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About JazzHR JazzHR is a recruiting software company built to help growing businesses find and hire the right talent faster. Its applicant tracking system streamlines the entire candidate-to-employee journey.Since 2009, JazzHR has helped thousands of teams source over 94 million qualified candidates. JazzHR is headquartered in Pittsburgh, Pennsylvania. SpecificationsIndustry: Recruiting software Company Size: 100+ Department: HR Processes: Employee Requests, Recruiting, Onboarding, Offboarding Case overview JazzHR’s mission is to help small and mid-sized businesses across all industries exceed their recruiting goals. JazzHR’s software empowers teams to build custom hiring processes that meet their unique recruiting needs.In late 2019, JazzHR decided it was time to optimize its own internal HR processes. The company’s HR department needed a scalable system that focused on operational process management rather than just data storage. For this, JazzHR partnered with Pipefy to resolve inte
On several databases I’m getting the error “we’re sorry something went wrong.” since Saturday - I’m not sure if this is a longer term or new issue.To replicate the error you:Go to database settings Change the “record title” field to a different field It then gives the error: - It doesn’t change the record title field - It gives red error box on right that says “we’re sorry something went wrong.”I’m going to have to rebuild a database if can’t fix this, so would appreciate any input that could save me doing that.
About Gympass Gympass is a comprehensive corporate wellbeing platform that promotes all forms of physical, mental, and emotional welfare so people can feel their best. Companies in North America, Latin America, and Europe rely on Gympass’s variety, convenience, and flexibility to improve their workers’ health and happiness. Gympass supports all forms of wellbeing with over 50,000 fitness partners, 1,300 on-demand classes, 2,000 hours of meditation, 1,000 healthy recipes, individual weekly therapy sessions, and hundreds of personal trainers.Case overview Gympass uses Pipefy for several internal processes, running its core operations in the platform. As of 2021, they have over 40 active processes. Some of the teams using Pipefy are: Sales, Customer Services, Operations, and Finance. The main workflow managed in the platform is acquiring and charging new clientes. The Sales team starts the process by inserting all new client data into an error-proof form. From there, the Customer Service
Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.
Hello, I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel
Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.
We have a pipe + two databases set up as follows:PIPE → connection field → DATABASE 1 → connection field → DATABASE 2So basically the PIPE is connected to database 2 via database 1 connection (since database 1 has connected field to database 2)Is there a way to access the database 2 fields from the PIPE?When you select the database 1 entry from the pipe, you can scroll to fields in say ‘dynamic content’ in a content field. However, when you click on the database 2 field - it provides you with data from one field (there’s no option to select the field).Hopefully I’m making myself clear.
I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne
[GraphQL] Hello Everyone. I want to take a card ID and get all the standard AND custom data that has relations with it, so i.e: Card ABC has: Assignee Due date Company (that's a custom table I have created and inside this table, there's a custom ID i need to use) Etc... I am having trouble to get these information because I think that it's a simple "Inner Join" solution but after seeing all the reference APIs I couldnt understand the relationship between the tables. Someone ever did something like it and could help? Thanks!
I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer. I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.
How do I delete attachments from incoming emails to tickets?
How BeerOrCoffee’s IT team delivers high-quality processes for 5 departments using Pipefy About BeerOrCoffee BeerOrCoffee is a platform that provides hybrid workspace solutions for companies. Its flagship product, OfficePass is a subscription that allows employees of one company to access office space wherever it is more convenient to them, throughout a large network of shared workspaces. Clients are also able to access meeting room rentals, virtual offices, private rooms, and built-to-suit premises.BeerOrCoffee is considered Latin America’s biggest coworking platform with over 1,100 spaces in over 170 Brazilian cities, as well as in a few other cities around the world. The challenges of a 100% remote organization Founded in 2015, BeerOrCoffee functioned 100% remotely from the moment it was created, becoming a reference and specialist in emerging topics such as remote work and the future of work.However, working remotely has also brought several challenges to the BeerOrCoffee team. T
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}}}}";
I can’t seem to figure out what probably is simple. Would appreciate a few pointers. I have an incoming message with a label. Based on the label, I want to do a lookup in a table what outgoing message fits that label (and then send that outgoing message to the email address of the incoming message).I can’t figure out how to do a lookup in a table in this context.Thanks for your help!
How to change the currency field to Euro or other currencies?
I am getting Error Json payload request error.https://api.reportresults.gia.edu this is my request Json payload'{"query":"{\n getReport(report_number: \"'6425815757'\") {\n report_date\n report_number\n report_type\n results { \n ... on LabGrownDiamondGradingReportResults {\n identification\n shape_and_cutting_style\n measurements\n carat_weight\n color_grade\n color_origin\n color_distribution\n color_distribution_code\n clarity_characteristics\n clarity_grade\n cut_grade\n polish\n symmetry\n fluorescence\n key_to_symbols {\n order \n characteristic \n image \n location\n }\n inscriptions\n proportions{\n depth_pct\n table_pct\n
I want to create an automation that moves a card from one pipe to the next. I’m able to do this as a workaround with an automation that creates a new child card in the desired destination pipe, but I would rather move the card itself than create a new child card. Are there options for this?
Is there a way to change the order of the columns in a database?
I have a situation where we are attaching an item in Card A using a connected pipe from Card B. While I can click on Card A and see the item being listed as Card B, but I can’t expand (Pop-up or Open) Card B. Has anyone seen similar issues? Help appreciated
unblock account
We have a “reimbursable expenses portal (REP)” for our contractors We have a “project pipe (PP)” that contains all information (customer, dates, location, etc) of a given project The “project pipe” has an ID# field In the REP, we want the contractor to input the ID# and then pull all the information, so the user knows that he in inputting data in the correct project
In my company (dedicated to services in Precision Agriculture Area) I have a couple of teams always in the field, doing maintenance/ instalation of our products (sensors, stations, etc.) or doing field work services (flying drones, take soil samples, etc.). Sometimes we see an issue in the field (damaged tube in the irrigation pipe, fallen tree, pest or disease in a plant, etc.) that we would like to open a ticket (a card!) in a pipe, in order to solve the problem. This ticket should have a photo and a GPS location of the issue. In Pipefy, I can do all of this except the GPS location (and the possibility of checking all the issues in a map view). Is there any way of creatiing / adding points in a specific map in google maps (in my account), in order to have the points of the issues (cards) I create in Pipefy in a map view? Or at least to save a GPS point in a new card created? Since Pipefy does not do it itself (it should, a button called GPS point!!!), is there any form of integration
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Currently, on access tracker, only fields from Initial forms are shown. How can I show fields from other phases too on the access tracker?
I’m looking for a way to add more field to the card display on the kanban board. The card currently only display three default field. This is a critical function because the search function on kanban can only search for field that is displayed and not all field in the card. Thanks for help,
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