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Pipefy Updates Fevereiro 2026

22 days ago

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Forum|Forum|10 months ago

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marcosmeloLegend

Campo dinamico de PDF em Template de E-mailSubmitted

Seria muito bom fazer a Inclusão de um PDF criado no Pipefy dentro de um template de e-mail atraves de campos dinamicos

Forum|Forum|2 years ago

Henrique MedeirosNew Member

Add formulas to conditional formattingSubmitted

It’d be amazing to be able to combine the value of 2 fields or more when creating a conditional formatting. In the picture below I made a very simple example, where the condition for hiding of showing a certain field would be that the sum of field A +B equals X, or is greater than Y, for example.

Forum|Forum|2 years ago

julia-cordeiroExplorer

Campo #ID - códigos personalizáveisSubmitted

Permitir que os códigos gerados pelo campo #ID sejam personalizáveis, e não os números extensos e criados automaticamente pela plataforma.

Forum|Forum|2 years ago

julia-cordeiroExplorer

FUNÇÕES DA TABELA: INSERIR LISTA DE SELEÇÃONew

Dentro do conteúdo dinâmico, queria poder criar uma tabela e, nas células dessa tabela, inserir uma seleção de lista (como fazemos no excel/google sheets: imagem abaixo)

Forum|Forum|2 years ago

admin_pontteNew Member

Classificar e organizar cards por faseSubmitted

Seria bem útil poder organizar os cards por ordem de entrada na fase atual, pois somente ficam organizador por ordem de criação, atualização, alfabética e manual. Isso ajudaria a priorizar os casos que estão há mais tempo na fase, ajudando a minizar o sla.

Forum|Forum|2 years ago

ricardogccoutoInspiring

Data de Vencimento sem horárioSubmitted

Olá pessoal, Gostaria de sugerir a opção de data de vencimento sem horário, como no campo de data simples, ter as opções de vencimento com ou sem hora, pois o que costuma acontecer muito em nossa empresa é que as pessoas lançam algo com vencimento para hoje no calendário mas não modificam o campo de horário, acarretando em um card vencido imediatamente pois o padrão é 00:00. Seria interessante ter a opção sem o horário, ou que o horário padrão considerasse 23:59 do dia atual, para que automaticamente o dia útil atual fosse o prazo de vencimento, ou para o caso da opção sem horário, o card venceria na virada do dia para o próximo.

Forum|Forum|2 years ago

Sarah LaneBrainy

Use automations on the start formSubmitted

It’d be great to be able to use automations on the start form to auto-populate fields that are commonly related to each other. This might actually make most sense in the Conditionals area rather than Automations. Ideally what I’d like to see is a way to set up this conditional/automation :When X field is filled out on the Start Form or has a specific answer > make the answer to Y field “this”. It would save people having to fill in lots of information that usually is the same for most submissions. As a silly example, let’s say I had a pipe that was tracking what kind of sandwiches people want. It might have questions like : what is the first topping you want? what is the second topping you want? It’d be nice to automate it so that when someone picks “Peanut Butter” as their first topping, it automatically fills in “Jelly” as the second topping (because Peanut Butter and Jelly go together a lot). If someone doesn’t actually want Jelly as the 2nd topping, they could manually change it, but for all the people who do want a PB&J sandwich, they’re saved a step because of the automation.

Forum|Forum|2 years ago

genietimLegend

BUG: Fields with same name (in different phases) cannot be summed in reportsNew

We seem to have some issues with the reports, where selecting a field for the summation, a field which exists with the same name in two different phases, leads to the field being selected twice (for the sum).This is not ok; it’s not even clear which of the two fields is finally used for the sum.On a side note: it would make sense to have the same list of fields (particularly including the phases as subtitles) in the list of fields to use for the sum as in the list of fields to use for columns. Changing all fields to have different names is not an acceptable solution (though a workaround for now); we have many pipes with many duplicate fields (reason: one field for each article to input in the one phase how many of this article to list in the offer, and then in a later phase, how many of these articles to charge/invoice).

Forum|Forum|2 years ago

bryan-cowieNew Member

Interfaces - Show total card numberNew

Show a total card count in a data sets within Interfaces.

Forum|Forum|2 years ago

populohubExplorer

Be able to create a redirect on form submissionSubmitted

The forms are great, but if you want to use it on your website, it would be better to be able to have redirect on submission. This would open it up to be easier recorded for conversions in google analytics, ads etc.

