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754 Ideas

marcosmelo
marcosmeloLegend

Alert status in reportsSubmitted

Hello! It would be very useful to use the alert statuses: Late, Expired and Overdue in the reports.Why?:To generate metrics and act based on status.Goal:Communicate detailed information, Decision making, Documentation, etc.Work aroundCurrently there is the option of creating some automations as an alternative, but this ends up consuming jobs

4
Desirée Hoppe
Forum|Forum|2 years ago
gustavo_serbena
gustavo_serbenaExplorer

Melhoria da tabela em campo dinâmicoSubmitted

Ao utilizar o campo dinâmico, e padrinizar as informações no formato tabela, ao inserir um campo anexo, a configuração e exibição com campo é desconfigurada. Creio que seria interessante manter a lista de anexos dentro da celula.  No caso acima, a tabela tinha a esquerda o nome e a direita o campo de conteúdo dinâmico

4
Desirée Hoppe
Forum|Forum|2 years ago
david284
david284New Member

Atribuição de responsável pelo Card pelo InterfacesUnder Consideration

Seria interessante e muito útil poder atribuir o responsável pelo card pelo Interfaces, conectando com o DB de pessoas. Assim pessoas externas a organização poderiam se autoatribuir um card sem ter acesso ao pipe e a todas as informações sensíveis lá contidas.Exemplo :  

3
Desirée Hoppe
Forum|Forum|2 years ago
tsartori
tsartoriSuperuser

Total valuesUnder Consideration

Hello guys, what about we had a indicator that shows the sum of any field, as sales, for example, near to a phase name.Ex: 

10
marcosmelo
Forum|Forum|2 years ago
marcosmelo
marcosmeloLegend

Hide unused fieldsNot Planned

Hello!It would be nice if we could hide fields on the form:Why?Fields that will no longer be used or that will be suspended for a certain period of time through field editingGoal:Keep the button for queries in reports, because when they are deleted, the history is gone.Palliative modeThere is another way through conditionals, but depending on the number of fields to be hidden, it pollutes the conditional area.Screenshot with the suggestion  

7
marcosmelo
Forum|Forum|2 years ago
genietim
genietimLegend

Give us more possibilities to set the notification preferencesSubmitted

Currently, one has only three possibilities of what to enable/disable in order to get notified:When I'm added to a pipe or team or mentioned/assigned to a card When a card is moved, expires, becomes late or overdue When a new comment or checklist is createdI feel like this selection isvery confusing: for example, what does “when a new comment is created” exactly mean, is this only restricted to my cards, or any card, and what happens if I deactivate the first option, but am mentioned in a comment, … etc. rather restrictive. Some users of my pipe are assigned automatically to cards by automations, they get spammed so they want to deactivate the E-Mails when they are assigned to a card. However, when another user mentions them in a comment on a “foreign” card, they of course want to be notified of this.In my view, the following separate selections should be available at least (feel free to suggest others in the comments):Email me when:I’m added to a pipe or team I am mentioned in a comment on a card I am assigned to a card by a user I am assigned to a card by automation/GraphQL when a comment is created on cards assigned to me when a checklist is created on cards assigned to me when an attachment is added to a card assigned to me when a card I’m assigned to got an E-Mail // this one can be solved by Automations, but those Automations don’t allow users to change their preference

3
genietim
Forum|Forum|2 years ago
erin9
erin9Explorer

Provide option to hide pipesSubmitted

We have some old pipes that we no longer use but do not want to delete. It would be helpful to be able to hide the pipes that we don’t need (but also don’t want to delete) so there is less clutter to sort through on the main pipe page. I know you can hide them from non-Admins/non-members, but I’d like to be able to hide them on my own main page also.

4
erin9
Forum|Forum|2 years ago
genietim
genietimLegend

Automation: Create Database EntryReleased

There already is a “Create Connected Card” automation. There is no way to select a database though, only pipes, as possible targets. I would love if there is a way to automatically create connected database entries.  

