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Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

Hello,I really need to download a lot of cards attachments to create an offline backup.I have tried creating a report of the cards and using it with wget to download the files. But after downloading a couple of files (something between 4-7) i get an 401 error.So i tried using GraphQL API to get the attachments links but i get the same error after downloading some files.Is there a way to mass download the cards attachments? Or download everything that i have in a Pipe?Thanks!!  

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification 

 Hi! I’m trying to recover one specific info from a POST that i’ve done.import requestsimport jsonurl = "https://api.pipefy.com/graphql"payload = {"query": "mutation {exportPipeReport(input: { pipeId:\"XXXXX\", pipeReportId: \"XXXXX\"}) {pipeReportExport {id}}}"}headers = { "Authorization": "Bearer XXXX", "Content-Type": "application/json"}response = requests.request("POST", url, json=payload, headers=headers)data = json.loads(response.text)Id_relatorio = data['data']print(Id_relatorio)I’m using python 3, but i can only recover the entire data: { "data": { "exportPipeReport": { "pipeReportExport": { "id": "302968765" } } }} Do you have any idea how to manipulate the returning JSON, with python, in order to print only the “ID” info? Thanks!

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team?  For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

Background:I have an automation that gets Assignees from an Assignee field and add them to a different Assignee FieldProblem: When there is more than one assignee in the first field, it seems to break and does nothing It doesn’t seem to be able to handle the Assignee array / only single assigneesExample Use Case:Using assignee fields like this with automations can help to centralize permissions in one place by team or other grouping (e.g. the “TEAM Members” database) You can then allocate those assignments to cards in any other pipe.

Hi,I am evaluating Pipefy because I have a complex IT services business.I have seen how Pipefy can cover most of my use cases.This use case is different: I would like to implement a checklist based knowledge base.I explain: people can have a portal where they can search for a card.Each card solves an IT problem (“disk full problem”) and it has a description text of the problem, one or more links to external documentation and a checklist.Cards can be combined: “finished space problem” can have “inside” the cards “disk full” and “email full”Basically a standard knowledge base has these problems:checklists are better than a long document to read checklists can be assigned to IT staff as a work to doHave you some ideas on how I can implement this thing with Pipefy?Thanks,Mario

Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.

Will Pipefy implement italian translation?What can I do to help?Thanks,Mario

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks.   What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses.   Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project sp

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

How can we filter the Pipefy Database when connected to a field on start form?

Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field values was on the road map is it still? Edit2: also found this roadmap item where group of filters is in progress for reports, but this seams mostly unrelated to filtering cards on field values. No other item on filtering cards unfortunately. 

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form. Any thoughts on how to do this?

I have already submitted this theme a few times, but I would like to know more about the action of incorporating the dynamic content field function in the PDF generator, eliminating the gaps of field types such as Database, ID, among others.

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

When I go to share > customize > Allow request tracking I am able to set the toggle to on and the message “settings saved successfully” comes up, but when I exit and go back to the same settings it shows the toggle to be off. 

I'm having a problem executing the query "card(id: "2jw9V38Y") { title }". I'm getting the id of the card through the instance "window.PipefyApp.init().card()", this in the front-end, but this id doesn't seem valid for graphiql operations. If I copy the id contained in the browser's url (id only with numbers), the query returns the data correctly.

My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.

I would like to know how can I get Assignee ID from a card using pipefy API?

I am just new in pipefy and I am trying to build a process for Determining Winners from a competition. Is there a way to ingrate a ‘Search Function’ within a form? If a contestant won, I want to have a ‘search function’ so we can just search the name from the database and mark that contestant as winner. Please help.

this system doesnt have an internal viewer for a simple uploaded PDF.. every time u click on an uploaded PDF it downloads the PDF to your computer this is causing a massive overload of copies non stop for me. fix it please. like today

Hi, I was trying to resize the column of my contacts database so i’m able to see all info at once, but any change, in any column makes the screen blank, then when i refresh the page, all columns are back to their original size.I’ve attached a video of the problem