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556 Topics

Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

Pipe Header EnhancementsNews

⭐What's New?Previously, the Pipe header had so many options that it was difficult to scan and find what you were looking for, especially for new users. One of our main features, the Editor, had little visibility and got lost among the abundance of information.👉🏼Now, the Pipe Header has been completely redesigned for improved usability while adhering to design system best practices and patterns.❓Why this Change?Our commitment is to ensure a seamless and intuitive user experience. These improvements were driven by valuable feedback, data insights, and our dedication to making your platform navigation effortless.💡Tip: Keep an eye out for the enhanced Pipe Header components when you want to streamline your workflow! You can access them by opening your pipe.

122
Ezequiel Souza
1 day ago
Pipefied
PipefiedRegular Participant
asked in Ask the Community

How to get account unlocked?

Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?

8
Ezequiel Souza
5 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

[Interfaces] Connected record title on fields visibilityNews

Quick release about a minor update we did on Interfaces!Our biggest complaint so far was the inability to see the title of connected records in a closed table. Now, if you add a connected field on a closed table, you’ll be able to see the titles of these connections. 💡For more visibility on other fields on the connections, you can add them to the record detail and enable users only to see or edit the information of these connections.

92
marcosmelo
8 days ago
ly1
ly1Regular Participant
asked in Ask the Community

API creates card with wrong title

I am trying to create a new card through the API, but it creates a new card with a wrong title. Example request I sent through postman. As you can see, the created card has the title “Value 2”, which is one of the field attributes and not the desired title “New cardee” 

4
genietim
10 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
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!👏🏼  

202
Ezequiel Souza
15 days ago
beatriz-silva-biome-hub
beatriz-silva-biome-hubParticipating Frequently
asked in Ask the Community

Adicionar etiqueta via API sem apagar etiquetas antigas

Oi! Eu preciso add uma etiqueta via API, porém quando faço isso ela substitui as etiquetas existentes por essa nova.Já fiz o teste desmarcando no campo de etiqueta a opção “Sincronizar campos do card com este campo fixo”. Quando fiz isso, as etiquetas não foram substituídas, no entanto, a nova etiqueta não aparece lá em cima no card fechado… Ou seja, também não resolveu meu problema.Existe alguma forma de fazer isso?

2
beatriz-silva-biome-hub
21 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | August 2023

Hi Community!🏆Our top 3 contributors from July are:Brazil@marcosmelo@rafael.jefte @Ezequiel Souza Global@genietim🎁 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!😉

172
marcosmelo
21 days ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Vicente LemesInterview

This month, get to know Community Superuser Vicente Lemes, Systems Analyst, and part of the strategic management department in CHQ Group's Technology and Innovation division and learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I'm from a little town called Carneirinho, on the edge of the triangle of Minas Gerais, right on the edge of the state.I'm a Systems Analyst in the strategic management department of the CHQ Group, which is the holding company responsible for the Chiquinho Sorvetes brand.Within strategic management, I'm part of the Technology and Innovation division, which is responsible for leading innovative projects and using technology to drive the group's growth.I read and watch a lot of content about bodybuilding, philosophy, science, technology, games, and, of course, automation, which, as well as being part of my job, is a subject I par

303
genietim
23 days ago
lucas-nogueira-virtoseng
lucas-nogueira-virtosengParticipating Frequently
asked in Ask the Community

Create record in databases UNAVAILABLE (!)

Hi, everyone.The option to “Create record” in “databases” is UNAVAILABLE (!)I need to create lot of record inside the databases today… Help!

14
lucas-nogueira-virtoseng
21 days ago
guilherme-sindcomercioto
guilherme-sindcomerciotoNew Participant
asked in Ask the Community

Gmail by cardbox similar solution

Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello? Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.

4
Ezequiel Souza
1 month ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Pipefy Platform technology basis

Good day, Pipefy community members! I'm wondering, what tech stack is the Pipefy platform based on? Does it have something related to Java or Angular?

3
yairmakhivskyi
1 month ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

ChatGPT and Pipefy

Here I share some ideas for using ChatGPT that can help when building queries and mutations. Mutation for updating cards: Here I think it's cool that it responds to an API limitation and brings a suggestion.I did a test giving the name of the fields and it already brings the custom code.  Query to search for cards: In addition to bringing the code suggestion, it brings clear explanations of which fields need to be changed.  Even with the limitations of updating ChatGPT, I believe it is a good tool to be used on a daily basis by those who work with Pipefy. It can also be used when creating interactions with Make/Integromat, among others. How have you been using ChatGPT together with Pipefy? 

3
marcosmelo
1 month ago
max-filmefilme
max-filmefilmeNew Participant
asked in Ask the Community

How do I ensure in that the supplier will only be able to edit their data and create an access password?

Governance:How do I ensure in the supplier portal that the supplier will only be able to edit their data and create an access password in Pipefy?

