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725 Topics
megann1092
megann1092New Member
posted in Ask the Community
Quin Ackerman here!!

Hello everyone!!😀 I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

331
marcosmelo
3 months ago
megann1092
megann1092New Member
posted in Ask the Community
Exploring Workflow Automation: Seeking Tips and Best Practices!

Hello everyone!!😀My name is Megan and I am new here and excited to join the Pipefy community and right now I am exploring how to optimize workflow automation in my projects. Any tips or best practices you could share? Looking forward to learning from your experiences!💛 THANK YOU IN ADVANCE!! 😊

701
marcosmelo
3 months ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community
Add button to email template

How to create a button in an email template? I would like to create a more visible CTA (call to action) on emails I send to external requesters. 

3302
T
3 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Community Top Contributors - June 2024 🌟

Hi Community!🏆Our top 3 contributors from June are:Brazil@marcosmelo@Ezequiel Souza@thassia  Global@TMZ🎁 All of you will receive a gift card through DM soon!Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉

672
Ezequiel Souza
3 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Only 2 Weeks Left to Earn Extra Points! 🔥News

We're entering the final two weeks of our challenge, and there's still time for you to rack up more points and climb the leaderboard! 🚀 Here's a reminder of how you can participate and maximize your chances:How to Join: Share the Pipefy 2024 Automation Trends Report on LinkedIn: Post the report link on your LinkedIn profile and use the hashtags #PipefyAutomationReport2024 and #PipefyCommunity. Each share will earn you 150 points! Engage with Your Network: Earn 10 bonus points for every comment and/or impression your posts receive. The more engagement you drive, the higher your points! Keep the Excitement Alive:We'll update the leaderboard weekly to keep the competition fierce and exciting. Check back regularly to see who's leading and strive to climb to the top! 🏆Why Participate?Earn Recognition: Stand out in the community and showcase your engagement.Boost Your Profile: Increase your visibility and influence within the community and beyond. Have Fun: Enjoy the thrill of competitio

743
genietim
3 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Move Card to New Phase - mandated fields

We’re using the Pipefy API to move a card to a “Cancelled” Phase when an external event occurs.The issue we face is that the API bombs out with a runtime error when there are incomplete mandatory fields on the cards current phase. I’m trying to come up with a way to manage this particular situation.One solution, in theory, could be for the API to set the value of a particular field on the Start Form to signal field conditionals (on all phases) to hide all fields. That would work, except there’s an established bug in Pipefy which means that field conditionals are not triggered when a field is updated via the API. They only trigger when a field is updated via the user interface. (A bug I reported more than 12 months ago!).Any suggestions very much appreciatedThanks

1032
mark-theotcentre
3 months ago
dustin-g
dustin-gNew Member
asked in Ask the Community
Slack integration

I see that I can set up an auto message to a channel, but can I send to a specific user? 

1013
Lais Laudari
3 months ago
bhrzk1
bhrzk1New Member
asked in Ask the Community
Get Public URL of Card via Python

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

2505
C
3 months ago
Paulo Ribas
Pipefy Staff
Paulo RibasPipefy Staff
asked in Ask the Community
Backups

How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?

6315
C
3 months ago
henrythomas3311
henrythomas3311New Member
asked in Ask the Community
Integrating software in whatsapp

Hi, i recently came to know about pipefy. Im social media marketer and i mostly use Whatsapp for that. Groups are main source for my content share for cheetah links tiktok whatsapp groups. How do i automate groups by using some type of software or any other thing

1036
henrythomas3311
3 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Avoid Common Pitfalls in Business Process Automation!News

Hi, Community!We have an essential read for all of you. Discover the top eight mistakes to avoid in business process automation in this insightful article. 🔍 Learn how to navigate the challenges of automation, optimize your processes, and ensure a smooth implementation. This article is packed with valuable tips and strategies to help your business succeed in the automation journey. 👉 Check out the full article here: Top Eight Mistakes to Avoid in Business Process Automation Equip yourself with the knowledge to make informed decisions and drive your business forward!

443
Ezequiel Souza
3 months ago
jnihorimbere
jnihorimbereNew Member
asked in Ask the Community
Card activities via API

I know this has been asked before but I’m just wondering if it has been implemented and added to the API. Is there a way to get the activity center, where comments, audit trail, etc are on a card, are they available via the API? i.e. can this info be pushed into another system? 

613
marcosmelo
3 months ago
Filipe Rodrigues
Filipe RodriguesNew Participant
asked in Ask the Community
Card creation date

I would like to suggest a way to add the date the card was created in the email templates and/or even in the card subtitle. This is interesting information to appear in email notifications and to control pipe participants.

735
Rodrigo Farias
Pipefy Staff
3 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Discover the Latest in Process Automation!

Hello, Community!We have a must-read article for you. Pipefy has just released a report on process automation trends and how it can impact business operations. 🔍 In the article, you'll find valuable insights on how automation is transforming the workplace, boosting efficiency, and cutting costs. Don’t miss the chance to stay updated on the latest trends and see how your business can benefit! 👉 Check out the full article here: Pipefy Reports on Process Automation TrendsLet's explore the future of automation together!🚀

472
marcosmelo
3 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Exciting New Challenge: Earn Extra Points and Boost Your Engagement!

