Pipefy would be interested in working on in the future. Although it’s often assumed that there aren’t that many people who would benefit from making an application more accessible, it can actually have huge benefits and appeal to a much wider audience than you’d imagine. And, from what I hear, sometimes the coding changes that can make a big difference for accessibility are easy to implement. For those interested in learning more about web accessibility, this site is a great place to start: https://www.w3.org/WAI/fundamentals

2
Sarah Lane
1 year ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Ask the Community

🚀 New flow improvement - add phases!

Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again! 

682
Lucas Democh
7 months ago
albergamin
albergaminRegular Participant
asked in Ask the Community

Como vincular registro de uma tabela com outra nos pipes?

Bom dia.Estou criando um pipe de suporte. Tenho uma tabela de cliente, uma de produto e uma que vincula o cliente e os produtos que utiliza.Eu quero montar no meu card uma opção onde eu seleciono o cliente e lista automaticamente os produtos vinculados a ele. É possível fazer isso?André

4
Rodrigo Subirá
Community Manager
1 year ago
J
JamesNew Participant
asked in Ask the Community

Dynamic content emails

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

1
belsalemme
Pipefy Staff
2 years 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
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
Ana Gomes
Pipefy Staff
Ana GomesPipefy Staff
asked in Ask the Community

Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

1
Juliana Spinardi
Community Manager
2 years ago
S
Suporte ANLTNew Participant
asked in Ask the Community

Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?     

1
savicbo
2 years 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
Yaseen KAMALA
Yaseen KAMALARegular Participant
asked in Ask the Community

Calling a field value from the Form

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

3
lais-laudari
Pipefy Staff
11 months ago
moacyr-baptista
moacyr-baptistaRegular Participant
posted in Ask the Community

cards query does not return endCursor

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

3
moacyr-baptista
8 months ago
palani-subbiah
palani-subbiahNew Participant
asked in Ask the Community

How to create multiple type of forms in a phase

Hi,I have a project where multiple stakeholders are involved and different type of activities are performed to accomplish the project.Lets say → HR Team would work on recruitment → SCM Team would work on Inventory Planning → Infrastructure Team would work on Infra Planning and Installation.& at every form, I would like to have set of input parameters such as "People Count" , "Invoice No", "Value" these parameter would differ for every functional processes.so, is it possible to create a multiple type of forms in a single phase ? Your help would be highly appreciated.

1
Ezequiel Souza
1 year ago
jean.eduardo
jean.eduardoKnown Participant
asked in Ask the Community

Envio por E-mail customizado

Boa tarde pessoal, Tudo bem?  Estou tentando usar uma e-mail de caixa compartilhada para mascarar meus e-mails enviados pelo pipefy. Porém, os e-mails não estão indo de forma automática e quando tento enviar de forma manual aparece que algo deu errado durante o envio. Por ser um e-mail de caixa compartilhada eu não consigo utilizá-lo como máscara? 

7
jean.eduardo
9 months 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
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

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