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Hello everyone! 🆕✨ I’m thrilled to announce that we are releasing an improvement in the Request Area feature as part of the Guest Experience effort, but at this moment in the Mobile App.Now, you can see your message history inside the request card, and also preview/download the attachments inside the message.This feature allows you to complete some journeys as well because now we support the Phase forms on Mobile. So, if you receive a link within the message, you can click on the link and will be taken to a Webview already authenticated, with no need to log in to the web again. Amazing, right? 🚀 How does it work? If you open any request card, you will be able to see the Messages tab, where you as a requester will be able to see that email in the request open card. Additional information: Possibility to preview/download attachments;Webview authenticated;Clickable links; Read messages; The news is already available in the 2.26.0 version! Thank you, Carol Delben - Product Manager @P
Hey everyone! How are you? ✨ We have amazing news to share with you all! Now, in the Mobile App, you have the option to pull the screen to refresh the Pipe. How does it work? On the Pipe area, if you want to see the last updates you can pull the screen, and then the information there (new cards e etc) will be updated. That's simple, right? 🤌🏼 How can you access this feature? This new feature is available on version 2.26.0! Update your App, so you don't miss the news!🔥 Feedback is highly appreciated. Thank you, Carol - Product Manager @Pipefy
Hello, Happy 2023, everyone! ✨ Do you use Pipefy to manage your IT tickets and service desk, and have 2 minutes to help me out? I would love to read your answers to this survey: In case you can't see it embeded above, you can access it here: https://qclym7tn8lt.typeform.com/to/tAeozokmClick here to read this content in Portuguese. Thank you for your time! 🤩
Sending a single phase form multiple times to the same recipient allowing them to resubmit the form with a different response
I’m using pipefy to automate my company’s purchase orders life cycle . The issue i’m experiencing is that the service my company provides usually has multiple orders of the same service, causing a card to move back and forth between different phases and the main phase of the purchase life cycle has a form that sends automatically once a card enters the phase. However, when the card reenters that phase, the phase form that sends to the customer is already pre-filled from their prior response to the form the first time it entered the phase. Is there a way to have a phase form send the same form while allowing a new response in the fields?
Hello, everyone! Merry Christmas! We have a gift for you!You can now download our brand new mobile app! We have completely rebuilt it to offer a better, faster, and more stable experience and it is now available for Android and iOS devices. 🤳Stay on top of your operations anywhere, anytime🔎 Quickly find what you need with smart filters📩 Create new requests on the go Get Android app Get iOS app
Hello e Olá pessoas,Im trying to get a Report from Pipefy using Make (Integromat) but i’m having trouble with the API Request.First I’ll explain what i’m doing so you can understand a little better before i tell you my problem. Step 1 and 2: To get my Report file URL i make two requests with these two queries: Step 1Step 2Step 3: I neeed to make and API Key Auth request to download the file from the URL from the previous query.https://developers.pipefy.com/reference/graphql-endpointStep 4: I download the file from the URL that i got in step 2The error appears in this last step, when i make the requisition and it returns me a error like belowError :( <Error><Code>NoSuchKey</Code><Message>The specified key does not exist.</Message><Key>orgs/1cd3302a-bdda-486f-8fca-2d1b95a157ef/reports/83f60727-407f-4014-893a-de3465d24696/entregas_dos_parceiros___farol_23-12-2022.xlsx</Key><RequestId>M2DKW11JFVAKTFYW</RequestId><HostId>G+y3k9
Hi all, It seems that there has been a recent change to the Pipefy interface, such that cards in a Done phase can no longer be linked in connections. There are a lot of potential workflows, including a number we use internally, that need this. Is there a reason this was changed and can it be put back? Thanks,Mike
I want to set a trigger so that when my card changes to a specific phase, I can get it's data and use it to do a request to another API.What would be the best way to do this? Is it possible to do it inside a Pipefy framework app or would it be better to fetch the card/pipe data with graphql?
Hello everyone, happy new year! I wish you all an excellent 2023 Thinking about improving the user's self-service experience and also helping them to report their issues easily and faster, the App squad team has implemented a Help desk button inside the App.Now, you can ask for help without closing the App mobile and going to the Web! 📲How does it work?On the Profile button, you can find an option called "Help Center" when you click on it, the Help Center page will be opened, so you can find helpful articles and a chat to talk to Support. Take a look at how it turned out: This Improvement is now live in Mobile app. Feedback is highly appreciated. Thank you, Carol - Product manager @Pipefy
Hello, Pipefy community 👋 You have asked, and we did it! 🚀 Now the card's subtitles display in the kanban view will follow the order you set in the pipe's configuration. If you already have a pipe with some subtitles defined, you can reorder the fields in the order you want them displayed on the card. Simply go to Pipe > Settings > Pipe configuration > Card subtitle > Chose the subtitles and put them in the order you want to see them on the card.💡 TIP: If you want to edit the order, remove or add another field in the middle, you can do that by using the arrow keys on the keyboard. Or you can erase all and add again in the chosen order. 🗓 This feature will be gradually released for every user throughout this week, until July 15th. Let us know if you want to use it right away!
