Discussions

“Synchronize card's field with this fixed field” setting

Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why?

2 months ago

jorden-monroeNew Participant

asked in Ask the Community

Lucas DemochPipefy Legend

posted in Ask the Community

ChatGPT and Pipefy

Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code. Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed. Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy?

3 months ago

jason147Regular Participant

asked in Ask the Community

Pipefy emails going to spam

I have seen a few topics over a a couple of years about Pipefy emails going to spam or being auto blocked and the team always say “We will chat to technical support”. Why is this still a thing, years later

3 months ago

Lais Laudari

published in News and Announcements

[Solved] We have been facing with some emails ending up in SPAMNews

We would like to inform you about a recent issue we encountered regarding email delivery and the actions taken to resolve it.⚠ Over the weekend, our third-party email delivery tool was blocked due to unexpected activities. To minimize the impacts, we have adjusted all security settings, and the restoration process may take up to 72 hours or more.➡ As a result, some customers may continue to receive our emails in the spam folder during this process.This issue has affected email delivery, both manually and through automation.👉🏻We kindly ask you to check your spam folders and mark our emails as “not spam.”We are taking every possible measure to address this situation, awaiting the release of our official account, and tirelessly seeking support from the third-party tool.🙏🏼 We apologize for any inconvenience this may cause and are confident that the situation will be normalized shortly. We appreciate your continued patience and remain available for any questions or additional assistance

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3 months ago

Lais Laudari

published in News and Announcements

How to duplicate reports✨News

The Education Team has just launched brand new content on how to duplicate reports. This lesson has already been added to our Hacks & Tricks courses at Pipefy Academy. Feel free to reach out to us with any questions or feedback!

3 months ago

Lais Laudari

published in News and Announcements

Need help? Talk to a Pipefy specialist during a Q&A session in English, Spanish and Portuguese

We've announced the new timetables for our Open Office Our!Our Open Office Hour is an online event in which we receive, for half an hour, all Pipefy users who need to clear any doubt. We have a process specialist hosting to talk to you and answer your questions! 🤓 Portuguese Session:Tuesday at 10h30 BRT 🤓 English Session:Wednesdays at 10 am PST 🤓 Spanish Session:Thursdays at 11h BRT See you there!

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3 months ago

genietimPipefy Legend

asked in Ask the Community

How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

3 months ago

chrgilles

asked in Ask the Community

Strange card field in kanban view...

Hi all,I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others…Those fields appears suddenly without any capability to change or move it...When i’m opening the card, field appears on the top of the card, with no capability to delete or move it.Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

3 months ago

carl-bullsNew Member

asked in Ask the Community

Ability to Show Two Dates on Calendar View

Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks

3 months ago

johnnymxpRegular Participant

asked in Ask the Community

Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

3 months ago

Ninu22New Participant

asked in Ask the Community

Unable to login email

Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue?

3 months ago

christian-delvalle-sekufinNew Member

asked in Ask the Community

Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

3 months ago

Lais Laudari

published in News and Announcements

🎁 Cheers to an Amazing 2024: How we can level up together

As we enter the new year, we’d love your help inviting new members to join the Pipefy Community!Referring others is a great way to help grow and engage the Community. The more active members we have, the more opportunities there are for networking, sharing insights, and peer learning. We've created the referral program to encourage you to invite colleagues, friends, or peers who might be interested in joining the conversation here. 🎁You'll receive 100 extra points for each newly registered member you refer. When you’ve referred 3 new registered (all of whom are IT professionals) you'll receive an exclusive Pipefy Community gift, in addition to the points! It's a win-win!😎 📅This promotion will run until the end of March 2024.⚠Remember to DM @Lais Laudari when your nominee registers, including the nominee's email address in the message. We count on you to share the Pipefy Community with others who might benefit from and contribute to the discussions here. Let’s continue expanding thi

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4 months ago

leilanny-bvRegular Participant

asked in Ask the Community

Pipefy logo in emails

Hi all. I’ve noticed that when using email templates to people outside my organization, it has the Pipefy logo on the top of the email, fairly large display. Is there any way to remove this or make it smaller and it put below the content?

