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Lais Laudari
Lais Laudari
published in News and Announcements
Community Top Contributors - March 2024

Hi Community!After our brief pause to recalibrate and re-evaluate our strategies, we are excited to resume our monthly Superuser ranking. This program plays a crucial role in our community, encouraging active participation, knowledge sharing and building meaningful relationships among you!🏆Our top 3 contributors from March are:Brazil@marcosmelo@Ezequiel Souza@Lucas Democh 🎁 All of you will receive a gift card through DM soon!Missing our Global members here! Let’s  elevate your experience within our Community!💡 If you missed the news about SU Program, check it out: https://community.pipefy.com/news%2Dand%2Dannouncements%2D49/a%2Dfresh%2Dlook%2Dand%2Dsuper%2Duser%2Dprogram%2Dresumes%2Dtoday%2D3633?tid=3633 👉🏻What are you waiting for to join the ranking?See you next month!😉

972
Ezequiel Souza
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements
Start using data to make better decisions w/ Pipefy Dashboards 📊News

Hello, doer!We know how important it is for you to measure your process performance and report it visually. So we’re glad to announce that, beginning today, you can test the beta version of Dashboards, our new reporting functionality, for free! With Dashboards, you will be able to: choose what data you want to pull and combine it to create custom reports - all of that in a no-code, easy-to-use interface simplify complex data and translate it into different types of charts like line, area, bar, pie, table, calendar, and number deeply understand performance, eliminate bottlenecks and get actionable insights to optimize your operation  Click here to learn how to enable the beta version of Dashboards! Here are some metrics you will be able to keep track of and report: HR:  Time to hire Hiring budget spent Open positions x Filled positions Employee performance Average time of each phase/step  Finance:  Berry ratio Accounts received on time Compliance rate PO cycle time S

93516
natalia-manffre
Pipefy Staff
felipe-ignacio-arenas
felipe-ignacio-arenasNew Member
asked in Ask the Community
Attach docs to email

Hi Everyone!I was wondering if it’s possible to attach a document uploaded on one of my cards in my pipe as an email template?I know that you can use the Dynamic Field to get the link to the document, but what I really need is the document attached to the email, not the link to the file.I don’t know much about integrations, so maybe there’s something in that area that could help me. Thank you all!

2878
Lais Laudari
willy
willyNew Participant
asked in Ask the Community
member limitation access

Hi, Is there a way to give Member only able to create new pipe and database, can view and access all public pipes but cant see other pipes or either Company guest buy can access pipes but cant see other pipes

1044
marcosmelo
M
minhle1803New Member
asked in Ask the Community
Show Dynamic field in the card

Hi team,As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly.However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you! 

1358
marcosmelo
Marce Huerta
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!

923
marcosmelo
Lais Laudari
Lais Laudari
published in News and Announcements
A Fresh Look and Super User Program Resumes Today!News

Hello Community! We're thrilled to kick off this week with some exciting updates that are sure to elevate your experience within our community. Without further ado, let's dive into the details! 💎Fresh Look for the Main Page: Get ready to be greeted by a sleek and revamped main page! We've worked hard to enhance the user interface, making it more intuitive. Navigate effortlessly as you explore the wealth of resources our community has to offer. As I'm sure you've noticed! ⭐Super User Program Relaunch: Great news for our Superusers - the Super User Program is back in action starting today! We've revamped the program to offer even more benefits. Here's a glimpse of what's new: New Points Table: Earn points for your contributions and unlock exciting rewards. The more you engage, the more you earn! Trade Points for Experiences: In addition to prizes, Superusers can now trade their earned points for exclusive experiences with our team. Get ready for one-of-a-kind interactions and insights

2047
marcosmelo
G
gabriel-dianaNew Member
asked in Ask the Community
Automation moving parent card twice

I have an automation that moves the parent card to DONE whenever the child card (in another pipe) is moved to DONE. This is the automation (as simple as it gets)   But for some reason and somehow, whenever the child card is moved to DONE, the parent card is moved TWICE do DONE (how is that even possible? no idea) It’s not a big deal, but I have another automation that sends a Slack notification when the parent card is moved to done, and this makes this automation send the message twice - which is quite annoying What could be causing this? I don’t know what I am doing wrong! 

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G
Marieli Cecília
Marieli CecíliaNew Member
asked in Ask the Community
AGENDAMENTO DE ENTREGA

Boa tarde, Como faço para agendar a entrega do pedido 4900013210 - Cientificalab?

