- - Knowledge base
Products Updates
Ideas
Events

[NOVO] Curso Pipefy AI

6 days ago

Home
Community overview
Discussions

Discussions

Join the Pipefy community

722 Topics

Newest first

Recently active Most replies Most views

Juliana SpinardiPipefy Staff

published in News and Announcements

🏆 Help us to win the Workato Automate Challenge! 🏆

Hi Community! We need your help and engagement Pipefy is participating in the Workato Automate Challenge. Workato is challenging all Automate 2021 Conference attendees to build and submit their own value-adding automation using the Workato platform.Pipefy was shortlisted as one of the best 10 integrations. Let's help us win the competition by voting for Pipefy until May 19th VOTE HERE Thank you!! Watch our entry video

17011

3 years ago

markjosepholaaRegular Participant

asked in Ask the Community

Cannot download or preview attachment - 400 BAD REQUEST

Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🔧 Pipefy Forms | Learn all about the new forms area inside PipefyNews

Forms are the first intake of a process inside Pipefy and represent whatever you wish, such as a reimbursement request, a marketing request or a job application. They can be restricted to the team with Pipefy accounts or shared externally through public forms, which you can customize and embed on the company website. This way, people who do not have an account, such as customers, suppliers and candidates, can access forms and send their intakes. Inside the Template Gallery, the Forms category gathers templates of the most common use cases. Here, you can choose a form to start customizing it as you wish. The template has pre-filled fields that you can edit as you wish; just select a field on the left and drag and drop in the form to add a new one. According to your needs, choose fields such as date, attachments, assignees, emails, telephone and much more. After setting up the form fields, it's time to set the sharing options. Click on the sharing options button to set up the public

25710

3 years ago

Fernandino TavaresNew Participant

asked in Ask the Community

Python library

Hi Everyone, I'm creating a python library to help create cards, update data, upload attachments, delete cards and everything that you can do at GraphQL. I want to know if someone want to try this lib and/or help to develop ir? Depending on the response, I will create a github project so you can use it and help me.

3 years ago

thaiannelourencoNew Member

asked in Ask the Community

Connection field - Problems with startform view

Hello!Some people in our team have been facing the following dilemma: When clicking on a field that has a connection to another pipe, as soon as the startform is opened, the user cannot see the fields that are higher up, showing only the fields from the middle down. This has caused some discomfort for some people on the team, because when they try to scroll up, they sometimes click on the wrong fields or buttons. In some cases they can't access the search bar to add an existing card either. I would like to know if this kind of situation happens with you or anyone in your team. Can you help us? @rebeca.venancio @vitoria_lanes

3 years ago

thaiannelourencoNew Member

asked in Ask the Community

'Freeze' the card title and current phase name

Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of information.@rebeca.venancio if it works, Tais is gonna be happy

3 years ago

opsG5New Participant

asked in Ask the Community

Pipefy log in

Hi, Every time i enter my credentials in the home screen page, it takes me in but then kicks me out in the same instant… please assist.

3 years ago

genietimPipefy Legend

asked in Ask the Community

How do I use an API-Uploaded File as an E-Mail Attachment using the API?

Hi doers!This will be a rather lengthy explanation of my problem, whose TLDR is: Uploading Files via API leads to URLs containing a “org/”, which seems to make it impossible to set them as attachment sources using the GraphQL API. Here the full explanation: I am trying to send E-Mails using Pipefy GraphQL API. In general, I do not have any problems with this. I can send E-Mails even with attachments. BUT: only if the attachments were uploaded manually. I am not able to do the attachment when using files uploaded via GraphQL API. Step 1: Upload (works)The upload works as described on this page:First, I request the URL to upload to:mutation { createPresignedUrl(input: { organizationId: 123, fileName: "MyDocument.pdf" }){ clientMutationId url }}Then, I do the upload:curl --request PUT--url 'https://pipefy-production.s3-sa-east-1.amazonaws.com/orgs/ce63-a26b-412f-9d27-3a5776e16e/uploads/45da74d3-0e92-4e1c-a04e-2acc97169a3/SampleFile.pdf?...Signature=fa76e8bf28f88d8ceec1df8219912e10

2 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Survey | Help us to improve even more the email feature

Hello, Community! Your impressions drive our way. Evaluate your experience with our platform, speak your mind!This will take about five minutes. ANSWER THE SURVEYThanks a lot!