4 months ago

sistemas-lehitInspiring

asked in Ask the Community

Name´s tags

Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?

4 months ago

sistemas-lehitInspiring

asked in Ask the Community

Create a card in another Phase

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?

4 months ago

Terri HemphillParticipating Frequently

asked in Ask the Community

Time Zone in email templates

I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?

4 months ago

Lais Laudari

published in News and Announcements

🔮The Future is Bright: New Year's Intentions for Pipefy

A new year brings opportunities for new beginnings! This is an occasion to focus on where we want to go, rather than where we've been. It's a occasion to renew our sense of purpose and envision the future we want to build. 2023 was a great year for our Community. We accomplished so much together and saw the community continue to grow and thrive. Here are some of the key highlights from the past year:✨Super User Program Updates✨New Pipefy Community Visual Design✨Celebrating 3 Years of the Pipefy Community!✨Meet a Superuser@marcosmelo, @Lucas Democh, @genietim, @vicente-lemes, @ivan.novofoco e @diego-miranda Thank you to all our members for making the community so awesome!🏆Pipefy Awards 2023:-Pipefy as a representative vendor in the Gartner Market Guide for BPA-Pipefy Announces AWS Marketplace Availability-Pipefy Receives ISO 27001, 27018 and 27701 certifications-Pipefy Celebrates Win as Best Procure-to-Pay Software in the 7th Annual FinTech Breakthrough Awards🔮Looking Ahead to 2024 Re

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4 months ago

Lais Laudari

published in News and Announcements

📑 The Knowledge We've Gained and How We've Grown

Our Community is made up of talented, thoughtful individuals who dedicate time and effort to help one another. We've seen members support each other through difficulties, share expertise, and build meaningful relationships. This Community provides an incredible space to learn, question, connect, and broaden perspectives. The discussions, articles, and interactions that happen here deliver value far beyond a typical online forum. As we reflect on the year, let's explore the key lessons, insights, and growth we've each experienced. These learnings become part of who we are and positively impact how we move forward.📚Popular Articles in 2023:❓Popular Questions in 2023:👉🏼Beyond this, we had more than:> 27.9539 all page views > 167 questions answered by our Superusers> 123 questions answered by Pipefy Staff> 97,01% Questions answered As we reflect on the past year, it's clear that the Pipefy Community has continued to grow and learn together. Through insightful discussions, s

1253

4 months ago

pedro-docclickNew Member

asked in Ask the Community

reverse quote - How to automatically create 1 quote for each item added in the parent pipe

Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.

4 months ago

carl-bullsNew Member

asked in Ask the Community

Permanently Filter a Database

Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.

4 months ago

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631 Topics

Como alterar o e-mail de login nesse fórum?

“Synchronize card's field with this fixed field” setting

Pipefy Outages

How can I get a upgrade to use Pipefy

Update about emailsNews

ChatGPT and Pipefy

Pipefy emails going to spam

[Solved] We have been facing with some emails ending up in SPAMNews

How to duplicate reports✨News

Need help? Talk to a Pipefy specialist during a Q&A session in English, Spanish and Portuguese

How can I change the default Phone prefix/number/flag?

Strange card field in kanban view...

Ability to Show Two Dates on Calendar View

Moving child card

Unable to login email

Importer to Database error

🎁 Cheers to an Amazing 2024: How we can level up together

Pipefy logo in emails

Name´s tags

Create a card in another Phase

Time Zone in email templates

🔮The Future is Bright: New Year's Intentions for Pipefy

📑 The Knowledge We've Gained and How We've Grown

reverse quote - How to automatically create 1 quote for each item added in the parent pipe

Permanently Filter a Database

Community Experts Leaderboard

Discussions

Update about emailsNews

[Solved] We have been facing with some emails ending up in SPAMNews

How to duplicate reports✨News

Community Experts Leaderboard

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