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556 Topics

jorden-monroe
jorden-monroeParticipating Frequently
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
2 months ago
Felipe Chao
Felipe ChaoRegular Participant
asked in Ask the Community

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly 

4
leonardo-lucena-pipefy
Pipefy Staff
2 months ago
will66
will66New Participant
asked in Ask the Community

Unique form links with pre-filled fields

Hello all, I would love to know if there is a way to give a unique link to a form that pre-fills some fields?Use case - we have a list of customers that submit invoices for checking and approval for payment. I would like to give each customer a link that, gives them access to a new start form that already populates the name of the company and our internal ID for them, so they cannot edit it? Is this possible? 

4
leonardo-lucena-pipefy
Pipefy Staff
2 months ago
Ace3838
Ace3838New Participant
asked in Ask the Community

Creating Invoices

Hello,          I’m using the software as a business process.  I want to be able to create and print invoices per card.  Our invoicing is simple.  We have about 7-10 different prices per units.My questions are:Is there a way to have a simple math function?  Such as so many units times a preset price? Is there a way to create a PDF that has said math function? Is there a way to create a document instead of PDF, so that it can be manually edited? Is there a way to have an end of process email a PDF invoice?  When card enters a certain phase?  

1
marcosmelo
2 months ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

4
V
2 months ago
Paulo Rodrigues
Paulo RodriguesRegular Participant
asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received  → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card.  Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

3
marcosmelo
2 months ago
leospecht
leospechtRegular Participant
asked in Ask the Community

Pipe or Organization ID

I am trying to acces pipefy data through the API, however, I am not able no find my organization ID or my pipe ID anywhere, I am just missing those to finish everything. Thanks,Leo

4
Nicole Chiroli
Product Manager
2 months ago
marina-vital
marina-vitalRegular Participant
asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be?  We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200. 

3
genietim
2 months ago
P
paola-simanNew Participant
posted in Ask the Community

Conflict checking process

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

2
Desirée Hoppe
Pipefy Staff
2 months ago
pvfontes1000
pvfontes1000New Participant
asked in Ask the Community

Error in Importer with Phone numbers

In the importer feature, there is an error that always happens when i’m trying to import phone numbers.  This is an example of phone numbers I haveThis is the importer error log with what it made of the info I had.This error is making me use the text field for phone numbers, and I don’t want that.Does anybody knows what might be happening??

2
Lais Laudari
Community Manager
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | June 2023

Hi Community!🏆Our top 3 contributors from May are:Brazil@marcosmelo @Ezequiel Souza @Lucas Democh Global@genietim🎁 All of you will receive a gift card through DM soon!Congrats guys, you all rock! 👏🏼

412
Ezequiel Souza
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🚦 Tell us how we’re doing!

Hi Community! I have a favor to ask: could you take a moment to leave us a review?  I know your time is valuable but feedback from customers like you helps us serve you better, and your insights can help other businesses decide if Pipefy is right for them.  If you can find a couple of minutes to provide a review just click the "write a review" button in this link. Thank you very much for being a Pipefy customer. And thank you for taking the time to review us! Cheers!  

321
Ezequiel Souza
2 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.

7
leandro-almeida
Pipefy Staff
2 months ago
Bryce-MNAG
Bryce-MNAGRegular Participant
asked in Ask the Community

App - contacts database query

Hi I am new to pipefy so please bear with me...We have started a pipe to manage job cards for our small service business. The start form is completed for every new job with customer and job details. A lot of our customers are repeat customers so we have added a contact database connection to the start form which is successfully allowing us to add an existing or new customer to each form.My problem is once a card has been created, and the card is opened in the app from within any phase, only the customer name displays and the contact card does not open from within the app.This is a problem for our field workers who need to be able to contact customers when completing a job. Is there a way to allow access to the contacts database from within the app? Am I missing something?Thanks in advance. 

4
Bryce-MNAG
2 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in News and Announcements

🤖 Meet Pipefy AI : The next frontier for process automation.

Say hello to the Pipefy AI 👋The next frontier in no-code process management and automation!Step into the future of process management and unlock a new level of efficiency, data-driven decision-making, and remarkable results for your team.Imagine any process, and watch the magic happen as Pipefy AI builds it for you.✨Get valuable insights from your current processes as Pipefy AI digs deep through them to surface the data you need. 🚀 Be among the first to experience the power of Pipefy AI.👉🏼 Sign up now for early access and be the first to experience the future of process management.  

