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754 Topics
fernanda.cunha
Community Manager
fernanda.cunhaEducation Team
published in News and Announcements
[NEW] Pipefy AI Course

[NEW] Pipefy AI Course ✨  Hello, Community! 👋Have you ever wondered how Artificial Intelligence can transform your daily processes?We have some amazing news: we’ve launched the first AI Course at Pipefy!This course is designed to boost your productivity and revolutionize your professional journey. We’re not just talking about automation — we’re talking about how you can lead the future of business with AI.📚 What will you learn?AI Fundamentals: Discover how AI is transforming businesses globally. Getting Started: Create powerful prompts and analyze your processes intelligently. AI Copilot: Utilize Pipefy Builder and Pipefy Analytics to enhance your workflows. AI Automation: Explore practical automation cases for HR, Finance, and Customer Support. Security and Privacy: Best practices to protect your data in the AI era.🎯 Why should you participate?Competitive Edge: Those who master AI today will lead tomorrow. Immediate Application: What you learn can be applied right away to transform

390
fernanda.cunha
Community Manager
2 months ago
mark-theotcentre
mark-theotcentreNew Participant
posted in Ask the Community
Calendar App - hiding cards which have reached End of Process Phase(s)

The Calendar App has tremendous potential for helping focus and prioritise time-sensitive cards, based on their due date, in a busy pipe.However, because the Calendar App shows Cards which have already been completed (ie are in an End of Process Phase) then this means it’s unusable because the calendar is cluttered with Cards showing as due when in fact they’re irrelevant. You end up switching back to Kanban view to work out what needs doing!Great shame.

421
Ezequiel Souza
2 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Generating PDFs - best practice for dealing with limitations

There are a number of limitations with PDF Generation and I wonder whether anyone can suggest how they handle particular situations.Let me explain.We’re using the PDF Generator as a means of providing data sets to external parties such as Customers. The two significant issues we’re dealing with are;Connect Field data are not available to PDFs Conditional logic cant be used on PDFs to show/hide certain dataWhat practices have pipefy people adopted to get around these shortcomings?Thanks

15711
Lucas Democh
2 months ago
A
Anonymous
published in News and Announcements
Drive operators efficiency with AI Automation

 👉🏽 Check out the post in Portuguese here.--Automate away: simply describe what you need and Pipefy AI will help you eliminate up to 40% of manual, repetitive, or high-volume tasks - yes, that is an actual result. With AI automation, admins and developers help teams get rid of low-value tasks, avoid errors and increase efficiency. Aside from executing tasks, Pipefy AI is also able to recognize images, extract data and interpret information.  AI Automation use cases include:New hire document verification Legal document summarization Invoice matching and payment approval | 🎥 Check out the video Supplier evaluation | 🎥 Check out the video ✨ Pipefy AI uses proprietary data, LLMs, and your team’s expertise to deliver actionable, domain-specific solutions. 👉🏼 Start using AI Automation and eliminate up to 40% of manual work! 💬 Already using AI Automation? Let us know how you’ve been using the feature or leave your questions about it in the comments below. 

1193
J
2 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Deleting Database Records & re-assigning connected cards

It isn’t possible to ‘retire’ a Pipefy DB record.We need to delete several records and reassign their connected Pipefy Cards to an alternative record.Is there an easy way to do this?Thanks

551
rachel-antonini
Pipefy Staff
3 months ago
jarethdf
jarethdfNew Member
asked in Ask the Community
The Best Ways to Automate Pipefy Workflow Approvals

Hello everyone,I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??How can I configure notifications to ensure timely responses from approvers without causing notification fatigue?Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval-msbi-vs-power-biprocesses-in-pipefy-4074if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!Thank you...😊

561
marcosmelo
3 months ago
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Dúvida em permissões do pipe

Boa tarde.Temos vários pipe’s onde há responsáveis por algumas fases.Porém esses necessitam também visualizar todo o fluxo do pipe, porém colocando os mesmos como membro do pipe, acaba habilitando a opção de movimentarem os card’s para outras fases, o que na verdade tem que ser feito só pelo responsável pela fase.Existe alguma forma de que os membros possam então visualizar todo o pipe, porém não conseguir movimentar o que não estiver em sua fase?

596
Lucas Democh
3 months ago
pedroeternalss
pedroeternalssNew Member
asked in Ask the Community
Alterar URL do Form Pipefy

Alguém sabe dizer se podemos alterar a URL de um formulário público para que receba um valor via queryParams ?Esse servico_id vem de um sistema feito com Angular.Ex.: https://app.pipefy.com/public/form/qwertyui?servico_id=123456

1036
L
3 months ago
rvitoriano
rvitorianoNew Member
asked in Ask the Community
Multilplos calculos em apenas uma automação

Abri esse tópico, mas, achei a solução e não soube como apaga-lo. Desconsiderem.

