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🤔Customers usually ask us “how can I use automation to update my field with an empty value?” This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). 👉🏼 If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. 😉 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process).This field will always be empty and it will be the one to be used in my automation.  2. In order to confuse process users,

When setting up a new email template, some settings need to be checked. If not, there may be a problem with diverging timezones. My template is at different times, now what?😧First you should access the template and check the current settings. The path taken is this: Pipe Settings > Email > Under Email Templates, select "My Templates" > Select the template you are going to make the change.After that we will check the template settings: Language Settings > Time Zone. ⚠ By default, all templates come in the default time zone GMT 00:00. And if you want to change it, you need to change each template. 👉🏼These settings can only be performed by a pipe member who has admin or super admin access.

About RooftopRooftop is a proptech company founded in 2020 that connects property owners seeking investors to real estate businesses looking to expand their portfolio. The company has two business divisions. InCasa facilitates rent-to-own sales that transform debtors into investors. The program allows property owners to sell and continue to live on the property as leased tenants with the potential to repurchase. Rooftop also offers stock in properties below market value, promoting the sale and regulation of properties with the potential to increase in value. Those properties then become assets for investors and real estate funds.The need: swift implementation and easy-to-set automationRooftop aimed to create an end-to-end automated operation without an ERP. In the first two months of operation, the company tried a workflow platform, but realized it didn't provide the required agility and scalability they needed to build structured, seamless processes in a short amount of time.The solut

Hello everyone! How are you doing today? It’s Nico from the Customer Support team again to teach you another Pipefy tip.  Did you ever have a pipe that you wanted to “archive”? Maybe your process in that pipe is over or you put a temporariy stop on it and you really just wanted to prevent people from creating cards on this pipe.  Well, I have a solution for you.  You can use mandatory/required statement fields to do so.  When creating a statement field from inside the edition of the start form there is the option to make the field required.  The logic is, since you are making required a field that allows no action to it, it can’t process. One way to use it is either delete or hide all of your form fields using field conditionals (if you are in the business plan or up), so you don’t lose your data and leave just the statement field in evidence explaining to your coworkers they can no more use this pipe, for example.  You can use this feature in your pipes as well as in your databases!Al

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

We’re always looking for improvement opportunities, and lately, we’ve been focusing on deliveries that will help doers achieve more with less.Here are our top 5 small deliveries that can make a big impact on your daily efficiency: You can now select/unselect all items at once on a checklist. Enjoy this new capability with any form or phase with this type of field! Now, you can filter expired and overdue cards and add them as columns to your reports: “expired at” shows the date the card became expired, and “overdue” shows YES/NO to inform if the card is overdue. You can quickly update the phase description directly in the kanban view and make it more intuitive for those using the pipe for the first time. Avoid duplicated cards by setting up fields with a unique value. It works for both pipes and databases. Improve how remote employees exchange information with the company using Pipefy’s mobile version. The app is available for both Android and iOS.   Do you have more Pipefy tricks t

Building a process doesn’t need to be a tall order. All you need is the right tools - and our team knows that!  Meet Douglas! He will walk you through the channels that can help you in your Pipefy journey, such as training courses, tutorials, articles and more: Subtitles in English!  Learn at your pace, and make the most of our platform—the sky is the limit!

Have you already got lost  in your organization home page having trouble finding the process you want to access? Or just got annoyed that the home page is not organized enough?    Well, Pipefy can be organized following the logical rules of priority below:   1- My Pipes: processes that you are part of will always appear on the top part of your screen. “Other Pipes” will appear below on a separate section.    2- Favorite Pipes: categorized with a yellow star in the top left corner will always be shown at first.   3- Processes can be organized by adding numbers  in front of its name: Example:   4- Last but not least, Pipefy will be organized following an alphabetical order.    I hope that was useful :)

Hi Community!Whether you're new to Pipefy or already an expert, there are 5 essential things you need to know to maximize your experience.✨That's why we created a Getting Started guide based on customer feedback and our own research. Inside the guide, you'll find: Curated content from experts Tips for structuring your workflow and collaborating with others. Ways to customize Pipefy to your needs. And more learning channels for you to explore.  We're here to help you get the most out of your time, so let's dive in and explore! 🙌

Here we list some possible errors and solutions that may occur when using Importer App to import data into the pipe or database: 📍What to do if an import crashes?Only Pipefy's support team can reactivate or cancel your import, in which case you'll need to contact the team via the chat within the platform. Just inform that the import is stuck, and if you need it to continue or be cancelled, along with the pipe URL and if possible, when to inform when the import was started.Now, if your import has a red number before the“/”, your import did not work and anautomatic email has already been sent to inform you of this. 📍What to do in cases of an import that did not work?Here's a step by step in the e-mail sent automatically (always with this initial text from the image below), attached, a .csv file is available - containing the information that could not be imported.When accessing the file, in the last column it is possible to see exactly the field that caused this error / failure in its i