Discussions

Hi community !Does anybody knows a solution to have better images appearance in pdf generator, because mine is very very ugly I’ve tried with large size, .png, .jpeg format without success.Thanks for helping

1988

2 years ago

Douglas PerezNew Participant

asked in Ask the Community

How to update phase field into a card with Pipefy api?

Hello!I’m trying to update these fields using API, but I don’t know what mutation I have to use

5682

2 years ago

CrashRegular Participant

asked in Ask the Community

Ticket Status Notifications,

Very new to Pipefy so only stupid question is one not asked, my question here is have you guys built in a Ticket Status Notification updater.. So once a ticket is updated or closed the original sender can receive an update..

1573

2 years ago

tiago260New Member

asked in Ask the Community

Error sending headers webhook

When I send the attribute headers, I’m getting error 500mutation { createWebhook(input:{ actions: ["card.done"], name: "SAP", url: "http://x.x.x.x:8080/v1/public/sap-integrator/invoice", headers: {Authorization:"Basic xxx"}, pipe_id: 302174055 }){ webhook {actions, headers, id, name, url} }}

3332

2 years ago

Juliana SpinardiPipefy Staff

published in Ask the Community

⏲️ Quick Poll | Help us to find the best time for you!

Our team of experts daily hosts a Q&A session for our current customers. But we want to hear from you: what is the best time for you to attend our Open Office in English?Please vote in the time that best suits you! If you have other time suggestions, feel free to comment here.

391

2 years ago

chrgilles

asked in Ask the Community

How to add a online version for emails templates

Hi community !Is there a “online version ” for emails templates ?If yes, where may i find the link of this version (i would like to add it in the header email template ;))Thanks a lot

464

2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🌟 News | Automation event improved

Hello, everyone. Today we come with a minor yet huge improvement in automations. Previously, when creating automation with the event "when a card enters a phase" if the card was being created [start form] the automation wouldn't work because, technically, the card couldn't 'enter the phase' if it was not created yet and it would require to change the automation event to "when a card is created". Confusing, right? We had many support tickets with this problem, and we'd need to explain the problem was in the 'logic' behind the start form is not a phase. To fix this problem and prevent friction, we have now allowed cards from the start form to work with both events. No matter if you select "when a card is created" or "when a card enters a phase" for cards coming from the start form, the automation will work regardless. In case you find any problems with new or current automations, please open a card with our support team immediately. Thank you!

1944

2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🚀 Survey | New feature study

Hello, community!We from Pipefy are always looking to improve our platform, and we believe there is no one better than people who use our product daily to be a part of its development. So today, we would like to invite YOU to help us improve. If you are interested in shaping Pipefy’s future roadmap and creating something amazing for users such as yourself, please click here. This is a quick test to help us understand a potential new feature and get your insights to perfect it.Oh, and we are going to We look forward to having you help us in this task and improve Pipefy together. Thank you in advance! Portuguese edition here.

1884

2 years ago

tobiasbacoNew Member

asked in Ask the Community

Remove connection from connector fields

Hi! I need to remove the card connection from a connector field using a graphql querry.Any ideia of how to do it?

1485

2 years ago

gonzalo9New Member

asked in Ask the Community

Clear several Database records at once

Hi People, We need to clear 2000 register of a database?, how i can do fast? thanks

8105

2 years ago

isabela-guimaraesNew Participant

published in News and Announcements

🤑 Feedback | Talk to our Product Team and win a gift card!

Hi Community! Long time no see!We want to interview some users who use Pipefy daily to learn about their pain points, what their day-to-day is like, how their processes fit into the platform, and how the design and product teams can help you with improvements and/or new features!Did you find it interesting?If so, feel free to schedule a time that works best for you by clicking here. The 10 first people how applied, will get a gift card from Community. Just send a message to @Juliana Spinardi and let her know that you booked an interview with us! See you soon!

1899

2 years ago

abhattInspiring

asked in Ask the Community

Can we add custom HTML/jQuery on a public form?

