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

Hi Pipefy community,I’m a recent user of the platform and love it’s potential. I currently have one process running in Pipefy and overall it’s going super well. However I have a question / challenge for the group. Disclaimer - I have reached out to support, and while they were helpful and have offered a workround, it’s not really practical and sustainable. So hoping the larger community might have additional insights.Below is a screen shot of a portion of the flow. The 3 visible phases, Offer Made, Accepted - Retention, Accepted Trial.There are currently 17 cards sitting in Offer Made, all are “late” - having breached the SLA of 2 days. I have an automation to send an email once the SLA is breached - this works well. However a number of the cards have been sitting in this phase for over 1 week, for example. I now want to sent another reminder email to each card. This is the challenge - there is no way to send automated email, unless some activity happens with the card, such as “update

Hello,We want to be able to onboard a customer. As part of that, I understand we can use conditional logic to provide the correct information required from the customer.For example:As part of our start form, we will select multiple services we will provide to the customer; when these services are chosen in the form, we can add conditional logic that adds a new step to the form to capture the information required to  for each service. Great!This step is where I get stuck; when we do this, we want to be able to assign the task / send the form to the new customer and ask them to complete the information.Is this possible by sharing a link with the cutomer to access the specific task/form asa guest? Also, can a guide be a part of the form for the customer or staff to follow, such as text, links, and videos to guide them to complete the form correctly? Lastly, can this work if we invite a guest user (customer) to the platform to complete tasks? Or is it simply through the portals as standard

I get an error sayng text field must be 255 chars or less. Is there any way to store a long text in a Pipefy Databse record? Thanks.

Have been using currency field with no issues but now the field is no longer allowing a 0.00 entry? It say field can’t be blank, but we are intentionally entering the value as 0.00. 

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

If I have policies or procedure definitions in a tool like Confluence or SharePoint, would it be possible to link a phase to a relevant Confluence page. Take this example, the Pipefy phase says Create customer record. In Confluence or SharePoint I have the following guideline: Guidance for businesses collecting personal information for contact tracing https://www.oaic.gov.au/privacy/guidance-and-advice/guidance-for-businesses-collecting-personal-information-for-contact-tracingMy requirement: As a Pipefy user I want to be able to navigate from the applicable phase in Pipefy to the relevant policy or guideline so that I can complete my tasks effectively.Is this possible, if yes how do I do this? RegardsEtienne 

Hello !I have a mail template with the Pedido ID (numeric)… how can I set de format of the number?,.. without decimals.. in the mail template? 

How create a new card with an attachment through API ?I tried this, but API response was, Invalid input.

 Why are two dashboard fields which redirect to different pages? 

I’ve seen here (https://developers.pipefy.com/changelog/new-graphql-feature-query-cards-by-updated_at) that we can filter cards by using built-in field liks update_at. How can I filter my cards by a custom field? Let’s say i have a field called “customer_id”. I tried this but didnt get it to work: query allCardUpdatedYesterday { allCards(first: 20, pipeId: 123,filter: { field: "customer_id", operator: equal, value: "87y8-b7a6b-8a6c"}) { edges { node { id title } } } } Do I have to prefix the field id with something? The response I get does not add much: {  "data": {    "allCards": null  },  "errors": [    {      "message": "Something went wrong",      "locations": [        {          "line": 18,          "column": 3        }      ],      "path": [        "allCards"      ],      "code": 30000,      "type": "ExecutionError"    }  ]}

Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

Hi there, I’ve been using the PDF generator to create some PDF templates in my pipe. Is there a way to delete templates from the list? The Getting Started one is still there, for example, as well as other drafts we created and no longer need. All I see is the on/off toggle which just makes the template inactive. It doesn’t remove it from the list in PDF generator. Thanks, Sarah

I'm trying to update custom fields in the table record, but it seems the API only permits to updatethe title and due date.That mutation should work, isn't it?mutation {updateTableRecord(input: {id: %(id)sfields_attributes: %(fields_attributes)s}The custom fields it is the field_attributes, in the follow way:field_attributes = [{"field_id": "field_id_1", "field_value": "field_value_1"}]Any clues to update custom fields rather the title in Table Records?

Hello Guyss, Its possible to delete a single conection between phases in a flow?Thank you for the help

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!

Hi all,This is my first month using pipefy and first post here, so hope I am not doing dumb questions. I have created a pipe that has a DB Connection which is populated when the pipe is finished. And also created a dashboard to show some KPIs with the DB data. Did several trial and error configurations until all was good enough and I could go live. Then I deleted all cards, DB entries and started to create real data. For my surprise, the dashboard still shows old data, which is not there in the DB anymore. Any hints on how to clean it?

Hello Guys, Any preview about and PDF viewer similar with the image one that was added a couple days ago?If it isnt in the boards yet, here is my sugestion. 

My team members have to prioritize their activities based on certain metrics. The view we have is very generic and does not help them in prioritizing their workload. How do we customize the view by adding new columns.Thanks for your help in advanceJoe Edward

Hi,I’m wanting to update a select option in one of our pipes - I’m planning on using the GraphQL API so I can update the card data at the same time.I’ve created a test pipe to prove that it works, but it doesn’t :( The mutate query I am running (in https://app.pipefy.com/graphiql)mutation { updatePhaseField( input: { clientMutationId:"catsss" id: "town" label:"town" allChildrenMustBeDoneToMoveParent:false allChildrenMustBeDoneToFinishParent:false canConnectExisting:false canConnectMultiples:false canCreateNewConnected: false childMustExistToFinishParent:false description:"cats dancing" editable:false help:"halp" minimal_view:true options: ["brisbane", "dubbo", "sydney"] required:true sync_with_card:true } ) { clientMutationId phase_field { id } }}When I run the query I get this error, but I’ve run many mutations with my user before, so am not sure w

Hi,I have a project where multiple stakeholders are involved and different type of activities are performed to accomplish the project.Lets say → HR Team would work on recruitment → SCM Team would work on Inventory Planning → Infrastructure Team would work on Infra Planning and Installation.& at every form, I would like to have set of input parameters such as "People Count" , "Invoice No", "Value" these parameter would differ for every functional processes.so, is it possible to create a multiple type of forms in a single phase ? Your help would be highly appreciated.

Hello, I would like to have a field with a list of links to calendly schedules. Currently im trying to use the Text long field for this, but it doesnt generates a hyperlink for the urls writen. Does anyone know the best way to do this?