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  • 339 Topics
  • 964 Replies

339 Topics

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
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
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
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
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
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Pipefy Bages

Hi there!Just curious about the Pipefy badges I see on some peoples profiles. Is there a list of badges posted somewhere and how do people earn these badges? I couldn’t find anything about it in the existing posts, but perhaps I missed something? Sarah

6
Sarah Lane
1 year 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
gabrielritchie
gabrielritchieRegular Participant
posted 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

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
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
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
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
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
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
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
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
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Updating Start Form After It's Submitted

Looking for some help from the community on how to handle this process in Pipefy:We have an onboarding pipe. Sometimes managers will complete the public start form before they know what the name of the new hire is or their start date i.e. they know they’re hiring a new Technician, but haven’t selected the person yet. We have questions that allow them to submit the start form without providing the name and start date of the new hire. However, we want them to be able to update us with the name and start date once those pieces of information are known. Currently, we just ask the manager to email us when they know that information and we manually update the card with that data.I’m trying to find a way for the managers to be able to submit another form - an update form - that will then connect to the original onboarding card so that the data is combined. I’m assuming I’ll need to use connections and possibly automations too, but I can’t quite figure out how to make this work. Any recommenda

5
Sarah Lane
1 year ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Clone Cards on the same Pipe

Is there any way to clone / duplicate a specific card via graphql?

4
lais_lot
Pipefy Staff
1 year ago
A
Amanda L.Regular Participant
asked in Ask the Community

Can't connect a tableRecord in to another table

I'm trying to create a new table record using a field which is a connected record from another database. Using the GUI I can create and connect table record with no issues. But, when I run using the Graphiql Explorer I got the following message: Value You don't have permission to connect these cards/table records. Both databases has the Public Permission checked. I tried using the API (new version) and presents the same problem.

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
P
Peter AlexanderNew Participant
asked in Ask the Community

PDF Template

Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template. 

10
jhonmaccuine
1 year ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

How to interate through all cards with Python in Pipefy

Hi! I'm working in a python script that read some fields from all cards from a pipe and them write it to pandas in Python. The main idea is to iterate through all key values from json list. Here's my code: import requests import jsonurl = ""https://api.pipefy.com/graphql""payload = ""{\""query\"":\""{ allCards (pipeId:127682, first:50) { edges { node { id title fields { name report_value updated_at value } } } }} \""}"" headers = { 'authorization': ""Bearer ""my_token"""", 'content-type': ""application/json"" }response = requests.request(""POST"", url, data=payload, headers=headers) print(response.text)Since here, all it's ok.But when I try to parse it with json with this code:json_dic=json.loads(response.text)for key in json_dic: print (key,"":"",json_dic[key])I just got an another list like the first ""print"", it seems that ""response.text"" is not a dict object, so when I parse it with json.loads, script can't identify the keys and separate them.Whats going wrong?Thx!

4
m.sabadini
1 year ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Get connected TableRecords from Card

I'm trying to use the property ""connectedRepoItems"" in ""fields"", but even my card has one or more public table records associated, I got null values.{card(id: ""XXX"") {fields { connectedRepoItems }}}answer:{""data"": {""card"": {""fields"": [{""connectedRepoItems"": null},{""connectedRepoItems"": null},{""connectedRepoItems"": null"

1
Marcos Carvalho
Pipefy Staff
1 year ago
inaki1
inaki1Regular Participant
asked in Ask the Community

Conversion Funnel in Dashboard Beta

Can you help me in designing a Conversion Funnel Dashboard in Dashboard Beta? 

6
mozart-morales
1 year ago
eugenio.landesmann
eugenio.landesmannNew Participant
posted in Ask the Community

Show the expiration date of the card in each phase based on the SLA.

It would be very interesting if the cards automatically showed the expiration date based on the SLA established in each phase.

0
eugenio.landesmann
1 year ago

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