1222
Lais Laudari
Lais Laudari
Lais Laudari
published in News and Announcements
SAVE THE DATE - Incredible news in the Pipefy Community! 🚀

Hello Pipefy Community! It is with great enthusiasm that we share a date that will mark the beginning of a journey full of innovations and improvements. ✨🚀 March 11thOn this day, prepare to be surprised by new features that will revolutionize the way you use Pipefy. We're working hard to bring an even more intuitive experience full of opportunities to all members of our community. 🛠️🌐 📆 Mark your calendar and invite your colleagues! This is a milestone you won't want to miss. Together, let's take the Pipefy experience to the next level! Stay tuned for more details! The future of our community is coming, and we want you to be part of this evolution. 🌟

1395
Lais Laudari
james-cunningham
james-cunninghamNew Member
asked in Ask the Community
Phase Form - Dynamic Content Image

Hello -I have a question if it is possible to add an image to a dynamic field on my phase form?  I have reviewed a help article that suggests that I can copy/paste my image file into the dynamic field, but that process does not seem to work.  When copying the image, I get an icon that says “PNG File” and does not actually display the image.  It is the same if I use other image type files.For context, my pipe is exposing the inbox phase form to a customer, and I have 9 fields that are pre-populated with data unique to the customer who has just received my phase form link.  We would very much like to include our company logo on the web page when the customer clicks the link (Just like how you can add a logo and background to your start form).  Hoping this is possible, and if not, I am open to suggestions or hearing how others might have addressed such an issue.Thanks!James

3407
Marce Huerta
D
daniel_aroucaNew Member
asked in Ask the Community
Como alterar o e-mail de login nesse fórum?

Prezados, tudo bem? Gostaria de alterar meu e-mail de acesso á comunidade, como faço isso?

1553
Lais Laudari
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community
“Synchronize card's field with this fixed field” setting

 Hi Pipefy Communtiy,Can someone please explain what the “synchronize card's field with this fixed field” setting does. I’m confused about what this means. I have a phase field that is being automatically updated and I can’t figure out why, none of the automations are changing that field. Could this setting be why? 

1593
Ezequiel Souza
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community
Pipefy Outages

Hi Pipefy,Does Pipefy notify users of outages, or keep track of outages in general. Do you log them somewhere for users to see? Just curious

463
jorden-monroe
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community
How can I get a upgrade to use Pipefy

Hi, I'm currently using Pipefy in the professional plan and I would love to move to the business or enterprise plan. How can I upgrade my plan? 

2743
Lais Laudari
Lais Laudari
Lais Laudari
published in News and Announcements
Update about emailsNews

All the emails are back to normal and no longer being flagged as spam since yesterday at 14h (BRT).😃👉🏼If you are still experiencing problems please contact our support team via chat.⚠ Unfortunately, emails that were sent on Sunday need to be resent manually as they will not be reprocessed. We appreciate your patience and remain available for any questions!

472
marcosmelo
jason147
jason147New Member
asked in Ask the Community
Pipefy emails going to spam

I have seen a few topics over a a couple of years about Pipefy emails going to spam or being auto blocked and the team always say “We will chat to technical support”. Why is this still a thing, years later

2225
Lais Laudari
Lais Laudari
Lais Laudari
published in News and Announcements
[Solved] We have been facing with some emails ending up in SPAMNews

We would like to inform you about a recent issue we encountered regarding email delivery and the actions taken to resolve it.⚠ Over the weekend, our third-party email delivery tool was blocked due to unexpected activities. To minimize the impacts, we have adjusted all security settings, and the restoration process may take up to 72 hours or more.➡ As a result, some customers may continue to receive our emails in the spam folder during this process.This issue has affected email delivery, both manually and through automation.👉🏻We kindly ask you to check your spam folders and mark our emails as “not spam.”We are taking every possible measure to address this situation, awaiting the release of our official account, and tirelessly seeking support from the third-party tool.🙏🏼 We apologize for any inconvenience this may cause and are confident that the situation will be normalized shortly. We appreciate your continued patience and remain available for any questions or additional assistance

960
Lais Laudari
Lais Laudari
Lais Laudari
published in News and Announcements
How to duplicate reports✨News

The Education Team  has just launched brand new content on how to duplicate reports. This lesson has already been added to our Hacks & Tricks courses at Pipefy Academy. Feel free to reach out to us with any questions or feedback!

922
marcosmelo
genietim
genietimPipefy Legend
asked in Ask the Community
How can I change the default Phone prefix/number/flag?

How can I change this flag:to have another default?

6129
Lais Laudari
chrgilles
chrgilles
asked in Ask the Community
Strange card field in kanban view...

Hi all,I cannot explain me why, on certain cards a connected field appears (kanban view) but not on others…Those fields appears suddenly without any capability to change or move it...When i’m opening the card, field appears on the top of the card, with no capability to delete or move it.Does anybody know what could be the reason of the placement of this field here ?In fact i want to understand how it has been created to reproduce this field on other cards...Thanks a lot

1346
Leandro Almeida
Pipefy Staff
carl-bulls
carl-bullsNew Member
asked in Ask the Community
Ability to Show Two Dates on Calendar View

Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks

1748
carl-bulls
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community
Moving child card

Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can´t find it on Pipefy

2606
C
N
Ninu22New Member
asked in Ask the Community
Unable to login email

Hello everyone, a few days ago I upgraded my iPhone 7 now I’ve iPhone 13. But I’m facing to login emails on my iPhone 13, When I put password it give incorrect error. Can anyone help me how to resolve this issue? 

652
Lais Laudari
christian-delvalle-sekufin
christian-delvalle-sekufinNew Member
asked in Ask the Community
Importer to Database error

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

781
marcosmelo

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