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There are a number of limitations with PDF Generation and I wonder whether anyone can suggest how they handle particular situations.Let me explain.We’re using the PDF Generator as a means of providing data sets to external parties such as Customers. The two significant issues we’re dealing with are;Connect Field data are not available to PDFs Conditional logic cant be used on PDFs to show/hide certain dataWhat practices have pipefy people adopted to get around these shortcomings?Thanks

Hello! All good?Today in my process we only use the “Tasks and Requests” option and we need to move the card numerous times between processing and pending information when information is missing, but when the Card returns from missing information to processing, in the “Tasks and Requests” are considered completed and not pending. How can I solve it so that when a card returns to a phase it is in “pending” and not “completed” in “Tasks and Requests”?

Hi,I am trying to understand how to provide parameters to the allCards query.  It seems there is no place where simple example queries are shown, so its becoming difficult to understand how to construct API queries.Right now I am experimenting with basic queries and trying them with GraphiQL. With the below query I try to filter cards and retrieve all cards where a certain field has a value equal to a certain value, Eduardo in this example. The below query returns errors, it seems it is expecting a string. The error does not resolve if I enclose the field name and/or value between “”. The query below does retrieve values if the 4th line is completely removed (i.e. the line with the filter).How are this filters constructed? What is the basic grammar? What am I missing? Thanks! errors": [{      "message": "Argument 'field' on InputObject 'AdvancedSearch' has an invalid value (field_24_string). Expected type 'String'.",The allCards query { # searching cards based on limited parameters: y

Hi Design product team Is possible to create a new feature that permit Turn-off the Required all fields in the form to do a maintenance in the automation??  This way we can do changes in the Automation without unmark all required fields and after that mark all again. Thanks.

Hi there,I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded.Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached.I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase. If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts. I don’t think using the SLA setting will work as a trigger for this automation I have in mind. Is there another type of alert I could configure or something else I could try?Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today?Please let me know if you thin

I have included a date property in a card and when the card reaches a phase, an email is sent with that date information (dynamic field). Date in the card is in the expected format (DD/MM/YYYY), but date in the email is in a different format (MM/DD/YYYY). How can I change the format in the email?

Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template. 

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.

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.

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

How can I change this flag:to have another default?

I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase.  Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase. If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.Can anyone please help me with this matter? Thanks!

Hello everyone I’m currently beginning to use pipefy for inventory control as described in: https://help.pipefy.com/en/articles/875875-inventory-control, everything is ok except that I need associate an equipment or group of equipment to a user once, this is in order to avoid associate the same resource to different users twice. So I wonder: is there a way to associate one or more equipment to a user in order (from my equipment data base) to avoid resource reuse? 

How to change the currency field to Euro or other currencies? 

Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

It seems that new features are introduced over and over again, which is awesome, but only for major once we get a post about it here in the community. Could we get a changelog also for changes that others might consider significant? Examples of changes I noticed in the last weeks:search that works for more than just the title automations that can not only be filtered but sorted As this here is a community forum: use this thread, users, if you notice changes, so we will get a changelog by ourselfes!

Apologies in advance if this is not the right place to ask this. I’ve sent several messages via the messaging bot but have not made any progress yet - so I’m not sure how else to elevate this.My free account was recently locked due to making too many pipes. Of the messages I have sent via bot, one was replied to where I was told that my account was unlocked. But I am still unable to access any of my pipes.As I understand it, I have less than 24 hours now to delete the extra pipes. But I can’t access them to make the necessary fixes or export my data.Is there something else I should do?

Hi I have a Service Catalog with SLAs used to calculate the Due to.  But the calculation in calendar days, but I need to calculate in Business day.  Is there a way to do this? Thanks

Hi team,As I know so far, Pipefy does not support section field in a form. Because our form is quite long, right now, I’m using dynamic fields to break the form and make it more clear & friendly.However, when the form is submitted and a card is created, the dynamic field no longer exists, which leads to our data long and hard to follow. Is there any way you can suggest me to address this problem? Thank you! 

Hello Everyone,  I just need the query to do a card-table relation and a table-table relation

Hi, i recently came to know about pipefy. Im social media marketer and i mostly use Whatsapp for that. Groups are main source for my content share for cheetah links tiktok whatsapp groups. How do i automate groups by using some type of software or any other thing

Please assist - How to display 2 results from 2 different columns from the database on a card