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When we use automations to fill fields, the automation always overwrite the existing data. The sugestion I got is to allow us to just append the new data via automation.
Do someone know a workaround to update label of a card based on the phase of a connected card.I tried many things but in “Automate”, you cannot update a field based on a connected card status/phase/field value.Any idea ?
How do I have a public form with fields different from the initial "internal" form? For example:I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.
Hi Team, Is there a way to setup an automation to forward an email received in Pipefy shared email box?There are triggers available that can detect when new email is received and there is an action to Send an email. But what we are looking for is can the received email be forwarded to a pre-designated email automatically?
Hi there. I’m working on a process for our SDLC. I would like to set up a flow where the user can indicate that they did or did not have a meeting in our process. If they did, I want to set a field that documents the outcome of the meeting to required. If they did not, I want to set a field that asks them to explain why they skipped the meeting to required. This pseudo code captures what I’m trying to do. I could see tons of uses for this type of functionality. IF <had meeting = YES> THEN <who was in meeting -- REQUIRED> <why no meeting -- OPTIONAL>ELSE <who was in meeting -- OPTIONAL> <why no meeting -- REQUIRED>END IF
Hi all ! I’m using Zapier connector to create cards in a pipe.But when doing this, fields are filled by the connector and not throught the database start form, so no data are send in the database :/So i’m asking me how it was possible to avoid that and create database entries using data added by the connector.Thanks a lot
Hey, Community Members! How are you? We believe in constant improvement and for achieving that, Pipefy is always open to hearing our customers' feedback. We want to know more about your experience with Pipefy University. It only takes a few minutes to answer the survey! It will help a lot :) Click here to help Pipefy improve even more your experience. Thanks for your time! Form in Portuguese is available here.
Hello everyone. How can i filter phases by name? I don't know either. Here's what I'm trying:{ allCards(pipeId: 123, filter: {field: "current_phase", operator: equal, value: "456"}) { edges { node { id title current_phase { id } } } }}But it says: Something went wrong :-(Any help would be much appreciated.
Hello everyone! Bom dia! I’ve been using Pipefy for a year now. It’s been amazing to see the tool grow and improve, continuing to get better and better. I’ve learned a lot over the last year and I bet you all have too in the time you’ve been using Pipefy. My question for you is: what’s something you’ve learned to do in Pipefy (a feature or trick) that you didn’t know when you first started using the tool? Something awesome that others might not be aware of. I’ll go first: I recently learned that you can sort the cards in any phase by clicking on the … of that phase in the Kanban view and choosing “Sort phase’s cards”. It’s very helpful! What are your favourite features that others might have missed?Sarah
Hello Team,How can we sort a dropdown alphabetically which is connected to a database?
I use the android app. When I take a photo through the app, it doesn't attach
Hello Team, I am trying to get a record by searching through the custom fields I have added. I get table records using default “title” field as below. But I have added custom field for e.g. SourceID and need to get table record using that field, how can I do that?query { table_records(search: {title : "Test"}, table_id: "<TABLE ID>") { edges { cursor node { id title url } } pageInfo { endCursor hasNextPage hasPreviousPage startCursor } }}
Hi ,Since December 2021, we've been experiencing problems with our public forms. The ERR timed out error message is one issue. Second, the site has been blocked by one of the Internet Service Providers (Optus Australia). I've included a screenshot of their email.Have other companies had any issues like this?Thanks
Hello all,So I’m getting an error message when I try to create a table record on a certain database I’m using the same Generator I use for various other integrations but both through the normal API and and the GraphiQL tool it gives me: { "data": { "createTableRecord": null }, "errors": [ { "message": "The types ID and Statement do not accept values.", "locations": [ { "line": 17, "column": 11 } ], "path": [ "createTableRecord" ], "code": 30000, "type": "PipefyRuntimeError" } ]} The graphQL message I’m sending is this:mutation{ createTableRecord( input: { table_id: {DB_ID}, title: "Sync", due_date: "2020-08-26T00:00-03:00", fields_attributes: [ {field_id:"nome_da_vaga", field_value: "Negócio Cafaz" }, {field_id: "gestor", field_value: "Tiago Andrade" }, {
Hey Community! I’m Luiz from the Customer Marketing Team. Today, I want to share this super cool Case Study with you! Coplacana is brazilian agricultural cooperative. The companystarted a digital transformation process focused on automation routines and connecting flows that were being carried out manually and communicating with other processes. They are using Pipefy for: New member registration, Credit Risk and Limit Analysis, Service Desk, IT Projects and Demand Management, Auditing and Internal Controllership, Capital Expenditure (CAPEX), Organizational Human Development, and many more. Do yopu want to know more how they achieved 157% ROI, more than 700 hours saved with Pipefy? Download the full Coplacana Case Study below! English and Portuguese Version available. If you have more questions, let me know!
I have a number of automations being executed when a card is created, would to customize the order of these being executed. Is this possible?
Hi all !Does anyone knows, how it is possible to remove a late alert to a card ? I’ve deleted SLA alert in the phase but without effect.Maybe the alert will desapears when card will leave the phase.. yes / no ?Thanks a lot
Hi all !Is there a way to embedd/load a specific font in email templates (Montserrat font) ?cannot see that feature in Pipefy 😑Thanks a lot
Hi all, I’m trying to change default email society settings.I’m having two email adresses.I’ve setteled the second one as default email adresse but when automation send an email the sending email adress wich appears is the first one… Is it normal ?Thanks a lot
The “Static content” field provided a way to *conditionally* prevent a card from being moved by setting it to “required” and showing/hiding it using conditionals. How can this be achieved with the “dynamic content” field?
In E-Mail-Templates, there is the field I can use, {{sender.email}} (and {{sender.name}} etc.). Its value makes absolute sense when sending an E-Mail manually.When having an E-Mail sent by an automation, it is empty though.What I would like this variable to have a value of, e.g.:Company E-Mail Card’s E-Mail The E-Mail of the User to triggered the automation (e.g. by move) AssigneeJust anything, really, but it seems the current answer is “nothing”. Can I set a default somewhere?
Hello community, I need to post a comment using Execute a GraphQL Query using Integromat, could anyone help me? Thanks a lot!
Hi all,I’m learning Pipefy and it seems that the following yellow (date) field was mandatory for automation running...My automation is working fine but If that field is removed, automation doesn’t works anymore, so i’m asking about “usefulness” of that field because it is never updated whereas due date is welle updated…I don’t understand…Any ideas ?Thanks
My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?
Hi allI get an issue when try to open a form added to a portal, with a message related to an embedded page. When clicking on the bottom link i’m landing on a 404 page… What could be wrong ?Thanks for helping
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