2955
marcosmelo
3 months ago
kd-singh
kd-singhNew Participant
posted in Ask the Community

Need Customization Support

Hi i need to customize my pipefy according to my internal process. Need a support from either pipefy or a feeelancer. Ready to pay.

1
Lais Laudari
Community Manager
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎉🎉Celebrating 3 Years of the Pipefy Community!

On this very special day, we celebrate our third anniversary as a vibrant community of learning, collaboration, and growth. Since our inception, we have been driven by the goal of connecting people who are passionate about productivity, automation, and process management. Looking back, we can proudly say that we have succeeded! Over these past three years, we have witnessed inspiring discussions, knowledge sharing, and a network of mutual support that propels us to be better each day. We have built a welcoming environment where everyone is encouraged to learn, teach, and connect. We would like to thank each and every member of the Pipefy Community for making this place special. Your contributions, questions, answers, and innovative ideas shape our path. Every interaction is an opportunity for growth, and together we are building something truly unique. Our success is also a result of incredible work behind the scenes by the Pipefy team. Thank you for creating and maintaining a platform

753
rafael.jefte
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | May 2023

Hi Community!🏆Our top 3 contributors from May are:Brazil@marcosmelo @Ezequiel Souza @Lucas Democh Global@genietim🎁 All of you will receive a gift card through DM soon!Congrats guys, you all rock! 👏🏼 Member Group Events Participation MayPoints Marcos Melo Brazil 100 (Interview) 1.845 Ezequiel Souza Brazil -   1.067 Lucas Democh Brazil -   755 Tim Bernhard Global - 1.617 Thanks a lot for caring and always keeping an eye on the Pipefy Community, sharing knowledges and helping each other to solve problems. You rock!👏🏼👀Do you wanna be part of this list next month?Check it out!

995
marcosmelo
3 months ago
ViniBevilacqua
ViniBevilacquaRegular Participant
posted in Ask the Community

Remove Pipefy branding in Email and embeded forms

Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies.  It’s becoming a very expensive tool, since we can’t use all it’s resources. 

2
ViniBevilacqua
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Marcos MeloInterview

Today we are launching a new series of posts interviewing our Superusers, which will happen once a month. We will have a chance to get to know more about the members who are engaged and an inspiration to us, learn more about what they do and like, and how Pipefy helps them in their routine.In this first interview granted by Marcos Melo, Data and Process Manager, and a Community Super User, we got to know a little more about his relationship and experience with Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Marcos Melo, I'm from São Paulo-SP. I have a degree in Computer Networks and a master’s degree in IT Governance. I am always looking for new knowledge and innovation.My subjects of interest are technology, innovation, wellness and health, and travel. My hobbies are reading, running, video editing, and music.I work in Data and Process Management at Cia Tradicional de Comérc

1623
Lais Laudari
Community Manager
3 months ago
cridazab
cridazabNew Participant
asked in Ask the Community

Hay alguna comunidad en español de Pipefy?

Buen día a todos, cordial saludo. Quisiera preguntarles si saben si hay alguna comunidad en español sobre Pipefy en la que pueda ver tutoriales y compartir conocimiento en general.  Muchas gracias.

1
Lais Laudari
Community Manager
4 months ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

API consumption count

Does anyone know how Pipefy's API consumption is counted? They're wanting to sell me an additional consumption package, but the team that wants to sell me doesn't know where I'm consuming. From my counts, I'm making around 2-3K API calls per month. According to the Pipefy team report, we are doing 15 K. They can't explain.

9
marcosmelo
4 months ago
Pipefied
PipefiedRegular Participant
asked in Ask the Community

Card Limit for Starter Plan

I’d like to start using Pipefy with the “Starter” plan. But there are a few details I want to clarify before creating anything. The "Starter" plan shows "Up to 50/month" for cards. Is this referring to the total number of cards I can have or to the number of new cards I can create each month? How can I track my card limit for the month?

3
Pipefied
4 months ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

Deleted Card by mistake

Hi everybody,I deleted, by mistake, a Pipefy Card that hited the final stage. Is ther any way to restore it? Thanks,David

1
Ezequiel Souza
4 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

5
Keto-Faster
4 months ago

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