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We are using an email template in a pipe when a card is created but the requester who received it automatically reported that in the web version of Outlook the hyperlinks are not working correctly; they are intangible. Did anyone else have the same problem?
For example in this idea: it is apparent, that there is a difference. What is it though? Slightly different features (custom URL, prefill), but the same results, no?
The font size on the edit portal page and the actual portal is not the same (example below). It’s larger on the edit page.I’m guessing this may be a bug - which is why I’m listing it here as a question - because I assume that the edit page should be showing me what I can expect to see on the real portal. There shouldn’t be a difference between the two. Example of font sizes in the edit portal area: VS the font size in the actual portal:This is also related to an idea I just posted, requesting that the font size in portals be increased.See here:
I'm trying to create a new card:mutation {createCard(input: {pipe_id: ""XXX""fields_attributes: {field_id:""ZZZ"", field_value: ""AAA""}parent_ids: [ ]}) { card { id title } }}The field_id is related to a Database connection. The field_value is a record from that Database.The pipe has the connection configured. Manually we can enter that field with no problems, but, using the API I got the following error:{""data"": {""createCard"": null},""errors"": [{""code"": 30006,""locations"": [{""column"": 10,""line"": 1}],""message"": ""Invalid inputs: Erro no campo \""ZZZ\"": Value You don't have permission to connect these cards/table records."",""path"": [""createCard""],""type"": ""MultipleInvalidInputErrors""}]}
Hello, doers. How are you? It’s Tuesday and, today we want to take a look at how to fill out the first input of your process and it will gather all the necessary information to kick off the process, like e a purchase request or a reimbursement request.After the Start Form is filled out it will become a card and be added in the first phase of your process, or pipe, as we call it in Pipefy. Watch the video to learn how to begin creating cards and get hands-on! If you need a hand from our experts, also check:Tutorial articles: https://help.pipefy.com/en/articles/6...
Hi I don’t know the reasons, but the Pipefy form is very narrow. Is possible to enlarge the form? Thanks
I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to
HiMy customers are complaining about the missed feature that they see attached files in the Request Tracker.Is there some adjust or configuration to permit this? Thanks Ezequiel Souza
CAN A CARD ONLY HAVE 1 ENTRY ON THE CALENDAR? ALSO, IS THERE NOT A WAY TO MAKE THE FIELD NAME DISPLAY ON THE CALENDAR INSTEAD OF THE CARD NAME?
Hello there. I'm the UX Researcher at Pipefy and we're designing a new email feature into our product. Have you used Front app, Spark Mail or Hive for work? We'd like to know the good and bad things you've seen on those softwares. How about a 30 min interview?If you fit to that profile choose the most convenient time for you and schedule a session with me. Thank you already!
I imported a spreadsheet to a DB yesterday. Everything seemed to be done successfully, however it has been almost 24 hours and no records have been added. I cannot tell what the problem is or if this is just how long it takes. I went in and looked at the history in the importer app, and this is what shows up: Please advise. Thanks!David
Currently, I set up my Pipefy Account to log in with GitHub. Is there any way to change this to use another login type, such as Google or normal Username/Password combo?Best regards,
Hi, I would love to create a database where I can store records from customers and requesters. The idea is to use this information across multiple processes. Is that possible?
I would like to find questions which I can answer. How can I sort this community forum, the list of all questions, to show which have not yet an answer assigned?
When a card is in a specific phase, can you add a due date to a checklist?Orcan you add a due date to a specific phase rather than the whole card?
Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission, the first step to clone a pipe is opening the pipe then clicking in the gear icon in the upper right corner of the screen to open the pipe settings. Inside the pipe settings, find the 'clone to' option in the lower left corner. If you're not a member of more than one company, simply click on it to clone the pipe. If you are, click on it, select the company you want to clone the pipe to and wait a couple of seconds while the copy is created. Important:Cloning a pipe will only clone its structure (phases and fields). Existing cards, field conditionals, connection fields or automation rules will not be cloned; If your pipe has any email templates with dynamic content, that'll need to be manually adjusted in the cloned pipe.Written by Isabelle Wuille
Hi, I want to add a specific label to a card a using the API. I have found this: https://pipefypipe.docs.apiary.io/#reference/0/update-card and this https://api-docs.pipefy.com/reference/mutations/updateCard/. The part I am unsure if if I am required to send “all the basic information” including the new label … or … if there is a way t ouse the API to “Add X Label”? Doeos it need to be:mutation{ updateCard( input: { id: 2762646 title: "New Title" due_date: "2017-08-20T21:00:00+00:00" assignee_ids: [00000] label_ids: [890073] } ) { card { id title } } } Or can it it just be mutation{ updateCard( input: { id: 2762646 label_ids: [890073] } ) { card { id title } } } with 890073 being the ID of the new label. :) Also, how can I find the ID of a label without using the API? Thank you for your help
Hey,I have one simple question about fields.There are many pipes similar, maybe 10. I need to move a simple field in a phase for another phase, but it`s need reflect in all cards, not only the newest. Maybe is it possible do it with Graphql ? Thank you.
Heres the answer after i couldnt refresh dashboard in powerbi service of microsft For custom connectors to work with the on-premises data gateway, they need to implement a “TestConnection” section in the custom connector’s code. This section isn't required when you use custom connectors with Power BI Desktop. For this reason, you can have a connector that works with Power BI Desktop, but not with the gateway. For more information on how to implement a TestConnection section, see this documentation.
When editing E-Mail templates, Pipefy tends to add spaces around fields’ values where I do not want them. I try different ways, e.g. removing in HTML, removing in WYSIWYG editor, but they always come back after re-opening the E-Mail template. It is very annoying and time consuming. Did anyone find a solution or workaround for this problem?I understand that there is no documentation for the E-Mail templates API, right? So I can not build something separate e.g. with GraphQL API or fix the issue programmatically either. Any ideas?The beta version is not better in this regard either, unfortunately, as the problem persists there too.
Hi, I'm trying to update fields in a card, no problem with texts and dates so far, however, I don't know how to change Label Select fields or Assign To fields. This is an example of what I've been trying:{""query"": ""mutation{ updateCardField(input: {card_id: 25250812 field_id: \""priority\"" new_value: \""Medium\"" }){ card{ id } } }""}Response doesn't throw an error, but the card is not updated. Thanks in advance.
Managing Marketing projects and processes is already a challenge. Doing this remotely naturally increases the level of difficulty. But what if I told you it doesn't have to be that hard? Yeah. With Pipefy, this can be a much simpler task than you think! Follow me: Great marketing has robust projects Here at Pipefy, we get involved in several projects and some of them are even managed by non-team leaders, which is great for the career. In my case, I am responsible for the Portuguese content efforts. Which means, lots of translations, new blog posts and pages of our website. However, this is not my only role in the company. I also produce content of the same nature in English and I am currently involved in four other projects. Yes, it is a lot to manage, but I am not alone in this journey. My tiger team of Portuguese content consists of four more people, and three of them were even hired during the quarantine. My mission: manage Pipefy’s translations and new content
How automations help keep a creative agency’s recurring projects on track. Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM. The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like. Learn more about automations at this link. What are some ways that yo
How can I get a phase ID using API? The 'Show Pipe' request returns the name of the phases, but not the IDs, I understand I can get it from the URL of the phase but I'm trying to retrieve it from the API.Thanks
We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?
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