Dear Community,We believe in the power of our community, and we need your help to spread the word about some important new insights into process automation. By sharing the 2024 Automation Trends Report with your network, you can help others learn more about how businesses are using automation and what IT leaders expect from the fusion of artificial intelligence with their BPA tools. We’re thrilled to announce a new challenge that offers you the chance to earn extra points and elevate your status on the leaderboard! Here’s how you can participate and make the most out of this opportunity:How to Join:Share the Pipefy 2024 Automation Trends Report on LinkedIn: Post the report link on your LinkedIn profile and use the hashtags ##PipefyAutomationReport2024 and #PipefyCommunity. Each share will earn you 150 points! Engage with Your Network: Get 10 bonus points for every comment and/or impression your posts receive. The more engagement you drive, the higher your points!Keep the Excitement Ali

944
Lais Laudari
4 months ago
gabriele-ancilotto
gabriele-ancilottoNew Member
posted in Ask the Community
[AUTOMAÇÃO] ATIVIDADE INCOMUN DE EMAIL

Olá, estou com uma grande dificuldade de fazer a automação de emails funcionar, eu crio a automação corretamente mas ela não funciona pois consta que minha conta está com uma atividade de email incomun, não consegui acesso ao suporte do pipefy, alguém sabe como posso resolver isso?

511
marcosmelo
4 months ago
mark-theotcentre
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. 

1673
C
4 months ago
T
TMZNew Member
asked in Ask the Community
Change Phases via Email only

Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone?  For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.

20328
thassia
4 months ago
Felipe Cordeiro
Felipe CordeiroNew Member
asked in Ask the Community
How to return the card to a previous phase and appear as pending in tasks and requests

Hello! All good?Today in my process we only use the “Tasks and Requests” option and we need to move the card numerous times between processing and pending information when information is missing, but when the Card returns from missing information to processing, in the “Tasks and Requests” are considered completed and not pending. How can I solve it so that when a card returns to a phase it is in “pending” and not “completed” in “Tasks and Requests”?

10110
marcosmelo
4 months ago
T
TMZNew Member
asked in Ask the Community
Run A Formula - Sum

Hi Guys, how do I do additions of multiple currency fields, tried formula below & its not working 

23327
marcosmelo
4 months ago
Lais Laudari
Lais Laudari
published in News and Announcements
Community Top Contributors - May 2024 🌟

Hi Community!🏆Our top 3 contributors from November are:Brazil@marcosmelo@Ezequiel Souza@thassia  Global@mark-theotcentre🎁 All of you will receive a gift card through DM soon!Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉

534
Lais Laudari
4 months ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Pipefy Interfaces - Embed refused to connect

We are trying to embed a page from our public website link into a Pipefy Interfaces page using the Embed feature. Pipefy reports error "{www.webaddress...} refused to connect”Any ideas how to get this to work?

1003
mark-theotcentre
4 months ago
Priscila Rodrigues
Pipefy Staff
Priscila RodriguesProduct Manager
posted in Ask the Community
Lançamento - Um novo portal de solicitações está disponível!

Temos o prazer de anunciar o novo Portal de Solicitações, o catálogo central de serviços para seus solicitantes!Se você já usava o portal para divulgar seus serviços, vai gostar ainda mais do Novo Portal. Desenvolvido para transformar a maneira como sua empresa gerencia solicitações, nosso portal é uma solução integrada e personalizada para diferentes áreas entregarem uma experiência de autoatendimento segura e intuitiva para funcionários, clientes, fornecedores e mais.  Abaixo estão as principais funcionalidades do Novo Portal:Personalize com a identidade visual da sua empresa: personalize o nome do seu portal, banners, imagens, vídeos, cores de texto, e muito mais; Mais fácil de construir com elementos arrastáveis, tornando a construção do portal mais simples e intuitiva; Destaque formulários frequentes e crie páginas específicas (sub-portais) para agrupar conteúdo por departamento ou assunto; Acesso rápido a links de ajuda e documentos relevantes diretamente no portal; Outros usuári

801
marcosmelo
4 months ago
Milos
MilosNew Member
asked in Ask the Community
Reports shows wrong filter options

Hello,by working on Reports i found an issue related to filter options.For an example, lte’s say there are 2 Reports: “Active” and “Done”.The tested case is:Open the report “Active” - it has the filter option “Created at: current month” - it shows items properly Then, open the report “Done with filter options “Current phase is: Done” and “Finished at: current month” - it shows cards in Done phase for this months and it is ok Opening again the report “Active” will show the filter option “Current phase is: Done”, remembered (or cached) from the report “Done” and it is wrongThe following pictures illustrate this issue: 1.  2. 3. I already tried to clear cache in different browsers, but the problem still exist.Tell me, please, is there are already solution for this issue or could it be resolved soon? Thank you very muchVladan, HORISEN 

905
Lais Laudari
4 months ago
gcastro03
gcastro03New Member
asked in Ask the Community
É possível adicionar 2 etiquetas em um mesmo card?

Bom dia! Gostaria de adicionar mais de uma etiqueta em um mesmo card. Vocês sabem se é possível? Tentei e não deu certo. 

504
marcosmelo
4 months ago

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