Discussions

robert73New Participant

asked in Ask the Community

Email attachments

How do I delete attachments from incoming emails to tickets?

1 year ago

jean.eduardoNew Member

asked in Ask the Community

Automação com condição

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?

2 years ago

chrgilles

asked in Ask the Community

Issue with portal...

Hi allI get an issue when try to open a form added to a portal, with a message related to an embedded page. When clicking on the bottom link i’m landing on a 404 page… What could be wrong ?Thanks for helping

2 years 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

333

5 months ago

Matt RistNew Member

asked in Ask the Community

What happens when you hide public form?

So, we’re backed up right now. Is it possible to just hit my shareable link to my Public Form and take it off public essentially “closing” the request form temporarily? Does it impact any card history?

3 years ago

vince6New Participant

asked in Ask the Community

Form Radio Field - Multiple Selections

Is it possible to make multiple selections using the radio field within a card/form? If this is not possible, what is the easiest way to have multiple selections within a field?Thanks!

2 years ago

Lais Laudari

published in News and Announcements

Share your App Integration Ideas!News

We're thrilled to announce a big update in the Pipefy Community: the Share your App Integration Ideas! section. Now, it's your time to shine and directly influence the future of Pipefy integrations. We want to turn your creativity into reality! Imagine being able to integrate Pipefy with the tools that make your professional life easier. Now you can make it happen by sharing your ideas with us. Together, we can create an even more powerful and personalized experience in Pipefy!🚀 👉🏻Don't miss this opportunity to be part of this co-creation and innovation process! Join us in the Share your App Integration Ideas section and be part of the transformation.We can't wait to see your brilliant ideas!✨

312

1 month ago

ricardo-fornariNew Member

asked in Ask the Community

incomplete list of records in db connection

The database has 13 records, but when I use a connect db field to select a record, it only shows 11 records, and the one I want to select is not there. Anyone faced the same issue?

2 years ago

Lais Laudari

published in News and Announcements

Dasa diving deep into AI 🤖

Last Thursday, we had a fantastic time at Dasa diving deep into how AI is reshaping business operations.Sobhan Daliry, our CPO, teamed up with Hommenig Scrivani, Director of Data and Analytics at Dasa, and Felipe Campos Kitamura, Medical Innovation Director at Dasa, to deliver a presentation on AI's impact in healthcare.We also explored Pipefy Use Cases at Dasa and how our platform can streamline processes across multiple departments.We are thrilled to have the opportunity to collaborate with innovative companies like Dasa and to explore the ever-evolving landscape of technology and innovation.A big thank you to the Dasa team!👏🏼

302

8 months ago

mark-theotcentreNew Participant

asked in Ask the Community

Parallel Flows

RequirementThere are many circumstances where a Card needs to flow into several Phases at the same time so that the card can be worked on by multiple people at the same time for different purposes. There are also circumstances where parallel flows need to operate dynamically based on field conditions (see my separate post here ProblemCurrently Pipefy Flows are linear so a card must exit one Phase before it can be worked on in another. Business Flows/Processes don’t operate like this in reality, linear processes cause delays, sometimes huge delays!SolutionAllow Parallel Flow creation

1 month ago

productoNew Member

asked in Ask the Community

Do I have a limit on card creation in a pipe?

Hello, I currently have a connection set up between Zapier and Pipefy to transfer data from Excel and create new cards in a pipe. However, I'm wondering if there are any limits on the number of cards I can create within a pipe?"

