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zfrankelNew Participant

asked in Ask the Community

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?

1 year ago

mgdwyerNew Member

asked in Ask the Community

Connections to Done cards no longer possible - breaking change?

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

1 year ago

Douglas CostaRegular Participant

asked in Ask the Community

Pipe attachments(send for e-mail)

Hello, I need the attachments that arrive by email in a parent pipe to be transferred to a child pipe, has anyone gone through this and managed to solve it?

1 year ago

adm-allmarketsolutionNew Member

asked in Ask the Community

E-mail view on app

Does anybody know why is not possible to track emails from pipey app?app is so limited now

1 year ago

frederico-machadoNew Participant

asked in Ask the Community

Getting a Pipefy Report with Make (Integromat)

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

1 year ago

Ramon NolascoRegular Participant

asked in Ask the Community

Pre-filled Public Forms

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.

1 year ago

Juliana SpinardiPipefy Staff

published in News and Announcements

⛰️ Pipefy Summit | Thank you for meeting us!

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!

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1 year ago

mazeRegular Participant

asked in Ask the Community

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!

1 year ago

support164Regular Participant

asked in Ask the Community

Cards Aren't Moving Automatically on Specific Date

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

1 year ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🎉 The Winner | Pipefy Survey

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.

1050

1 year ago

Keto-FasterNew Member

asked in Ask the Community

Long Text Fields don't accept any code being stored in them?

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code? Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors?

1 year ago

enrique.herbellaNew Member

asked in Ask the Community

Accessing table_record "Record Infos" using graphql

Hi!I am new at using graphql with pipefy API.I am trying to retrieve all the “Record Infos” of table rows using the pipefy API.Using {"query":"{ table_records(table_id: 12345678) { edges { node { id title done table { id } created_at created_by { id } } } } }"}',I am able to retrieve preliminary information about each row in the table. This is a sample result:[0] => stdClass Object ( [node] => stdClass Object ( [id] => 99999999 [title] => ROW TITLE [done] => [table] => stdClass Object ( [id] => AAA-BBBB ) [created_at] => 2022-02-10T09:19:48-05:00 [created_by] => stdClass Object ( [id] => 11111111 ) ) )However I am struggling to find the proper method to retrieve the node’s complete content; Meaning all the fields

1 year ago

Matheus BarbosaNew Participant

asked in Ask the Community

Como alterar meu plano?

Olá pessoal! Alguém sabe como eu altero meu plano? Tenho o enterprise e gostaria de mudar para o Business com mais usuários. Tentei em forma de pagamento e não consegui. Quando clico em upgrade ele me direcina para uma página para adquirir Ad-ons. Desde já obrigado!!!

1 year ago

Keto-FasterNew Member

asked in Ask the Community

Pipe "Dashboard" permissions for Restricted View Users

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)

1 year ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Pipefy Summit 2022 | Finding a way forward by building processes you can trust.

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

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1 year ago

Theoder WilliamsNew Member

asked in Ask the Community

Adding two numeric values

In Pipefy need to add 2 values. Example If I have multiple line item in Invoice, updating each line item and a field should show the total value of the line items.Can we do this using database or adding cells using dynamic value. Please advise.

1 year ago

Keto-FasterNew Member

asked in Ask the Community

Prevent users from seeing/ accessing field

Scenario:A field is on start form which shouldn’t be used by the user An automation fills itIssue:To prevent users modifying it we make it a hidden field (conditional) When a field is hidden it seems that the automations don’t work?Question:Can you confirm this is expected behavior for Pipefy? Am I missing a simple way to have non-user fields and have them updated in pipes?Potential Solution:If the API doesn’t have the limitation of automations (hidden fields not updatable) we could use the API to update the fields (if this is the best option, can you confirm that API works with hidden fields?)

1 year ago

Taylor WilsonNew Participant

asked in Ask the Community

Data security and risk assessment

Hi I am filling out a security check for my company and was wondering if i could be put in contact with someone to fill in some questions for me. thank you

1 year ago

danna-yenisei-morales-delgadoRegular Participant

asked in Ask the Community

Changing a Pipe configuration on Phases after implementation

Hello,I create a Pipe and was started to be used a few months ago, however we review mapping process with other company stakeholders leading in the need to change Pipe configuration, is the any support to help to know if aI change the order what happen with the Cards that are in progress or recommendations (ex. complete all cards before new changes)? I tried to start a chat for support but the option failed

1 year ago

chrgilles

asked in Ask the Community

What is a done card ?

Hi all !Could you confirm, if a done card is a card moved at the end of a workflow, in a phase marked as an end of the process ?Thanks a lot :)

1 year ago

adnan-jebaileyNew Participant

asked in Ask the Community

Pipe dá tela branca em todos navegadores

Olá pessoal,Estou com problemas no Pipefy.Todos meus pipes aparecem com essa tela branca e não carregam em nenhum dos navegadores (Chrome, Firefox, Safari),Já tentei limpar o cache, reiniciar o computador e nada.Alguém tem ideia do que possa estar acontecendo?

1 year ago

chrgilles

asked in Ask the Community

How to track a clicked link ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

1 year ago

chrgilles

asked in Ask the Community

How to record a "clicked" link in an email ?

1 year ago

danielle-santosNew Member

asked in Ask the Community

Integração pipefy -> PostgreSQL

Boa tarde, pessoal! Preciso criar uma integração do pipefy com o PostgreSQL. Sabem como fazer? Obrigada!

1 year ago

bart-batselierNew Member

asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

1 year ago

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