Forum|Forum|2 years ago

genietimLegend

Run "field updated" automation when connected card is updatedNew

The “field change” automation is run whenever a field is changed. However, when a connected card is changed, this automation is not run, even though it would make sense. Examples:pipe with connection to “client” database. “Client E-Mail” field on pipe’s card, since it could not be used e.g. in PDFs, or reports. However, when the E-Mail field on the connected client (database) card is changed, the “Client E-Mail” field would not be updated, and there does not seem to be a straight-forward way to get it to (even though, as I see it, it would totally make sense) pipe with connection to “articles” database. Updating the price in the database card would not update on the card if synced with an automation, as described for the client example above pipe with connnection to “client” database. Automation to update the card’s title to include the client’s name whenever the client field is updated. Again, here as well, if the name of the client in the database changes (e.g. due to marriage), one would have to manually update all titles, even though one might expect that the automation does it

Forum|Forum|2 years ago

genietimLegend

Provide phase subtitles in list of fields for formula in reportsNew

In the reports, there is one list of fields to use for columns, which is nicely grouped by phase. However, the button right next to it, the Sigma, gives a rather unstructured list of fields. Would be very nice to also see which phase each field belongs.

Forum|Forum|2 years ago

Cesar Backes - StellaInspiring

Permissões dos usuarioSubmitted

Olá,Qual a possibilidade de criar um novo nível de permissão?uma mesclagem entre “Somente leitura” e “Visão restrita”Somente leitura: Pode ver todos os cards e fazer comentários neles. Não pode criar cards e/ou modificar cards existentes; Visão restrita: Pode criar novos cards mas só pode visualizar/editar cards que criou ou pelos quais é responsável. Não tem acesso aos relatórios do pipe; Novo Nível: Pode visualizar todos os cards, mas só pode editar os cards pelos quais é responsável.

Forum|Forum|2 years ago

genietimLegend

The new "press multiple times on Show More Pipes" is a major downgrade. Please change backSubmitted

I find it very annoying that I now have to press three times on “Show more pipes” to get to the pipe I actually want. This is very bad user experience, and I see no reason why you would change it to be like this.I could imagine reasons, but only iffI could sort them myself. But I can’t: if my pipe is alphabetically last, I will have to press multiple times. The decision would be stored: if I want to show all, give me all the next time as well, and maybe a button to hide the last row again. Pressing once is enough. That’s how it used to be, and this makes so much sense: don’t show all, such that one may decide between databases and pipes on one view. Once the decision is made, there is no reason to hide more, when I know what I want to see

Forum|Forum|2 years ago

rafael.jefteLegend

Múltiplas opções preenchidas via importerSubmitted

Olá! Estou testando criar meus cards via importer, o problema é que quando eu não consigo colocar mais de 1 opção no mesmo campo, mesmo colocando o código ID do database de todos os meus produtos. Em conversa com o suporte fui informado que atualmente não é possível. Creio que seria bem útil a possibilidade de colocar mais de 1 opção via importer.

Forum|Forum|2 years ago

Ezequiel SouzaLegend

Sugestion about users, groups and rolesReleased

Hi Pipefy team All the user and permissions part (user and role) needs to be redesigned to provide greater access security for users.To improve access control and adhere to the LGPD law.Suggested Roles:ORG - Administrator - Full AccessPipe - Administrator - Full Access over Pipe and related tablesPipe - Co-Admin - Cannot modify the structure of forms, phases, and other general attributes of PipePipe - User - Have CRUD access (being optional) for better access control to Pipe and tablesUsers/Groups:Allow grouping users into Groups and these being associated with the aforementioned roles.Especially when working with external customers, it is essential that a customer does not have access to data, cards from other customers. I hope that suggestion could be useful. With regards.Ezequiel Souza

Forum|Forum|2 years ago

Ezequiel SouzaLegend

Create an Archive store for old cardsSubmitted

As we use Pipefy, hundreds of cards are generated that, over time, could be moved to an archive area that allows the connection to be maintained, but are not processed when opening the Pipes, thus reducing loading time. of pipes and cards.An example:When you have a pipe with service catalogs, due to intense use, hundreds of connections are created from the same card.When it is necessary to make any changes, charging takes a long time. If there is a way to have an archive of cards connected for more than 2 years, despite having the connection it would not be loaded, keeping only the 1 year old or the most recent ones.Is it possible to team?