3
Ezequiel Souza
1 month ago
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

3
rafael.jefte
1 month ago
james-cunningham
james-cunninghamRegular Participant
asked in Ask the Community

Email Duplication Question

Hello - I have connected a Microsoft email address to Pipefy and have noticed some behavior that I do not understand.For context, I used the “Add With Microsoft” option when adding a custom email address: I selected the option to allow incoming emails to the email account create a card in the connected Pipe.  So, I can send an email to this address and observe that a card is created in my pipe.  The strange behavior manifests when I *reply* using the Pipefy tool.  I open the card, open the email, hit reply (defaulting to send as my newly added email address) and send a test message back to the original sender.  That reply is immediately added to the email thread in Pipefy as expected, so my email tab shows two (2) emails now.  Just a few seconds later, a third email will populate in Pipefy in the card, but it is a duplicate of the sent email I just sent within the tool.  *** EDIT ***Forgot to add a detail that I think matters, but unsure of why it matters.  I also have my own work addr

3
felipealves
Pipefy Staff
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🌟 Community Top Contributors - Super Users | July 2023

Hi Community!🏆Our top 3 contributors from July are:Brazil@marcosmelo @Ezequiel Souza @diego-miranda Global@genietim  🎁 All of you will receive a gift card through DM soon!Congrats 👏🏼

304
Lais Laudari
Community Manager
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎙 Meet a Superuser - Tim BernhardInterview

This month, get to know Community Superuser Tim Bernhard, owner of Bernhard Webstudio, to learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I am Tim Bernhard from Zürich, Switzerland. I am interested in everything computers (but also chemistry), and I like to read, swim, hike, and go indoor climbing. I am a full-time student (computational chemistry) and a part-time entrepreneur with my company Bernhard Webstudio. I offer software consulting services. > How do you use Pipefy in your work routine? My main experience with Pipefy has been setting it up for clients. Their use of Pipefy is quite diverse; everything from financial, HR, and CRM processes to projects or workflows. As I could implement anything they asked for, most of my time with Pipefy is spent writing code that interacts with the Pipefy GraphQL API. That is how I can implement the more c

602
marcosmelo
1 month ago
yairmakhivskyi
yairmakhivskyiRegular Participant
asked in Ask the Community

Integration with Camunda platform/technologies

Nice to meet you, Pipefy community members! I'm looking for a no-code/low-code solution in order to properly develop corporate processes in my company. As I know from the recommendations of our colleagues, the Pipefy platform could be a wise choice for that purpose. My main question: is there any way to pair/integrate the Pipefy tool with other enterprise platforms, namely Camunda? Current use case: we need to integrate Camunda technology in a low-code solution for easier business process building.  Looking forward to your response

6
rafael.jefte
1 month ago
jorden-monroe
jorden-monroeParticipating Frequently
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

I need a way to transfer information from one card in “pipe A” to a new card in “pipe B” using an automation without the parent/child relationship. Can someone help me with this please?

4
Ezequiel Souza
2 months ago
Ace3838
Ace3838New Participant
asked in Ask the Community

Creating Invoices

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?  

1
marcosmelo
2 months ago
Felipe Chao
Felipe ChaoRegular Participant
asked in Ask the Community

Create a Card Text not changing inside pipe connection

Hello,I’m wondering if I’m missing some setting or if it’s actually not working, but I’m having trouble changing the text of my Create a Card button for pipe/database connections. When I open the form individually, the text is correct, but when I’m using a parent form that has a connection to it, the text is back to the default value.The button to create the pipe connection on the parent formPipe connection when expanded, the blue button has the default text.Form when acessed directly 

4
leonardo-lucena-pipefy
Pipefy Staff
2 months ago
james-cunningham
james-cunninghamRegular Participant
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

4
V
2 months ago
Paulo Rodrigues
Paulo RodriguesRegular Participant
asked in Ask the Community

When I reply an e-mail using the Shared Inbox a new card is created

Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received  → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card.  Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!

3
marcosmelo
2 months ago
marina-vital
marina-vitalRegular Participant
asked in Ask the Community

Export list all Pipes

Hi guys!I have superadmin permission and when I make the API call I get back only the IDs of the Pipes I am part of. The others in the organization are not listed.Does anyone know what this could be?  We have tried with another superadmin account and it is inside a Pipe, the return of the ID is also only from this pipe it is part of.Currently we have more than 200. 

3
genietim
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in News and Announcements

🎖 Pipefy Receives ISO 27001, 27018 and 27701 certificationsNews

We are proud to announce that Pipefy received the International Organization for Standardization (ISO/IEC) 27001:2022 certification for its Information Security Management System (ISMS) to securely support global customers using its business process automation platform. In addition, it achieved ISO/IEC 27701-2019 and ISO/IEC 27018-2021 certifications."No-code tools like Pipefy enable teams to easily automate and optimize business processes, and information security is critical to maintaining and protecting the privacy of information between IT and business departments.” - Alessio Alionço, Founder and CEO of Pipefy.Read more about it here > https://www.pipefy.com/press-release/certifications/

444
rafael.jefte
1 month ago

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