Discussions

Join the Pipefy community

632 Topics

Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Cutest Pets Picture ContestNews

Do you believe your pet has that certain “star quality”? This month's contest is for you! I mean… it is for your pet!  We want to invite you to share with the Pipefy Community: If you could bring any of your pets to the office which one would you bring?  Post  a cool picture showing your dog, cat, parrot, goat, chinchilla, bird, horse, hamster, you name it, we’ve got it -  and tell us why you had chosen him/her.    The three most voted (and fluffy) pet’s photo will receive a surprise gift!  🗓️ You can post your picture until August 28th! The result will be announced on August 31st. Start your engines, community members and may the best pet win! 🐕🐹🦎🐦🐇

151452
Juliana Spinardi
Pipefy Staff
3 years ago
chrgilles
chrgilles
asked in Ask the Community

Form image size

Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping

43
Leonardo Lucena
Pipefy Staff
5 months ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Can I integrate Pipefy and PowerBi?

Hi, I would love to send data from Pipefy to PowerBi and have interactive dashboards to keep track of my processes SLAs. Does any one here ever done that? 

25
jorden-monroe
8 months ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Office Picture Contest ​​Contest

Hi Doers, working from home can be super nice. But I miss commuting to the office every day, taking a break and meeting my colleagues for a cup of coffee, in-person meetings, having lunch with customers, decorating my workstation and playing with the office pets.       Do you feel the same? Yes?     If so, I invite you to share with the community a cool picture of what you miss the most about going to the office!         The picture with more likes will win a cool swag from Pipefy!   You can post your picture until July 24th! The result will be announced on July 31st     Let the games begin! 

89522
Nicole Chiroli
Pipefy Staff
3 years ago
Raphael Costa
Pipefy Staff
Raphael CostaProduct Manager
published in News and Announcements

New improved email messaging 📩News

Hello, doer! We from the Product Team have been working hard to improve your email messaging experience. Starting in September 21st, you will be able to: Customize the entire email, from the subject to the signature, with dynamic fields that pull information from your cards (like card ID, URL, title, email, username) Use the automation triggers you already know and love - like card created, card moved, updated field, recurring activity - to send automatic emails based on templates Create and edit email templates both in the email builder or directly in the automation page Send email templates manually form your cards and make whatever changes you want For more information, please check out this full article describing what chances for you.  This will help you not only to save tons of time but will also make your communication with customers, employees and vendors more personalized and assertive.  IMPORTANT ⚠️: But this is a major change that can affect automation jobs and current

61818
julialiuti
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Most Inspirational Women

Over the past years, women's rights and roles in society have been changing for the better. With social media, we were exposed to a huge number of histories from inspirational women all over the world! Awe-inspiring and unique women who contribute with their full potential to different causes, made contributions to future generations, and lead their communities towards success. We know that the only way to make our society a better place is to guarantee that every woman can use her voice, make her own decisions, and engage in any opportunities she wants to.  This month’s contest wants to celebrate the inspiring women that we are honored to have in our organization. ✏️ Tell us a history about someone you have WORKED with and how she inspired you to be a better professional. This month, the important thing is to share great stories about amazing women!  Ladies, get ready for a dose of inspiration!  The three most voted stories will win a special swag for who posted and, of course, for th

46717
amanda_malaquias
3 years ago
sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Portals

Why do some pipes in a portal open in the same window and others open in a new window?

16
marcosmelo
4 months ago
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

76816
natalia-manffre
Pipefy Staff
15 days ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Healthy Habits Picture ContestNews

This month's contest wants to celebrate the Brazilian initiative Yellow September! 🟡Creating a healthy routine is essential for our bodies and also for our minds. Because of that, we want to know what are your health habits your company incentivizes!   What do you do at work time that makes your routine healthier?  Share with the Pipefy Community at least one habit that contributes to calm you down and help you be more productive. Do not forget to add a nice picture and explain why this practice is vital for you! For example, yoga sessions with colleagues, running before work, to-do lists, journaling, and smalls pause to relax. 🧘‍♀️🏃‍♂️📝 The three most voted healthy tips will win a special swag to help you to keep your healthy lifestyle. You can post your picture until September 29th! The results will be announced on September 30th.  Let’s build a healthy work-life balance together!  🟡Yellow September is a Brazilian campaign to raise awareness about the problem of suicide in the c

51216
Marina Afonso
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

July Contest Winners Announcement 🏆News

We are pleased to announce the winners of the first Pipefy Community Contest! The winners will receive a super cool Pipefy T-shirt!  The message on the T-shirt: “I am a problem solver”  Thanks to everyone who participated in  this contest.  Stay tuned for our next contest in August! You can’t miss it!  Shall we go to the results?!   The third best office picture was …     @Ricardo Palhares  (14 votes)! Congratulations, Ricardo!   The second best office picture was …     @Eduardo Kano  (17 votes). Congratulations, Eduardo!   🥇 And the first place goes to            @Edmar Machado !!!!! The best office picture with 19 votes!!!  Congratulations, Edmar! Isn’t she lovely?    FYI:  

47615
Juliana Spinardi
Pipefy Staff
3 years ago
atendimento-biancabalassiano
atendimento-biancabalassianoParticipating Frequently
asked in Ask the Community

Help! My pipes have disappeared

It’s been a week since I last logged in and today my pipes have all disappeard. I have a free account - can anyone help me with that?Thank you Bianca

15
Lais Laudari
Community Manager
5 months 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
7 months ago
jaco6
jaco6Participating Frequently
asked in Ask the Community

UiPath connector file is not valid nupkg

Hi @Lucas Pimenta  I'm having an issue installing your UIPath x Pipefy cpnnector. I keep getting the message "The file is not a valid nupkg file"I'm adding it in uipath studio community 2020.6.0 Can you assist please? ThanksJaco

