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Hey there everyone,I am getting stuck on certain issues and this is really slowing me down. Is there anyone willing to offer virtual in person support. I would like to give a brief of my issues and see if they can be solved. I am happy to pay for such a service. (I searched on ‘fiver’ but there are no listings for Pipefy.
Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah
Hi there. I’m working on a process for our SDLC. I would like to set up a flow where the user can indicate that they did or did not have a meeting in our process. If they did, I want to set a field that documents the outcome of the meeting to required. If they did not, I want to set a field that asks them to explain why they skipped the meeting to required. This pseudo code captures what I’m trying to do. I could see tons of uses for this type of functionality. IF <had meeting = YES> THEN <who was in meeting -- REQUIRED> <why no meeting -- OPTIONAL>ELSE <who was in meeting -- OPTIONAL> <why no meeting -- REQUIRED>END IF
Bom dia pessoal, Preciso criar a seguinte condição numa automação: Gatilho: Quando o campo Z for atualizado.Condição: se um campo x for igual a um campo Y. Ação: atualizar um campo. Não estou conseguindo fazer essa automação porque preciso criar uma condição de igualdade entre dois campos presentes no pipefy. Não pode ser um valor fixo. Alguém tem alguma ideia de como posso contornar isso?
Our product is always getting better…So you need to stay tuned to all the new features and updates launched this year!💡We want to introduce you to Refresh, Pipefy Academy’s Refresher Course!⏰In just 30 minutes, Refresh will help you:👉🏼 Stay updated on all Pipefy new features and updates;👉🏼 Use all you learned to create more impact on your team;👉🏼 Receive recognition and Pipefy’s official certification. This will validate your experience!🎓 Training Course in English🎓 Treinamento em Português Feedbacks are welcome!
Hello: I’d like to ask about using the “Date” Field Type.In two locations on my pipe, the User is requested to provide a Date by selecting (clicking on) a date in a displayed calendar.My question is: Can it be configured so that when a date has been selected, the calendar will clear from the current view?At the moment, in both of the Date fields on my Pipe, the User needs to click somewhere other than the calendar to clear the calendar from the current view, and continue on with the form.In the example attached, today’s date (03OCT2023) has been selected, but the October calendar is still dormant. Thanks! Andrew
I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?
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