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Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.
Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio
Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?
Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks
I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?
Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well. We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance!
Estou tem um Pipe conectado a um database de usuários e quero ocultar na pesquisa os usuários que já não se encontram mais na empresa e estão com status de inativo dentro do database Exemplo: Banco de dados de ‘’Usuários’’ está conectado ao Pipe de ‘’pedidos de compra’’no campo ‘’solicitante’’ . Assim acabando mostrando todo registros do banco.
Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code. Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed. Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy?
Hello: I’d like to ask about using the “Date” Field Type.In two locations on my pipe, the User is requested to provide a Date by selecting (clicking on) a date in a displayed calendar.My question is: Can it be configured so that when a date has been selected, the calendar will clear from the current view?At the moment, in both of the Date fields on my Pipe, the User needs to click somewhere other than the calendar to clear the calendar from the current view, and continue on with the form.In the example attached, today’s date (03OCT2023) has been selected, but the October calendar is still dormant. Thanks! Andrew
Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?
Hi all,I have a group of workers and a stream of tasks arriving by email. Assume workers are happy responding to emails and that they can only work on one task at a time. I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James
I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee”
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