28 days 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

Lais Laudari

published in News and Announcements

🔝 Celebrating Your Ideas Brought to Life

We sincerely thank our dedicated community members for your continued ideas, feedback, and suggestions this year. 2023 brought exciting improvements and new features to Pipefy - many of which originated from requests within our own Community.Your thoughtful product recommendations truly help us shape the future of Pipefy in building an intuitive, flexible, and powerful work management platform.While our entire product team deserves credit for bringing concepts to reality, we couldn't do it without you, our users. We take your feedback seriously and will continue listening to build the best product experience possible. Looking back on an eventful 2023, we want to highlight some of the major Pipefy product upgrades. From enhanced workflows to improved analytics, many of your most-wanted improvements are now a reality. Now let's dive into some of the biggest ways Pipefy leveled up over 2023!⭐One of the most requested functions of all time, receiving the top votes in our Ideas section, ha

291

5 months ago

abhattInspiring

asked in Ask the Community

Automation to forward shared email

Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?

2 years ago

Marce HuertaNew Member

asked in Ask the Community

"Justify text" in PDF

Hello everyone! I have a problem that I need to solve. How do I use the "Justify text" formatting in a PDF. THANK YOU!

2 months 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

michel-maudruNew Participant

posted in Ask the Community

Manage a same form in a phase for multiple sending

Hello, I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel

1 year ago

mark-theotcentreNew Participant

asked in Ask the Community

Interfaces

We’re starting to build and use Pipefy Interfaces. One of our frustrations with “Data” elements is that there doesn’t seem to be a way to allow a user to ‘launch’ a card from the element in it’s Pipe.Example ScenarioA Pipefy Interface Page contains a Data element drawn from a “Customer Enquiry Pipe” and shows all new customer enquiry cards. Ideally, we would want to be able to click on one of those cards to be taken directly to that card in the Customer Enquiry Pipe. This would allow the user either to view the card or to mode the card through the workflow.

3 days ago

processos-mb-peresNew Member

asked in Ask the Community

Opções de checklist

Olá, sabem me dizer se quando crio um formulário e incluo a opção de checklist, tem a possibilidade de inserir uma ordem de prioridade que deve ser determinada por quem vai responder?Exemplo:Classificar as opções de acordo com o que é mais importante para vocêAmbiente leve Boa remuneração Jornada de trabalho flexível

9 hours ago

Lais Laudari

published in News and Announcements

Chicago TechTaste: Insights from IT Leaders on AI, Change Management, and Software Adoption

Chatting with IT leaders is always enlightening! At our recent networking event in Chicago, discussions on AI, change management, and the adoption of new software were among the highlights. The IT leaders present shared a rather optimistic view of how AI will continue to support business efficiency in 2024. We also talked about how ensuring ease of use, proper setup, and managing expectations are crucial steps in preventing a tool from becoming shelfware. Above all, there was a consensus on the need to make sure new tech will seamlessly blend into each unique environment—before even contemplating its place in the tech stack. In this context, software integration emerges as a key player in truly setting the stage for success. 💡How do you align expectations for software within your stack?

282

5 months ago

genietimPipefy Legend

asked in Ask the Community

Is there a way to sort this forum by unanswered questions?

I would like to find questions which I can answer. How can I sort this community forum, the list of all questions, to show which have not yet an answer assigned?

3 years ago

ricardo-fornariNew Member

asked in Ask the Community

Edit email template

looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.

2 years ago

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639 Topics

Synchronize card's field with this fixed field

🆕 Feature Drop: NovemberNews

AGENDAMENTO DE ENTREGA

Email attachments

Automação com condição

Issue with portal...

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

What happens when you hide public form?

Form Radio Field - Multiple Selections

Share your App Integration Ideas!News

incomplete list of records in db connection

Dasa diving deep into AI 🤖

Parallel Flows

Do I have a limit on card creation in a pipe?

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

🔝 Celebrating Your Ideas Brought to Life

Automation to forward shared email

"Justify text" in PDF

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

Manage a same form in a phase for multiple sending

Interfaces

Opções de checklist

Chicago TechTaste: Insights from IT Leaders on AI, Change Management, and Software Adoption

Is there a way to sort this forum by unanswered questions?

Edit email template

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🆕 Feature Drop: NovemberNews

Share your App Integration Ideas!News

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