14
jaco6
3 years ago
wesbalbino
wesbalbinoRegular Participant
asked in Ask the Community

Mutation - Bad Request - .NET Core

Hi everyone! How is it going?I’m wondering if anyone could help with a problem that I have been facing.I’m trying to create a card on one of my pipes using .NET but I keep getting BadRequest every time. But the strange thing is that I’m using the same query on a REST client and it works every time. Could someone please help me with this?  var jsonString = "{ \"query\": \"mutation{createCard(input:{pipe_id:302295485 title:\"title\" fields_attributes:[{field_id:\"texto_form\", field_value:\"valor_form\"}]}){ card{id title}}}}";   

13
wesbalbino
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Contest Winners Announcement 🏆News

It was so great to see what you do during work time that helps you become healthier. When we create healthy habits, we make our days more organized and don't struggle with simple tasks. Nowadays, mental and physical health are not only important but essential.  The top winners of this contest will win a personalized mug!   And our champions are: 🥁🥁🥁🥁🥁🥁🥁 @ivan.novofoco @Eduardo Kano @Sarah Lane @Ricardo Palhares @rebeca.venancio   Thank you for sharing your habits with the community! It’s been awesome getting to know you better!  See you in the next contest! 

18912
Juliana Spinardi
Pipefy Staff
3 years ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community

HTML markup for hyperlink in public form

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

12
Sarah Lane
2 years ago
karmendes
karmendesRegular Participant
asked in Ask the Community

How to get all cards from phase?

How to get all cards from phase? And if the phase has more 50 cards, what i have to do?

11
marcos.pedrosa
Pipefy Staff
1 year ago
silvio.angelo
silvio.angeloParticipating Frequently
asked in Ask the Community

Apps Creation Pipefy Help Page is Missing

Where is the Pipefy App developer Page? I´m trying to access this link e open this community.https://developers.pipefy.com/docs/build-your-first-pipefy-app Someone can send me how can i access this page?

11
silvio.angelo
3 years ago
genietim
genietimPipefy Legend
asked in Ask the Community

How do I use an API-Uploaded File as an E-Mail Attachment using the API?

Hi doers!This will be a rather lengthy explanation of my problem, whose TLDR is: Uploading Files via API leads to URLs containing a “org/”, which seems to make it impossible to set them as attachment sources using the GraphQL API. Here the full explanation: I am trying to send E-Mails using Pipefy GraphQL API. In general, I do not have any problems with this. I can send E-Mails even with attachments. BUT: only if the attachments were uploaded manually. I am not able to do the attachment when using files uploaded via GraphQL API. Step 1: Upload (works)The upload works as described on this page:First, I request the URL to upload to:mutation { createPresignedUrl(input: { organizationId: 123, fileName: "MyDocument.pdf" }){ clientMutationId url }}Then, I do the upload:curl --request PUT--url 'https://pipefy-production.s3-sa-east-1.amazonaws.com/orgs/ce63-a26b-412f-9d27-3a5776e16e/uploads/45da74d3-0e92-4e1c-a04e-2acc97169a3/SampleFile.pdf?...Signature=fa76e8bf28f88d8ceec1df8219912e10

11
tobiasbaco
2 years ago
Keto-Faster
Keto-FasterNew Member
asked in Ask the Community

GraphQL: Creating New Card via ConnectionField Update

I’ve got a bit stuck with this one in GraphQL.Background:I want to update a card which has a required connectionField (you need to create a new card, not link to an existing one). This ConnectionField is to a Pipe, where the start form has some required fields.GraphQL:I’ve been looking at using updateFieldsValues to achieve this, but don’t find how to:Update the conneciton field - which is equal to adding a new card via this connection field Filling in the required fields in this new card (so that it successfully is created)Appreciate any pointers or direction on this. If I haven’t made it clear enough please let me know, and I’ll improve the explanation.

11
genietim
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

🏆 Help us to win the Workato Automate Challenge! 🏆

 Hi Community! We need your help and engagement  Pipefy is participating in the Workato Automate Challenge. Workato is challenging all Automate 2021 Conference attendees to build and submit their own value-adding automation using the Workato platform.Pipefy was shortlisted as one of the best 10 integrations. Let's help us win the competition by voting for Pipefy until May 19th VOTE HERE   Thank you!!  Watch our entry video 

16311
thaiannelourenco
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Ask the Community

New feature to Turn-off Required field of form to do changes in the Automation

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation??  This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

10
guillermo-siller
1 year ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

PDF Template

Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template. 

10
jhonmaccuine
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

🔧 Pipefy Forms | Learn all about the new forms area inside PipefyNews

Forms are the first intake of a process inside Pipefy and represent whatever you wish, such as a reimbursement request, a marketing request or a job application.   They can be restricted to the team with Pipefy accounts or shared externally through public forms, which you can customize and embed on the company website. This way, people who do not have an account, such as customers, suppliers and candidates, can access forms and send their intakes. Inside the Template Gallery, the Forms category gathers templates of the most common use cases. Here, you can choose a form to start customizing it as you wish.  The template has pre-filled fields that you can edit as you wish; just select a field on the left and drag and drop in the form to add a new one. According to your needs, choose fields such as date, attachments, assignees, emails, telephone and much more.  After setting up the form fields, it's time to set the sharing options. Click on the sharing options button to set up the public

22210
thaiannelourenco
2 years ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community

Move a card automatically when a date arrives

Hi there,I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded.Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached.I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase. If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts. I don’t think using the SLA setting will work as a trigger for this automation I have in mind. Is there another type of alert I could configure or something else I could try?Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today?Please let me know if you thin

10
amanda_malaquias
3 years ago

Community Experts Leaderboard

Terms & ConditionsCookie settings