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Welcome to a comprehensive exploration of operational excellence, a term that often becomes ambiguous in the business sphere. How about delving into the intricacies of this vital concept that every company aims to achieve?👉🏼What precisely constitutes operational excellence?👉🏼What strategies can be employed to achieve it?👉🏼And perhaps most crucially, what unfolds once this pinnacle is reached? 💡 Click here to demystify operational excellence with a clear definition, accompanied by real-world examples, read this post on our blog.
Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be helpful, please do share them w
It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created a nice quick workflow for this?
Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day
Why do some pipes in a portal open in the same window and others open in a new window?
My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)
I have a list with all the pipe ids I have to process (as numbers, like the pipe url), but when I send the request via webhook, the pipe_id arrives as some kind of hash.My webhook configuration:mutation {createWebhook(input:{clientMutationId: "1",actions: ["card.create", "card.move"],name: "Integration Name",email: "email@email.com",pipe_id: 302682925url: "https://...",}){ clientMutationId}}And this is what I'm receiving in my API:{ "Data": { "Action": "card.move", "From": { "Id": 123123, "Name": "phase 1" }, "To": { "Id": 321321, "Name": "phase 2" }, "MovedBy": { "Id": 123, "Name": "Usar Name", "Username": "user-name", "Email": "email@email.com", "AvatarUrl": "https://..." }, "Card": { "Id": 123123, "Title": "Test title", "PipeId": "2jz9X0eK" } }}This "PipeId": "2jz9X0eK" needs be the pipe number (302682925).How can I retrieve this information in the correct format?
Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio
🚀 Discover the exciting updates and enhancements we've made in November.Enjoy improved efficiency, innovative features, and an enhanced user experience. Don't waste any time, upgrade now and take your business to the next level with our latest innovation! Share it with your colleagues and keep up to date with Pipefy’s new features!
Hi all,I’m trying to add css rules in an email template and the rules are automaticly removed when template is saved…It seems that only “online” rules are autorized.Is there a way to add other rules (header rules) ?Thanks a lot
Hi Everyone, how can i make a backups of my pipes and data bases?
Hi,I've created different labels and customised them with colours.Do I have the option to edit the ones I've created? I can’t seem to remove or edit labels I’ve created.Thanks
Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?
Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t? It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you
I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?
Saludos.Es posible que el campos del formulario de inicio de un pipe aparezca señalado por defecto.Tengo un formulario de inicio de un pipe el campo del formulario es del tipo checkbox,con 3 opciones, es posible que este campo aparezca con las 3 opciones seleccionadas (autocompletadas) por defecto para que el usuario del form pueda deseleccionarY otro campo es del tipo radio select, con dos opciones, es posible que un campo aparezca con 1 de las 2 opciones seleccionada (autocompletada) por defecto para que el usuario del form pueda deseleccionar.O esto es posible con algún otro tipo de campo?Gracias.
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
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
To get the week off to a good start, I'm bringing you a very hot video with the latest product news for October! Share it with your colleagues and keep up to date with Pipefy’s new features!
Hello !I'm having a problem with saving automations since monday, every time I try to create or change an automation the saving doesn't complete, it keeps loading forever. What´s the problem ? Can anyone help me?Thanks Maria Clara
Hi everyone, i have a question, how can i update a label automaticlly when a card change of phace in de main overview?
Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well. We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance!
Es posible asignar permisos a grupos (no a personas individuales) en los pipes? y en las Bases de datos?Necesito asignar los permisos por grupos por ejemplo al equipo de reclutamiento (6 personas) para que de inicio a un pipe.Gracias su ayuda.
This is our last interview of 2023 so don’t miss out on the chance to meet this Superuser! The series will return next year, so stay tuned! This month we’ll learn about Diego Miranda, Senior Logistics and Warehouse Analyst at One Subsea and Pipefy Community Superuser. He shared a little bit about his experience and results with Pipefy. > Tell us a little about yourself. Where are you from? What subjects interest you? And your hobbies? What is your position and what company do you work for?I’m a Senior Logistics and Warehouse Analyst at One Subsea. My name is Diego Miranda, and I’m from Guarulhos-SP but recently moved to Curitiba-PR to take on new career challenges. I’m 32 years old and I’ve worked with logistics for over 12 years, mainly within Customer Success in multinational businesses such as Pepsico and Mondelez. I transitioned careers to the Oil and Gas Industry within Logistics and Warehouse at Aker Solutions, which recently underwent a transition. It’s now part of One Subsea
Buenos dias, actualmente estoy implementando Pipefy en la empresa para la cual trabajo, para lo cual cree 2 empresas, una principal y una de pruebas, lo que quiero saber es si puedo duplicar los pipes y/o bases de datos entre las empresas. Gracias a todos y quedo atento a su ayuda.
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