Ask the Community

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

  • 463 Topics
  • 1,407 Replies

463 Topics

silvio.angelo
silvio.angeloParticipating Frequently
asked in Ask the Community

Apps Creation Pipefy Help Page is Missing

Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?

11
silvio.angelo
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
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
1 year 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
Pipefy Staff
2 years 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
Community Manager
2 years ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Dashboard is not reflecting Database records

Hi all,This is my first month using pipefy and first post here, so hope I am not doing dumb questions. I have created a pipe that has a DB Connection which is populated when the pipe is finished. And also created a dashboard to show some KPIs with the DB data. Did several trial and error configurations until all was good enough and I could go live. Then I deleted all cards, DB entries and started to create real data. For my surprise, the dashboard still shows old data, which is not there in the DB anymore. Any hints on how to clean it?

5
Rodrigo Leite
Pipefy Staff
2 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant
asked in Ask the Community

Automation to update Top buttons preferences

Hello Guys, hope you are doing well and safe! Does anyone know how I can create an Automation to automatically update Due Date field on Top buttons preferences instead of creating a Due Date field in my card?  

1
Nicole Chiroli
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.  Please note that we have no use for general public forms on the web.  All our forms will be completed by internal employees.

2
anne.winter
Pipefy Staff
3 years ago
R
Rosana AlmeidaRegular Participant
asked in Ask the Community

Inivite members to Pipefy

Hey guys, I am starting with GraphiQL and trying to create a query for inviteMembers for an organization, however, I am not being able to identify what is wrong here. Could you please clarify?mutation {inviteMembers(input: {emails: {"teste@teste.com"},organization_id: "124779",message: "please join my organization"}) {clientMutationId}}---- Error{"errors": [{"locations": [{"column": 14,"line": 19}],"message": "extraneous input '\"teste@teste.com\"' expecting {'}', 'fragment', 'query', 'mutation', 'subscription', 'schema', 'scalar', 'go_type', 'interface', 'implements', 'enum', 'union', 'input', 'extend', 'directive', NAME}"}]}Thanks

1
Roberto Chavarria
Pipefy Staff
3 years ago
K
Pipefy Staff
Kevin WilliamsPipefy Staff
asked in Ask the Community

Mandatory Fields

hi, when should I use mandatory fields in my start form and phases? Can you give me some examples? 

3
Ricardo Palhares
3 years ago
chrislee100
chrislee100New Participant
asked in Ask the Community

Change color of calendar item based on a field?

On my cards, the user selects one of two options on a radio button, and enters a due date. On the calendar, the items display based on due date, but I’d like to see the items displayed differently (different color?) based on the radio button selected. Possible? 

1
Nicole Chiroli
Pipefy Staff
3 years ago
vrushil-gajra
vrushil-gajraRegular Participant
asked in Ask the Community

Questions about Pipefy Automate and PDF Generation feature

Hello everyone,I hope you are doing well. I have a few questions regarding the functionality of Pipefy:Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing? While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead. With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me. Lastly, I am curious if there is a multiple se

4
vrushil-gajra
7 months 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
2 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
asked in Ask the Community

How can I update my billing information?

Hi, I would like to update my credit card and billing information. Where can I do that? 

1
F
Pipefy Staff
3 years ago
M
Pipefy Staff
Mary AnnePipefy Staff
asked in Ask the Community

I was charged for adding new users to use Pipefy

I just realized that after inviting a couple new team members to Pipefy I was charged in my credit card for adding. Do you know what happened? 

1
F
Pipefy Staff
3 years ago
genietim
genietimPipefy Legend
asked in Ask the Community

Is there a Pipefy Changelog?

It seems that new features are introduced over and over again, which is awesome, but only for major once we get a post about it here in the community. Could we get a changelog also for changes that others might consider significant? Examples of changes I noticed in the last weeks:search that works for more than just the title automations that can not only be filtered but sorted As this here is a community forum: use this thread, users, if you notice changes, so we will get a changelog by ourselfes!

8
Nicole Chiroli
Pipefy Staff
2 years ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Pipe to Create Cards - Email configuration

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

2
Lais Laudari
Community Manager
7 months ago
chrgilles
chrgilles
asked in Ask the Community

Form image size

Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping

15
Juliana Spinardi
Community Manager
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
2 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

Capturing 2 data points per field

We have a need in a field to capture both a “category” or “classification” and the description in one field.  In this example, a user would enter the request the classify it as required, desired or optional.  I have seen this done with jotform and other form builders.  How can I accomplish this with Pipefy?    

2
Lucas Ivantes
Pipefy Staff
3 years ago
aryanda
aryandaNew Participant
asked in Ask the Community

Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

4
rafael.jefte
1 year ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

How to Pipefy Process Instructions

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

1
pamella-guarinello
Pipefy Staff
2 years ago
bhrzk1
bhrzk1Regular Participant
asked in Ask the Community

Get Public URL of Card via Python

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

4
Lucas Democh
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
2 years ago
E
Pipefy Staff
Emily JamesonPipefy Staff
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
Pipefy Staff
3 years ago

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