733

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

[SOLVED] ⚠️ Warning | Issues logging in Pipefy

Dear users, According to the information provided in previous updates, the difficulties in logging into our platform are happening due to instability in the third-party mechanism we use for authenticating user login.This mechanism called Auth0 is used by thousands of online services to validate their user login information and allow users to access them, ensuring the safety of the applications and making sure only users with the right credentials can log in. Due to the fact that this is a third-party vendor, right now we’re currently waiting for further updates on their end about the mitigation of the causes of this incident.The most current update we’ve gotten from Auth0 (https://status.auth0.com/incidents/zvjzyc7912g5) was: “We are doing everything we can to resolve the situation as quickly as possible. We did attempt a database failover to resolve the situation, but it was not successful. We are continuing to dedicate our entire engineering team to a swift resolution. As of right n

1750

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Apps and Integrations | Calendar and SprintNews

Hello, Community members! Now, it’s possible to access the Calendar and Sprint apps inside the view menu in any pipe’s header. To do so, just click on the menu icon, as you see in the image, and choose if you want to view the process in Kanban, List or Calendar and Sprint format.This makes it much easier to change between different visualization modes in your processes. To learn more about native application integrations in Pipefy, click here. 🚀

1130

3 years ago

varnfieldmaritzRegular Participant

asked in Ask the Community

Archiving or hiding of completed cards

HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards

3 years ago

Carlos PieretiRegular Participant

asked in Ask the Community

Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

3 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🗂️ Pipefy enables users to create a copy of a pipe inside a company or across companies

🔔 Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission level, it is possible to clone a pipe in two distinct ways: by accessing the pipe itself or by the main screen inside Pipefy, where you see all of your processes. Outside the pipe, click on the three-dot icon when hovering over the process icon and then select Duplicate this pipe. It’s done, the pipe is cloned directly into the same company. However, inside the pipe, you can clone pipes to other companies you’re already a member of inside Pipefy. The first step is to click on the gear icon located in the upper right corner of the screen to open settings.Inside the Pipe Settings, select the option Clone to... in the left corner. If you are a member of different companies, select from the options the company in which you want to clone your pipe an

1773

3 years ago

genietimPipefy Legend

asked in Ask the Community

What does the "E-Mail delivered" checkmark actually mean?

In the E-Mail section of the card, there is a checkmark next to the date:Does this mean, that the recipient got the E-Mail? Or that they read it? Or just that there was no problem sending the E-Mail?

3 years ago

silvio.angeloParticipating Frequently

asked in Ask the Community

Apps Creation Pipefy Help Page is Missing

Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Change card's color based on conditional, automation or other way

Hi Pipefy Is there a way to change the card color using some rule based on field or automation? Thanks

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Email template with unwanted spaces

Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks

3 years ago

rebeca.venancioNew Participant

asked in Ask the Community

Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

3 years ago

Ezequiel SouzaPipefy Legend

asked in Ask the Community

There is a bug in in the new Pipefy 2.0 regarding to new colour feature to database and pipes

Hi All Recently I decided to use colours to enhance the visual of my Pipes and Database. After I applied the color the Resume Layout became empty and I lost the fields. I had to add again and other bug appeared, the order of attributes don’t be show when you see in the card connected the details; Please advise to Dev team about these 2 bugs.Thanks

3 years ago

ping-chengRegular Participant

asked in Ask the Community

Is there anyway to access Creator as a general attribute in Automation?

In automation, I can get “Crated at” in General Attribute, I wonder if there is any way I can get “Creator” as well? Thanks.-Ping

3 years ago

Eduardo KanoPipefy Legend

asked in Ask the Community

Phase forms customization

Hi everyone! Is it possible to customize the phase form as we do with public forms? Is the message for sending information, for example, not customizable as in public forms?

3 years ago

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

1 year ago

mbhatiaNew Participant

posted in Ask the Community

URL for "How Pipefy Works" needs to be corrected

3 years ago

inaki1Regular Participant

asked in Ask the Community

Why the new screen is so full of information?

3 years ago

Page 20 / 29

Community Experts Leaderboard

Terms & Conditions Cookie settings

Sign Up Now!

Already have an account? Login

Username *

Company's email *

Phone Number

Department *

Are you already a Pipefy user?

(Private)

Only you and moderators can see this information

Yes Not yet

Job Title *

Company *

Company Size *

Country *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Join us in the Pipefy Community! 🚀

No account yet? Create an account

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.