602
Ezequiel Souza
3 months ago
fernanda.cunha
Community Manager
fernanda.cunhaEducation Team
published in News and Announcements
Improved Admin Access for InterfacesNews

💡 Improved Admin Access for Interfaces! 💡 We're introducing a small but significant improvement to our interface management, specifically to enhance governance and simplify permissions for organization admins and super admins. This update allows these users to join as interface admins quickly, facilitating interface management and improving overall user experience.What's New?:📊 Join as Admin: Organization (super) admins can now join any interface as an Interface admin directly from the interface view. This new capability simplifies permission management, making it easier for admins to oversee and manage interfaces across the organization. 👥 Visibility and Access Control (partially): Organization (super) admins can see all interfaces within the organization, even they are not currently part of. Also, non-admin users will only see interfaces they are part of or public/internal, ensuring privacy and security for restricted interfaces. 🤝 Join Button: Organization (super) admins will s

552
Ezequiel Souza
3 months ago
cruzrfl
cruzrflNew Member
asked in Ask the Community
Time tracker em tarefas

Oi, pessoal! Tudo bem?Recentemente comecei a trabalhar com um outro time de designers que utilizam ferramenta RunRunIt e gostei muito da função de "dar play" ao iniciar uma tarefa que eles tem na plataforma. Isso ajuda muito a controlar quanto tempo realmente é gasto em uma tarefa. Eu procurei aqui no Pipefy e não encontrei nada do tipo (somente uma função que mostra quanto tempo cada card ficou em determinada etapa), então minha dúvida é se essa função realmente existe ou se há possibilidade de integrar com alguma ferramenta que faça isso dentro do próprio Pipefy para não termos que ficar indo de ferramenta para ferramenta.Grato!

552
marcosmelo
3 months ago
marcosmelo
marcosmeloPipefy Legend
asked in Ask the Community
gerente de comunidade

Ficamos sem gerente de comunidade novamente?

502
marcosmelo
3 months ago
leonardo-h-marinheiro
leonardo-h-marinheiroNew Member
asked in Ask the Community
Start Form - Editar - Limpar Seleção

Boa tarde pessoal,Quando edito um Formulário Inicial (start form) que possui campos com seleção de grupo e subgrupo, não é possível "Limpar a Seleção" ou "Excluir" o subgrupo antigo.Ele adiciona o novo subgrupo que eu editei para o novo grupo e mantém o subgrupo do grupo antigo.Exemplo:O Equipamento era uma AUTOCLAVE ANALÓGICA; Editei e alterei para RAIOS-X; Logo abaixo ele adiciona o "subgrupo Tipo" de RAIOS-X; Porém, não "apaga/limpa/exclui" o "subgrupo Tipo" que estava antes: AUTOCLAVE ANALÓGICA; Ele também não permite deixar "em branco", pois é um item obrigatório → mesmo que não fosse obrigatório, ele não exclui, pois já testei. Fica confuso para os atendentes de SAC e o próprio cliente.Alguém já passou por isso?Tem alguma alternativa? Obrigado!Abs.

11113
leonardo-h-marinheiro
3 months ago
T
Terri HemphillNew Member
asked in Ask the Community
Language issues with connections

I see this was a problem previously but I am experiencing this with my first connection. When you select create a card the field options are in Portugese. Both my pipes are in English. Any suggestions? 

926
Rodrigo Farias
Pipefy Staff
3 months ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community
Clone Cards on the same Pipe

Is there any way to clone / duplicate a specific card via graphql?

10426
Lucas Democh
3 months ago
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Open more field options for PDF creation

It is important to release more options to include in the card's PDF template.For example, fields such as checkbox and card ID are essential for assembling the document.

594
L
3 months ago
A
Anonymous
published in News and Announcements
🎧 Check Out the Latest Podcast from Pipefy’s CEO: Optimizing IT with Automation and AI!Podcast

🌟Attention IT professionals! If you're in IT and love podcasts, catch Pipefy founder & CEO Alessio Alionço on the Digital Transformation Podcast.In this new episode, Alessio shares his perspective on the fusion of AI with process automation technology. His insights include:How to get the most value from AI. Strategies for ensuring success with AI tools. Why AI is a game changer for process management and automation.Alessio details how Accenture — a global professional services company — has built a true IT-business team partnership. Today, IT teams are incentivized to identify and solve business problems while also imagining new possibilities to improve customer experiences and business outcomes. Alessio also draws on his own experience to provide a framework for cultivating the lean mindset and an incremental approach to optimizing processes in order to drive growth. ▶ Curious to learn more? Tune in now, and explore the insights.Pipefy’s AI features are already transforming how y