Forum|Forum|2 years ago

leonardo-cabral-band-deicmarNew Member

Relatório Com Visualização RestritaNew

Prezados, bom diaComo sugestão de melhoria: o usuário apesar de estar com “Visualização Restrita” deveria conseguir extrair relatório daquilo que possui visualização. Esse ponto nos ajudaria e resolveria a não depender de um usuário administrador ficar extraindo e filtrando relatório, dependendo da demanda, acaba ficando inviável.AttLeonardo Cabral

Forum|Forum|2 years ago

ManuSanchesInspiring

Dot or Comma in numerical fieldsNew

Price fields in US dollars have decimal fields separated by a dot and other currencies with a comma, so far so good. However, when using a numerical field, it has to be separated by a dot. This might sound silly because for me it is obvious that if one does not work, the other will, but for others it is not obvious.It would be helpful if users could choose their preferred decimal separator. We've received a few requests where people commented, for instance, 'It was supposed to be 9,5, but I put 10 because it does not allow decimals,' even though it does.Would be cool if we could choose!

Forum|Forum|2 years ago

gbdoinInspiring

Remove Pipefy branding in emailsSubmitted

As suggested, this product feedback follows-up on this post. As for our use case, we’ll be using Pipefy for some transactional communications with applicants. The Pipefy branding is not small, and takes away the attention that could instead be focused on our own brand, which really is the relevant one here in the eyes of the applicant. While I do understand why a company would want branding for free or small paid plans, I do not expect such branding to be present on enterprise plans. As a company that focuses on providing smooth operations for both our customers (employers) and all applicants, we really do the best we can to offer omnichannel like communications. Imagine if all the product and services we pay and use to provide those services would end up publicly tagging all that goes out of our systems with their brand So, yeah. Please allow paid (or at least enterprise) customers to remove Pipefy branding from emails and any public pages or communications, when feasible :)

Forum|Forum|2 years ago

diego-mirandaInspiring

Customização da Capa do Card por etapaSubmitted

Hoje os cards trazem um resumo dele na pré visualização e pode ser ustomizado (como aparecer nota fiscal, ou um e-mail, ou o nome do criador do card, a tarefa a ser executada ou enfim) mas não é possível customizar ele por etapa, a idéia seria disponibilzar essa customização. Exemplo:1- Na etapa de análise Fiscal o título do card será o nome do fornecedor e na capa o número da nota.2- Na próxima etapa será a entrada de produto onde na capa do mesmo card agora irá mudar para mostrar a categoria do produto entregue e o nome do fornecedor.3- Nessa etapa agora é de pagamento e irá mostrar na capa o código do fornecedor e conta bancária para depósito. Todas as informações já preenchidas seja no formulário inicial ou em outra etapa anterior.

Forum|Forum|2 years ago

ManuSanchesInspiring

Optimizing Dashboard InformationSubmitted

We have dashboards where we can see how many cards were designated to each person. However, when someone leaves the company, those cards erase the responsible person, and they disappear from our dashboards. We have found a way to fill the void by adding another field for responsible people without a license, but it's not the ideal solution, and it's not aesthetically pleasing.I was hoping that there would be a way to remove someone's access without impacting existing cards and dashboards!

Forum|Forum|2 years ago

yasmim11

Visibilidade específica nos painéisSubmitted

Hoje, pelo que sei, a visibilidade possível nos painéis é por Membros, Visão restrita e Somente Leitura. Ou seja, por grupos de visibilidade do Pipe.Se eu quiser criar um dashboard onde apenas 2 decisores + 1 pessoa específica enxergam, não é possível. Será que vocês conseguem uma melhoria onde posso colocar as pessoas que podem ver determinado painel manualmente? Como a aba de responsabilidade dos cards.

Forum|Forum|2 years ago

André ScheuerExplorer

Recorrência no último dia do mês.New

Olá Time Pipefy, gostaria de sugerir uma opção de recorrência para o “Último dia do mês” na automação de atividade recorrente.Ao iniciar os trabalhos com as automações de recorrência criei várias para dia 31, 30 e 29 e percebi que não estavam sendo realizadas devido ao fato do mês não possuir aquele número de dias.Acredito que muitos usuários gostariam de criar automações para o último dia do mês sendo essa uma data variável.

Forum|Forum|2 years ago

alicereisInspiring

Bugs with new card creation endpoint updateSubmitted

Pipefy has updated its endpoint for card creation, and now we need to provide values for all fields marked as required, even if there is a condition hiding these fields. As a result, we will be forced to allow multiple-choice fields to have options such as "-" and make fields that should be required optional.I would like to request that Pipefy review this update or allow us to revert to using the old version of the endpoint.The example below is a attachment field that should be required only in a specific situation, as defined by the conditional.

Forum|Forum|2 years ago

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