Ask the Community

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

  • 550 Topics
  • 1,878 Replies

550 Topics

Zac C
Zac CNew Member
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
1 year ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

How to Automate Assignment of Multiple Assignees

Background:I have an automation that gets Assignees from an Assignee field and add them to a different Assignee FieldProblem: When there is more than one assignee in the first field, it seems to break and does nothing It doesn’t seem to be able to handle the Assignee array / only single assigneesExample Use Case:Using assignee fields like this with automations can help to centralize permissions in one place by team or other grouping (e.g. the “TEAM Members” database) You can then allocate those assignments to cards in any other pipe.

3
julia-pinheiro
Pipefy Staff
2 years ago
mgiammarco
mgiammarcoNew Participant
asked in Ask the Community

Dynamic knowledge base

Hi,I am evaluating Pipefy because I have a complex IT services business.I have seen how Pipefy can cover most of my use cases.This use case is different: I would like to implement a checklist based knowledge base.I explain: people can have a portal where they can search for a card.Each card solves an IT problem (“disk full problem”) and it has a description text of the problem, one or more links to external documentation and a checklist.Cards can be combined: “finished space problem” can have “inside” the cards “disk full” and “email full”Basically a standard knowledge base has these problems:checklists are better than a long document to read checklists can be assigned to IT staff as a work to doHave you some ideas on how I can implement this thing with Pipefy?Thanks,Mario

1
julia-pinheiro
Pipefy Staff
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Error on Importing Connected Fields to Pipe

Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.

2
julia-pinheiro
Pipefy Staff
2 years ago
mgiammarco
mgiammarcoNew Participant
asked in Ask the Community

Italian translation

Will Pipefy implement italian translation?What can I do to help?Thanks,Mario

2
genietim
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Recurring Task Creation in Pipe with Backlog Phase

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

2
Keto-Faster
2 years ago
fernanda000
fernanda000Regular Participant
asked in Ask the Community

Problem connecting pipefy to zapier

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

3
denise-hipolito
Pipefy Staff
2 years ago
Yext-Pipefy
Yext-PipefyRegular Participant
asked in Ask the Community

Can we apply Filters on Pipefy Database

How can we filter the Pipefy Database when connected to a field on start form?

3
Keto-Faster
2 years ago
gbdoin
gbdoinNew Member
asked in Ask the Community

Filter Pipefy cards on connection field

Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field values was on the road map is it still? Edit2: also found this roadmap item where group of filters is in progress for reports, but this seams mostly unrelated to filtering cards on field values. No other item on filtering cards unfortunately. 

4
Keto-Faster
2 years ago
Besnik
BesnikNew Participant
asked in Ask the Community

Is there any possibility to model processes in pipefy ?

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

2
julia-pinheiro
Pipefy Staff
2 years ago
adam-t-jaggers
adam-t-jaggersRegular Participant
asked in Ask the Community

Send Email from form data

I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form. Any thoughts on how to do this?

4
julia-pinheiro
Pipefy Staff
2 years ago
Edmar Machado
Edmar MachadoNew Member
asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

2
Edmar Machado
2 years ago
soumit
soumitRegular Participant
asked in Ask the Community

Allow request tracking not working

When I go to share > customize > Allow request tracking I am able to set the toggle to on and the message “settings saved successfully” comes up, but when I exit and go back to the same settings it shows the toggle to be off. 

3
Juliana Spinardi
Pipefy Staff
2 years ago
Tegrus
TegrusRegular Participant
asked in Ask the Community

"Id" obtained from frontend doesn't work in graphiql.

I'm having a problem executing the query "card(id: "2jw9V38Y") { title }". I'm getting the id of the card through the instance "window.PipefyApp.init().card()", this in the front-end, but this id doesn't seem valid for graphiql operations. If I copy the id contained in the browser's url (id only with numbers), the query returns the data correctly.

3
genietim
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Creating Dynamic Links

My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.

4
Keto-Faster
2 years ago
ViniciusSantosFocus
ViniciusSantosFocusNew Participant
asked in Ask the Community

How can I get Assignee ID from a card using pipefy API?

I would like to know how can I get Assignee ID from a card using pipefy API?

1
alicereis
2 years ago
targettoyota
targettoyotaParticipating Frequently
asked in Ask the Community

any chance you can see to this asap

this system doesnt have an internal viewer for a simple uploaded PDF.. every time u click on an uploaded PDF it downloads the PDF to your computer this is causing a massive overload of copies non stop for me. fix it please. like today

9
tomas.objeto
2 years ago
cassios90
cassios90Regular Participant
asked in Ask the Community

Problem with database column size change

Hi, I was trying to resize the column of my contacts database so i’m able to see all info at once, but any change, in any column makes the screen blank, then when i refresh the page, all columns are back to their original size.I’ve attached a video of the problem

2
rafael.jefte
2 years ago
Keto-Faster
Keto-FasterNew Member
posted in Ask the Community

Database give error when trying to change record title "We're Sorry something went wrong."

On several databases I’m getting the error “we’re sorry something went wrong.” since Saturday - I’m not sure if this is a longer term or new issue.To replicate the error you:Go to database settings Change the “record title” field to a different field It then gives the error: - It doesn’t change the record title field - It gives red error box on right that says “we’re sorry something went wrong.”I’m going to have to rebuild a database if can’t fix this, so would appreciate any input that could save me doing that.

9
Keto-Faster
2 years ago
jorge-barbi2
jorge-barbi2New Member
posted in Ask the Community

Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
2 years ago
michel-maudru
michel-maudruNew Participant
posted in Ask the Community

Manage a same form in a phase for multiple sending

Hello,  I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel

3
rafael.jefte
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Using Card Checklist as Steps of Task: Creation + Checking via Automation or API

Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.

1
Lucas Democh
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

Accessing Data from Second Level Connected Database

We have a pipe + two databases set up as follows:PIPE → connection field → DATABASE 1 → connection field →  DATABASE 2So basically the PIPE is connected to database 2 via database 1 connection (since database 1 has connected field to database 2)Is there a way to access the database 2 fields from the PIPE?When you select the database 1 entry from the pipe, you can scroll to fields in say ‘dynamic content’ in a content field. However, when you click on the database 2 field - it provides you with data from one field (there’s no option to select the field).Hopefully I’m making myself clear. 

3
Ezequiel Souza
2 years ago
T
Pipefy Staff
Thiago W.Pipefy Staff
asked in Ask the Community

 How to get all fields (and custom columns from table) from a card

 [GraphQL] Hello Everyone. I want to take a card ID and get all the standard AND custom data that has relations with it, so i.e: Card ABC has: Assignee Due date Company (that's a custom table I have created and inside this table, there's a custom ID i need to use) Etc... I am having trouble to get these information because I think that it's a simple "Inner Join" solution but after seeing all the reference APIs I couldnt understand the relationship between the tables. Someone ever did something like it and could help? Thanks!

2
tiago-fernandes
2 years ago
M
maciekszNew Participant
asked in Ask the Community

Custom survey link sending by automated email

I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer.  I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.

2
rafael.jefte
2 years ago

Community Experts Leaderboard

Terms & ConditionsCookie settings