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The database has 13 records, but when I use a connect db field to select a record, it only shows 11 records, and the one I want to select is not there. Anyone faced the same issue?
looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.
Hello! Is there any way to receive information about open requests through the pipefy support channel that were directed to the technical support team?Every time I need an update about the ticket I have to contact chat and open a new request.This lack of feedback on requests that goes to the support team is very bad.Gabriela Chammas
Hi Everyone, I'm creating a python library to help create cards, update data, upload attachments, delete cards and everything that you can do at GraphQL. I want to know if someone want to try this lib and/or help to develop ir? Depending on the response, I will create a github project so you can use it and help me.
In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?
Hi there, I’m using a connection field in one of our pipes to allow users to connect their information to an existing card. To open the dropdown list of existing cards, users have to click on “Create new card”. Is it possible to change this label? I think it’s confusing because they’re clicking on that option to search through cards and connect to an old one, not to create a new card. I can’t see anywhere to change the label on that button. The connection field in our pipe
While there are two ideas asking for a clear way on how to manage labels via automations, https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111 and https://community.pipefy.com/ideas/automation-to-change-label-909, there is actually a way to do so already. The trick is to use a field with type “label” and use an automation to update that field.Example according to @thaiannelourenco in https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111:Let’s add a label when a field has a certain value.Let’s start with adding the labels field:Notice the “Synchronize card's field with this fixed field”. That’s how the labels will end up on the card.Feel free to additionally add a field conditional to hide the field in order to use it only in automations. Then, we can add the automation: as a trigger, we use “When a field is updated”. Select the pipe and the field you want the trigger to be based on. Add conditionals if you want the label to be only added whe
Hey everyone, I’m here today to share a quick and useful hack for processes that have mandatory checklists and you need to make sure that all the boxes are checked before moving the card on to the next phase. When you make a checklist field mandatory Pipefy will consider it filled even when just a box has been checked. If you need all boxes to be checked, check out my video and let me know if this hack helps in the comments below! I’m also super available if you have any feedback about the format of the content, suggestions for other hacks as well. Have a good one!
Hello everyone,I’m suffering a lot to be able to offer my form in different languages exe: EN/PT/SP. I already did it but with a lot of effort, basically duplicating the fields in the different languages and creating also different conditionals rules, but that makes it a lot harder to manage the pipe and keep it organized when a new update is necessary.Is Pipefy working on something to make that easier? I just wanted a way for the system to give me an option to put the context of the fields in different languages without the needing of duplicating it and creating several conditionals for that.
Hey there everyone,I am getting stuck on certain issues and this is really slowing me down. Is there anyone willing to offer virtual in person support. I would like to give a brief of my issues and see if they can be solved. I am happy to pay for such a service. (I searched on ‘fiver’ but there are no listings for Pipefy.
Can I create an automation that moves CHILDREN CARD when PARENT CARD is moved? The CHILDREN CARD its a existing card.
Hello.Please, I need include Assignee select on database. But at field persist empty.follow code.mutation {createTableRecord(input:{table_id:"pWRuu4qV",fields_attributes:[{field_id:"suplente",field_value:"["aaaaaaaaaaaaa"]"},]}) {clientMutationId}}Tks.
Is it easy to move to the next level or upgrade your account if we hit any limitation?
In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!
I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards.
If you work with different organizations and need a connection between them, these two integration flows can help you a lot. The flows were built using Integromat: 1) Copy based on triggers.Example: When a card form is moved in organization X, create a card in organization Y: Integromat's integration modules are very flexible and exploit all Pipefy APIS. The difference is that in Integromat, you were able to select different Pipes in each module, even if they are in other organizations: 2) Copy all the cards in a given phase or pipe from company X to company Y. This automation can be done only once or can be programmed based on periods. If importing is required only once, you can also do it via Importer (Standard Pipefy Application): In the examples I made the simplest possible flows. They can be improved with other steps, transformations and filters. If you have questions about how to create Pipefy integration flows with Integromat, you can call me. My Integromat partner link is h
Hi Pipefy I have some e-mail templates that are appearing unwanted spaces between fixed text and fields like this: In the template looks as is: I don’t know if I’m doing something wrong or if is there some adjust to fix this. Could you help me on this please? Thanks
hello! we have 2 companies in pipefy, and now want to move in a unique pipe for maintain, somebody know if that it’s possible move all the cards to the company 1 to another company for maintain all data and log? i appreciate your comments
HiWe’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process. Cards are also connected to several databases for additional details and legal document attachments. At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.What is the best way to handle this? Your input will be greatly appreciated.Regards
In the last year, millions of business users embraced no-code tools to design and build vital software for their organizations – without writing a single line of code. These business users are sometimes called “citizen developers” or non-technical users, and they use no-code tools to address routine (but still important) development projects without involving the IT department.Let’s take a look at no-code software and how citizen developers use it to build apps, automate workflows, and solve business problems.What is No-Code?No-code platforms offer easy-to-use visual tools that let non-technical workers -- citizen developers -- create applications or automate workflows, while complying with IT security standards and policies. No-Code vs. Low-CodeIndustry analysts and vendors sometimes blur the distinction between no-code and low-code platforms, or use the terms interchangeably. Here’s the difference:No-code tools require no coding experience from users. Low-code tools are designed to
Hello Pipefy CommunityGood day to allI would like to create a topic about this one. I have a problem sending file or attachment to my boss.When I try to attached a file like excel file and send to him, my boss cannot download my attachment file and it say’s 400 Bad Request Error. Can anyone please suggest how to fix this error ? Even photo or whatever file I attached, still he cannot preview or download my attachment file. Please help me what is the solution for this. Thank you so much. Hoping for your quick response.
Hello!Some people in our team have been facing the following dilemma: When clicking on a field that has a connection to another pipe, as soon as the startform is opened, the user cannot see the fields that are higher up, showing only the fields from the middle down. This has caused some discomfort for some people on the team, because when they try to scroll up, they sometimes click on the wrong fields or buttons. In some cases they can't access the search bar to add an existing card either. I would like to know if this kind of situation happens with you or anyone in your team. Can you help us? @rebeca.venancio @vitoria_lanes
727 Projects. Since implementing Pipefy, our marketing team has completed 727+ projects! This huge milestone started as a workflow change in August 2020 and has benefitted our small marketing team immensely. We are able to work on more projects, meet project deadlines and move projects through our workflow making us more efficient. Clients are benefitting from better automated communication and status tracking. Kudos to our team of THREE people!
Hi, Every time i enter my credentials in the home screen page, it takes me in but then kicks me out in the same instant… please assist.
Hi!Would be possible that the information such as: card title and current phase name were 'frozen', like a header, when there was scrolling to see the card informations?This question came up from one of the users on our team, because sometimes, due to the amount of information that needs to be verified, we forget which card we are moving and even what phase it is in , so it is always necessary to go back to verify this kind of information.@rebeca.venancio if it works, Tais is gonna be happy
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