913
L
3 months ago
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
Card conectado contornar campo obrigatório

Tenho um pipe pai onde apenas internos com licença solicitam os campos são obrigatorios. Tenho um outro pipe que criei para externos com alguns campos diferentes e esse deve abrir um card no primeiro pipe.Porém, o pipe pai tem campos diferentes obrigatórios que não vão ser preenchidos pelo pipe filho e ai a automação não funciona… Tentei tirar a obrigatoriedade pra criar a automação mas quando voltei deu ruim.  Eu acho que vou ter que criar mais um pipe filho para internos e ai ambos alimentam o pipe pai onde tiro a obrigatoriedade maaaas para evitar de ter 3 pipes venho aqui pra ver se tem outra opção 😬

431
Ezequiel Souza
3 months ago
megann1092
megann1092New Member
asked in Ask the Community
Need Help with Setting Up Automation Between Pipes

Hi everyone,😍I’m fairly new to Pipefy and am trying to set up an automation between two pipes, but I’m running into some trouble. I want to automatically move a card from one pipe to another when a specific condition is met, but I’m not sure how to set this up correctly.I also check this: How to start a trigger X days before a start dateqlik I’ve looked through the tutorials and tried a few things, but the card isn’t moving as expected. Is there a step-by-step guide or any best practices that could help me get this working? Any advice would be greatly appreciated!Thanks in advance!

701
luiz.mendes
3 months ago
G
GeorgeHenry34765New Member
posted in Ask the Community
Facing Issue integation of MyCapCutAPKs with Pipefy Mobile Apps

How can I resolve integration issues between MyCapCutAPKs and Pipefy Mobile Apps? What are the common issues when integrating MyCapCutAPKs with Pipefy Mobile Apps, and how can they be resolved? Are there specific compatibility concerns or settings adjustments needed to ensure smooth operation between these two platforms?This website has traffic that I want to move to the Pipefy mobile app, but there is no option to integrate with this mobile app. Please help me to solve this issue

430
G
3 months ago
H
Henry4uNew Member
asked in Ask the Community
Best Practices for Automating Multi-Step Approval Processes in Pipefy?

Hi everyone,I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy?I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks.Looking forward to your insights!

501
Lucas Democh
3 months ago
renan_marcelo
renan_marceloNew Member
asked in Ask the Community
Dúvida sobre Possibilidade de Divisão em Massa de Card Pai

Olá, espero que estejam bem. Tenho um pipe, em que quando chega um card na fase final, o objetivo é criar um card filho, com base nesse card pai, em um pipe destino. Porém, existe uma certa conexão nesse card pai, que se houver diversos registros vinculados, eu tenho que criar a mesma quantidade de cards filho no pipe destino. Por exemplo: Se neste card pai houver 10 registros na conexão, eu tenho que criar 10 cards filhos no pipe destino. Sendo assim, gostaria de saber se sabem de alguma solução (automação) para agilizar esse processo, de forma que fique menos manual. No aguardo, obrigado.

909
Lucas Democh
3 months ago
A
Anonymous
published in News and Announcements
Satisfy customers, employees & vendors with AI Agents

 👉🏽 Check out the post in Portuguese here.--Exceed expectations for service delivery with AI Agents. Free your team from continually answering the same questions and enhance requesters’ experiences with customizable service chatbots available 24/7. AI Agents answer common questions, centralize information, and help users submit and track their requests, all in conversational UI. Agents also act as a knowledge base for policies and processes. Some of the use cases include:Answering questions about PTO, benefits and other internal policies Providing status updates for requests such as purchase orders Helping employees submit expense reports AI Agents:⚙️ Are easy to setup: Follow our step-by-step guide and upload your policies.📈 Cut costs while increasing productivity: Spend less time answering frequent questions and let FTEs focus on what matters.🚀 Boost customer experiences: Deliver instant, accurate answers, and help initiate requests, track progress and get assistance.  See it in

983
K
4 months ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community
Pipe connection field options are in Portuguese

I’m using a Pipe Connection Field for the first time in one of my Start Forms and I’ve noticed something odd. In the public form, the cards listed in the dropdown have the date and phase listed in Portuguese rather than English.  As far as I know, all my settings are set to English, but maybe I missed one somewhere? For clarification, this is how I’ve configured the field: 

1565
H
4 months ago
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
App crash (Android or iOS)

We noticed that when the user creates a card via the application (Android or iOS), in the my requests area of ​​the application and also in the web tool, it does not appear for monitoring.Now the cards opened by the web tool are listed normally.

511
Leonardo Lucena
Pipefy Staff
4 months ago

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