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So, we’re backed up right now. Is it possible to just hit my shareable link to my Public Form and take it off public essentially “closing” the request form temporarily? Does it impact any card history?
Is it possible to change the order you see your Pipes when using the mobile application? It seems that my “starred” pipe appears last on the mobile view.
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?
Hi there!Just curious about the Pipefy badges I see on some peoples profiles. Is there a list of badges posted somewhere and how do people earn these badges? I couldn’t find anything about it in the existing posts, but perhaps I missed something? Sarah
In Integromat, configure the trigger that will trigger the automation. Some examples:- Card creation;- Phase change;- Field Update;- Scheduled triggers (time, day of the week)- Card expired, expired or delayed. In the second step, use the Update a Card Field module. Select the field you want to update with the calculation and configure the filling using the standard Integromat operators. In addition to the main mathematical operators, Integromat allows other types of transformation / substritution. It is worth checking! If you liked this integration and intend to use integromat, use this link to subscribe:Integromat
Happy Tuesday, everyone! Today I want to share the New Email Messaging with you and how you can use them to make communication between teams and requesters. I hope you like it!
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
Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication. *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.” These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n
Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?
Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy. I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated!
Pipefy Helps Our Ad Agency Field 100+ Requests Monthly With 2 Staff Talk about doing more with less. COVID-19 has presented a significant challenge to our in-house Advertising Agency. Due to retirements and career changes, we went from a team of 5 to 2 full time staff members. We work with 9 hotels, three shopping malls, six mobile home lots, a real estate team, restaurants, etc. Pipefy has proven to be more than just a project management solution. We have utilized our own customized version of the “Marketing Requests” template to automate project requests and allow us to never miss a deadline (at least not without knowing!). Our clients are happier and we are more productive and nimble. How can you use Pipefy for your agency or organization? Above is a screenshot of our Public Request Form. The possibilities are endless. Plus, you can now create a central repository of multiple forms connected to various pipes so that you can bring in information in multiple ways.If you’re an ad agen
Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out: Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz!
Is there a way to export the history from a card - the section under Activities where it lists what was changed, by whom, and on which date? We’d like to be able to do this to keep backups of our records, but I haven’t found a way to do so.I know you can export the card data via a report, but the reports only have a little bit of the activity information from what I can see (last updated date etc.).This is somewhat related to the question asked here:
Hi, how can I get conditionals and automations with API
hello, I heard rumors that the rest API for card queries with GraphQL will be closed for all organizations in the future. Can you confirm it?
I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.
It’s Tuesday and today we will learn more about Conditionals! How to use better this amazing features and get more time and optimize even more your processes? Check it out in this video: Keep learning with the Pipefy Community!
Hi, I would like to share my impressions about the new interface here What bothers me most is the clarity of the due date: Because it is not so clear and diffuse with the other information on the card… Another thing that bothers me, is the title of the apparent field on the closed card, just the answer (as it always has been) is enough: This makes the card size very extensive A good thing are the labels: At most I really liked the updates and the open card interface, what I still didn't like is the look of the closed card.
I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}"
Hi Doers!Wondering if anyone has suggestions for ways to configure a Pipefy form that requires a signature.We have certain forms that require a signature for legal reasons (our code of conduct acknowledgement form, for example). I don’t see a “signature field” as an option in Pipefy but thought some of you might have come up with ways around this.Open to any ideas you might have!
Looking for some help from the community on how to handle this process in Pipefy:We have an onboarding pipe. Sometimes managers will complete the public start form before they know what the name of the new hire is or their start date i.e. they know they’re hiring a new Technician, but haven’t selected the person yet. We have questions that allow them to submit the start form without providing the name and start date of the new hire. However, we want them to be able to update us with the name and start date once those pieces of information are known. Currently, we just ask the manager to email us when they know that information and we manually update the card with that data.I’m trying to find a way for the managers to be able to submit another form - an update form - that will then connect to the original onboarding card so that the data is combined. I’m assuming I’ll need to use connections and possibly automations too, but I can’t quite figure out how to make this work. Any recommenda
I'm trying to create a new table record using a field which is a connected record from another database. Using the GUI I can create and connect table record with no issues. But, when I run using the Graphiql Explorer I got the following message: Value You don't have permission to connect these cards/table records. Both databases has the Public Permission checked. I tried using the API (new version) and presents the same problem.
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.
Hi! I'm working in a python script that read some fields from all cards from a pipe and them write it to pandas in Python. The main idea is to iterate through all key values from json list. Here's my code: import requests import jsonurl = ""https://api.pipefy.com/graphql""payload = ""{\""query\"":\""{ allCards (pipeId:127682, first:50) { edges { node { id title fields { name report_value updated_at value } } } }} \""}"" headers = { 'authorization': ""Bearer ""my_token"""", 'content-type': ""application/json"" }response = requests.request(""POST"", url, data=payload, headers=headers) print(response.text)Since here, all it's ok.But when I try to parse it with json with this code:json_dic=json.loads(response.text)for key in json_dic: print (key,"":"",json_dic[key])I just got an another list like the first ""print"", it seems that ""response.text"" is not a dict object, so when I parse it with json.loads, script can't identify the keys and separate them.Whats going wrong?Thx!
I'm trying to use the property ""connectedRepoItems"" in ""fields"", but even my card has one or more public table records associated, I got null values.{card(id: ""XXX"") {fields { connectedRepoItems }}}answer:{""data"": {""card"": {""fields"": [{""connectedRepoItems"": null},{""connectedRepoItems"": null},{""connectedRepoItems"": null"
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