I have a REST service that sends a customized email notification to all employees. [ With JSONas input ]I want to integrate this REST API with Pipefy, so when a card is created in pipefy, I want toformat card info (Data from Pipefy webhook) and do the job.Information:Created a webhook in pipefy using "https://app.pipefy.com/graphiql" using mutation"createwebhook" and, webhook is created with an idQuestion:How can I use this webhook and how can I call my own REST API (or how this webhookinteracts with my REST API ?)Please suggest
Hello,Currently there’s now way how a public form can be already pre-filled when people are accessing it trough a public link, even if there are connections between pipes/databases. But wouldn’t it be possible to at least have a template for that form, so that people wouldn’t need to start from scratch? Sometimes it happens that people need to create cards with very similar information - it would really help if there could be a saved pre-filled template for those cases.
Thank you for joining Pipefy Summit 2022 | Building processes you can trust. We hope you enjoyed it! 😊If you missed a session or want to revisit something you learned, you can access all sessions through the link below. And if you have further questions, don't hesitate to contact us here in the Community. Access all sessions See you next year!
Hello community, howdy? I'm excited to announce that the new automation action Update a field in a card or a record is now LIVE for 30% of our customers in Beta mode! What's new?Now, your database records can be automatically updated when a card is updated or moved to a specific phase. Why is it valuable?With this enhancement, you and your team can experience more agility and accuracy in your processes. What's a practical example?In a sales pipeline process, when the card of the lead is moved to the "Deal Won" phase, the "Prospect" database is automatically updated. Stay tuned!We'll keep sharing the progress of this launch with you! If you already got the update and have any feedback for us, please reach out!
Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?
Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!
Hello, Pipefy Community, We have great news: now, you can integrate Pipefy with your reports tool, such as PowerBI or DataStudio, through API! Here’s how: With Reports, you can filter data from your processes in real time, organize them into columns and export them as a spreadsheet to analyze the information you want. If your team needs to export reports frequently and within a certain period of time, you can automate that process! Configure an API Scheduler routine to automate report extraction using a mutation. The report will be exported in the time period you set in your scheduler. To extract the report, two calls are needed, the first is a mutation that will obtain an ID in the response to be used in the extraction, and the second is a query, which will use the response obtained in the first to obtain the download URL of the report. The initial call, as follows, must inform the ID of the Pipe where the report is saved and the ID of the report already formatted with all the columns
Hello! I’m trying to set up automations within my pipe which will send various email templates when it enters each phase, but it needs to send the email on a specific date. We deliver training so the delegates need to be emailed different pieces of information on different dates leading up to the course, as well as during the course. I’ve tried so many different scenarios and conditions but I just can’t seem to get it to send the info or move the card on the date I specify. I’m hoping someone can offer some advice? (Hopefully I’ve explained it clearly enough) Thanks
Hello, team! This week we published a survey to our Pipefy customers asking them which were Pipefy's most important features. And guess what? All the participants were competing on a $50 Amazon Gift Card. We want to thank everyone who engaged and annouce Shaun Pearse as the winner!!!!Our team will get in contact with you by email sending informations on how to use your prize. Congratulations to Shaun Pearse and thank's everyone for helping us with insights to build even more relevant contents to our customers.
We are excited to officially welcome you to Pipefy Summit 2022 - Building processes you can trust. What is Pipefy Summit? On December 7th, get ready for a day full of panels, learnings, networking, and fun! In our 3rd edition, Pipefy’s process excellence experts and guests will share their best practices and insights into how to automate processes and optimize workflows in order to save money, conserve IT resources, and improve efficiency. Who should attend? Pipefy Summit is designed for professionals who want to help their teams achieve operational excellence and build processes they can trust. more about how low-code platforms can drive efficiency and provide solutions to empower your team to create and control business processes, eliminating manual work. Whether you are just beginning your digital transformation journey or you’re looking to solve a complex process orchestration problem — this event is for you! What to expect in 2022 • Get inspired by our speakers and leaders co
BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)
I have included a date property in a card and when the card reaches a phase, an email is sent with that date information (dynamic field). Date in the card is in the expected format (DD/MM/YYYY), but date in the email is in a different format (MM/DD/YYYY). How can I change the format in the email?
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