Hello Team, Can we add a custom HTML code or a jQuery code on the public form in Pipefy? Regards,Avni Bhatt

1532

2 years ago

chrgilles

asked in Ask the Community

Working on two separate pipes

Hi community !At the end of a first pipe i ask to users (students) to upload their homework, i ask it by email.For that i have created a separated form on an other pipe with several upload fields.Problem is that i don’t know how to identify who is uploading files.For that i ask users to add their own email, before upload their files… => is there a better way to do that, for example by pre-filling email field on the second form (extracted from the first pipe) ?Also, is there a way to “send” uploads coming from the second pipe/form, in each user card in the first pipe ?Thanks fos helping and best regard

1253

2 years ago

tsartoriSuperuser

asked in Ask the Community

Append data

When we use automations to fill fields, the automation always overwrite the existing data. The sugestion I got is to allow us to just append the new data via automation.

1063

2 years ago

Danielle DiehlPipefy Staff

published in News and Announcements

Guest Permission and Request Area - Beta Program

Hello everyone! 👋 I am here to invite you to our beta/testing program for a two new features we are developing in Pipefy: Guest Permission and Request Area. If you need to invite external guests to your company and want them to have a proper and safe way to sign in on Pipefy - this is for you! We now have a new user permission, called "External guest". Invite as many people as you want with this new role level. Guests will access your company's Pipefy account and create requests only on select forms that will appear in the Portals tab.In other words, as an Admin, you can decide which forms your guests will have access to! Amazing, right? 🤩Additionally, they will be able to follow their requests in a new Request Area - all of this within your company's account, guaranteeing privacy and security. Currently, we are opening up a few slots for early adopters who want to test this and provide us with feedback. If you are interested in that, please fill out THIS FORM! 🚀 Learn more.

2796

2 years ago

JerryRegular Participant

asked in Ask the Community

Looking for a way to change labels of card based on status of connected card

Do someone know a workaround to update label of a card based on the phase of a connected card.I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.Any idea ?

2274

2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🌟 News | Pipe settings improvements

Hello, everyone!Thinking about simplifying Pipefy and making it easier each day, we have just released updates in texts and help components inside “pipe settings”.We know a product this robust can be quite complex, so here’s a before and after image with changes we’ve made inside the pipe settings modal. Are there other changes you think we could work on to make the platform more intuitive and easier? Let us know!

1142

2 years ago

Leonardo TrancozoNew Member

asked in Ask the Community

How do I have a public form with fields different from the initial "internal" form?

How do I have a public form with fields different from the initial "internal" form? For example:I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.

2253

2 years ago

abhattInspiring

asked in Ask the Community

Automation to forward shared email

Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?

301

2 years ago

chrgilles

asked in Ask the Community

No entries in database...

Hi all ! I’m using Zapier connector to create cards in a pipe.But when doing this, fields are filled by the connector and not throught the database start form, so no data are send in the database :/So i’m asking me how it was possible to avoid that and create database entries using data added by the connector.Thanks a lot

1463

2 years ago

Juliana SpinardiPipefy Staff

published in Ask the Community

🧐 Survey | Your experience with Pipefy University

Hey, Community Members! How are you? We believe in constant improvement and for achieving that, Pipefy is always open to hearing our customers' feedback. We want to know more about your experience with Pipefy University. It only takes a few minutes to answer the survey! It will help a lot :) Click here to help Pipefy improve even more your experience. Thanks for your time! Form in Portuguese is available here.

1302

2 years ago

Thiago W.Pipefy Staff

asked in Ask the Community

Filter phases by name in Pipefy

Hello everyone. How can i filter phases by name? I don't know either. Here's what I'm trying:{ allCards(pipeId: 123, filter: {field: "current_phase", operator: equal, value: "456"}) { edges { node { id title current_phase { id } } } }}But it says: Something went wrong :-(Any help would be much appreciated.

7063

2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

News | Small automation improvement 🌟

Hello, community! Hope you are all doing well and safe.Have you ever gotten annoyed while creating new automations and having to select the pipe every time? I know I have. In order to keep improving the experience and make it o make the experience easier and smoother, we have just now released the behavior to pre-fill the pipe in automations events so you’ll just have to worry about filling in the specifics and the conditions to your automation. Feedback and suggestions are highly appreciated. Thank you!

1426

2 years ago

abhattInspiring

asked in Ask the Community

Sort Dropdown connected to a database table

Hello Team,How can we sort a dropdown alphabetically which is connected to a database?

1673

2 years ago

motoristas-cosNew Member

asked in Ask the Community

I can't attach image

I use the android app. When I take a photo through the app, it doesn't attach

2324

2 years ago

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