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Dear Pipefy Team,We have observed that some fields of few tickets have not been captured - updated. Although it came as a surprise to us and wondered if the user has not filled in or selected through a database, it was mentioned in the ‘Activities’. About few days back, we were not sure and so updated many tickets manually (actually it was a re-work; double the efforts), but now we have seen that ‘somehow’ or for ‘some-reasons’ such data capturing is missed in the tickets. On that Friday, 24th March 2023, we had actually re-filled / updated such 200+ tickets.Rather than such general statement, we will like to bring those instances before you, so that you / your team can help us identify issues and handle it, avoiding duplication of work and unnecessary time-cost. Kindly check for the following tickets in the “3 CHC” pipe of our companyTicket number 590813515, created on 19th October 2022 10:25:37 (Indian Standard Time IST). In here, an engineer was assigned in the ‘Engineer Assigned’ p
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
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!
We are excited to introduce your new process-building assistant!🤖Just describe to Pipefy AI your process information and your needs, and Pipefy AI handles it all.✨.No coding or prior AI experience needed. Try it now! Start by reading the complete guide to Pipefy AI (Builder)👉🏼https://help.pipefy.com/en/articles/8506952-how-to-use-pipefy-s-artificial-intelligence-to-create-the-perfect-processes-for-you
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?
🎙 Meet a Superuser - Diego MirandaInterview
This is our last interview of 2023 so don’t miss out on the chance to meet this Superuser! The series will return next year, so stay tuned! This month we’ll learn about Diego Miranda, Senior Logistics and Warehouse Analyst at One Subsea and Pipefy Community Superuser. He shared a little bit about his experience and results with Pipefy. > Tell us a little about yourself. Where are you from? What subjects interest you? And your hobbies? What is your position and what company do you work for?I’m a Senior Logistics and Warehouse Analyst at One Subsea. My name is Diego Miranda, and I’m from Guarulhos-SP but recently moved to Curitiba-PR to take on new career challenges. I’m 32 years old and I’ve worked with logistics for over 12 years, mainly within Customer Success in multinational businesses such as Pepsico and Mondelez. I transitioned careers to the Oil and Gas Industry within Logistics and Warehouse at Aker Solutions, which recently underwent a transition. It’s now part of One Subsea
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 everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio
Heres the answer after i couldnt refresh dashboard in powerbi service of microsft For custom connectors to work with the on-premises data gateway, they need to implement a “TestConnection” section in the custom connector’s code. This section isn't required when you use custom connectors with Power BI Desktop. For this reason, you can have a connector that works with Power BI Desktop, but not with the gateway. For more information on how to implement a TestConnection section, see this documentation.
Hello Doers! Pipefy gets better when it meets your needs. So we want to hear you! It may be through interviews, product testing sessions or usability tests. Since you're part of the community we would like to invite you to join our research group and help us create a product that helps you to become even more productive. Note that for longer research sessions participants will be rewarded for the time and availability. Join now and help us make Pipefy better while getting a glimpse of what’s coming! Feel free to share this invitation with your colleagues.
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. 🚀
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
Hello everyone! hope you are well! We are very happy to announce that we released our Integrations area inside Pipefy.Right now every ORGANIZATION Admins will be able to see the “integrations” at the left side bar.Our goal is to help our customers to ask for integrations. The next step will be to add our integration builder inside Pipefy.Check our article: https://help.pipefy.com/en/articles/4294894-integrationsThank you ! Any questions, please let me know#staysafe
We have great news! Our workflow automation platform just got better!The beta trial has now concluded and the new Pipefy 2.0 UI is permanent. This new version helps ‘doers’ around the globe drive digital transformation by optimizing efficiency, improving the stakeholder experience, and empowering Pipefy clients to make data-driven business decisions. Streamlined, automated, and centralized operations - New email templatesEasily Customized, automated, and set-up. Pipefy's new email feature is game-changing! - IntegrationsIntegrate your pipes with other tools in your tech stack to centralize your workflows in a single place.Engage with employees, vendors, and customers on or off the platform Request Tracker Enable requesters to track their cards' status even if they don't have a Pipefy account. Mobile App Track and monitor your operations anywhere, anytimeExpanded measurement capabilities and visibility Dashboards Choose the data you want to pull and how you’d like to chart it, for a c
Did you know we host demo days to showcase areas of our product in a non-intrusive environment. If you know someone that could benefit from our process automation software and might be interested in taking a look under the hood, demo day is perfect.Just have them tell us you sent them here and you'll get a $20 gift card in return.It's that easy! Register Now!
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