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Hello everyone!How do I update card labels using an API call? I looked for something similar here in the community and I couldn't find it.
Hi, I have a database table with some records and now i want to generate a dashboard and a report for that. But, I am unable to find a way to do that. Please suggest or refer to any related article for this. Thanks
Hi Pipefy Dev team Is there in the roadmap the implementation of logs about Pipe structures, fields, automations, conditionals, emails templates and etc. Thanks.Ezequiel Souza
Is there a way to restrict the visibility of certain cards to be only visible to certain users? I could imagine a “People on this pipe can only view the cards they are assigned to” or similar. Scenarios:A pipe where invoices to be paid are entered. Certain finance users should not see the invoices that go to salary, or similarly delicate invoices A pipe where users enter e.g. problems with other co-workers, HR has to handle them. If a HR worker is the problem, it should not be visible to him
Hello, I'm using a PipefyAPI - GraphQL to create a card, but I can't connect the card with other cards from another pipe. I tried to use updateFieldsValues, but I always get the error message "Value You are not allowed to connect these cards / table records.".OBS: I would like to connect the cards that way
Dear colleagues, Could you inform if it is possible to create any timesheet format (to mark hours worked per day), in Pipefy?Thank you Bruno Machado
Hello, community Members!I'm Priscila, a PM here at Pipefy! Hope you are all doing fine. The year is almost over, but we are not yet done with our product releases. So, I’m here to announce that we have released the Default Email Template per Pipe.How does it work?You can now create and set up a Default Email Template per pipe. By doing this, any emails you start to write in the Shared Inbox and Card Emai Inbox will be populated with all fields from the default email template, making it easier to use the Pipefy's email features with more efficiency, as you don't have to copy and paste the same content over and over again.You can learn everything about the Default Email Template clicking here.I hope you like it! If you have any questions or feedbacks, please send us!
Hi, doers! I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company! Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of. Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy? What are the main benefits of using Pipefy? Solution (just be careful while sharing a screenshot because it might contain sensitive information) Testimonial I am looking forward to seeing some remarkable use cases from community members!
Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again!
Hi, I’ve seen that it’s possible to export changelog if you have Power BI. But if you don’t use Power BI, is there any other way to export/download all historical events on a card? Thankful for tips! Best regards Hana
Olá pessoal, tudo bem? Minha ideia é criar um pipe que me ajude a controlar a entrega de EPI’s para os funcionários. Nesse pipe eu criei várias fases, sendo que cada fase corresponde à um setor (exemplo: uma fase corresponde ao setor Ferramentaria - Solda, outra fase é Usinagem, outra fase Limpeza e assim por diante) e dentro de cada fase eu coloquei os cards que representam os meus funcionários que ali atuam (exemplo: na fase “Usinagem” existem os cards “Fulano” e “Ciclano”).Cada um desses cards possuem, além do nome do funcionário, uma listinha com os EPI’s e logo na sequencia eu coloquei um campo de data para cada EPI. Dessa maneira eu vou colocar ali no campo de data “Troca de botina” a data em que irei entregar uma nova botina para o funcionário, na data “Troca de luva” a mesma coisa, e assim por diante. Com isso eu gostaria de transformar essas datas em vencimento do card, porque assim eu recebo uma notificação sempre que eu precisar entregar um novo EPI.Acontece que ao preenche
Hello, is anyone else having trouble with Field Conditionals? It was working just the other day but today Pipefy is giving me the following message: “Upgrade your plan: Upgrade to the business plan or higher to use field conditionals.”
Hello I have a pipe with an automation that creates new cards when a card from another pipe arrives at a certain phase. This pipe also has an weebhook for card creation action, that comunicates with an internal service. I was expecting that when a card were created by automation that the webhook would’ve triggered, but I’ve tested and it havent. Is that the normal behavior of pipefy’s weebhooks or did I do something wrong?
Hi Guys. any of you have a Sample of a working “card-badges” on Pipefy’s Platform ? I Tried https://developers.pipefy.com/docs/card-badges, and also read the “Features” Related topic, but it did not work. I have managed to make “card-buttons”, “card-tab”, and “pipe-buttons”, but the card-badges just don’t work. I Need for solving this problem bellow, but right now I just need a “fixed version”. Bellow is my manifest and index. Thank you.https://pipefyappamerico.glitch.me/manifest.jsonhttps://pipefyappamerico.glitch.me/
Hello, dear Community members Now you have the possibility to enable or disable the little timers that appear at the bottom of each card, just by checking “Enable timers on cards” checkbox on Company Settings (don’t forget to save your changes by clicking on the “save” button). When this option is enabled, you will see 3 different timers in each card of a pipe, the first timer tells how much time the card has been in the current pipe, the second tells how much time the card has been in the current phase, and the third one tells the last time when the card was updated, so you can have a better control over your processes time. Hope it’s helpful for you, and don’t forget to share any feedback or question!
Hi doers. Is there a way to have fields auto-populate in a start form based on their answers to other fields? E.g. If someone Chooses “Category 1” as an answer to “What category is your request a part of?”, can several other fields in the form auto-populate with values we always associate with Category 1? I first assumed this would need to be an automation (when a field is updated > update a field), but it doesn’t seem to be working. Then I thought maybe it would be a conditional, but the conditionals only seem to give me the option to Show or Hide fields, not to auto-populate them. Any suggestions?
Hi community members, howdy?We've launched our new Databases 2.0 and you can now explore and start taking advantage. With a redesigned look, the new Databases ensures a faster and more intuitive experience with the new features. Create new columns with the add (+) button, just like you do to add new phases in a pipe, and use the drag and drop feature to create and manage your databases. In addition, you can create connected databases and easily identify the reference database through the new visual feature with icons and specific colors, so you don't have to leave your screen and access the settings to find this information. Also, if you are a Database Administrator, you will be able to choose the members of each Database who will be able to access the data visualization. Click here and find out all about the new Databases 2.0.