4
genietim
Forum|Forum|2 years ago
Sergio Costa
Sergio CostaExplorer

Use of multiple currencies in Pipefy (not just USD or EUR)Released

I would like to be able to select the currency when dealing with amounts in Pipefy. Just as you can select the country in country code for phone number fields. I have receivables and payables in different currencies. As far as I see, Pipefy only allows either BRL or USD. Would future versions address this issue?

4
Sergio Costa
Forum|Forum|2 years ago
Ana
AnaExplorer

Alerta de atrasoReleased

Adicionar opção de contabilizar SLA de segunda a sexta-feira

7
Ana
Forum|Forum|2 years ago
Ezequiel Souza
Ezequiel SouzaLegend

Enable de 2FA in the Access reportSubmitted

Hi Pipefy team It’s so great the option to export the Pipefy’s users, but you can add the 2FA status, please? Thanks.

2
Desirée Hoppe
Forum|Forum|2 years ago
genietim
genietimLegend

Automation Fill Field With Connection of ConnectionSubmitted

This is something that actually used to be possible (I still have automations where it works!) but I cannot set it up anymore for whatever reasons, I just cannot select the appropriate fields when setting up the automation.Example Scenario:I have a pipe with “Projects”, with a connection to “Clients” Frequently, there are repeating projects. In this case, rather than entering everything again, the users can use the start form field “Clone Project”, which is a connection field to “Projects” itself When users use this “Clone Project” field when creating a card, an automation is run that fills in all fields in the new card with the values from the card set in the “Clone Project” card. It used to be that this automation could also be used to set the “Client” on the card to the Client in the card this card was cloned from; however, this is not possible currently, and is the idea I herewith submit to show that this feature was helpful and used.

5
Desirée Hoppe
Forum|Forum|2 years ago
natalia-alves-br
natalia-alves-brNew Member

Show SLA in days on dashboardsSubmitted

We be able to show the SLA in each fases in days not hours.

4
Desirée Hoppe
Forum|Forum|2 years ago
Ezequiel Souza
Ezequiel SouzaLegend

Permit export and import reports with criterias created in the Pipe to another oneSubmitted

Hi Dev teamCould you create a feature that permit export report’s criterias from a pipe to another one, please?If is possible a tool that permit a deploy in several pipes at same time. Thanks

3
Desirée Hoppe
Forum|Forum|2 years ago
michel-dimelnet
michel-dimelnetInspiring

Automação para chamada de APIIn Progress

Olá!Gostaria de verificar a possibilidade de incluir junto as opções de automação a seguinte situação:Quando um campo for atualizado, então faça uma requisição para uma API.Exemplo: Tenho um campo para preenchimento do CNPJ, e ao preencher é realizada uma requisição para uma API, enviando o CPNJ no corpo para buscar as informações da empresa. Com o retorno das informações, poder configurar os campos para preencher automaticamente no formulário, como endereço, nome da empresa, entre outros campos necessários.Caso já seja possível fazer isso no Pipefy, favor me auxiliarem. Obrigado!

6
Desirée Hoppe
Forum|Forum|2 years ago
Pipefied
PipefiedExplorer

Prevent excess card/ pipe generation on free accountSubmitted

I recently had my account locked due to making too many cards and pipes. I had a lot of issues getting the account unlocked afterwards (see discussion here). Some of the limits are easy to track and abide by (e.g. 5 pipes total per free account). But the limit of 50 new cards per month is not as easy since I don’t have a running count of new cards created amongst all the pipes. So if I make 51 cards in a month by accident then I’m at risk of my account getting locked again. Could there be safeguards in place that prevent free accounts from breaking the rules? I find Pipefy great for my personal use but cannot justify the base monthly cost as a single user. And I’d like to recommend it to friends but I don’t want them to have the same problem I had with getting their account locked.

5
Pipefied
Forum|Forum|2 years ago
frederick-nazario
frederick-nazarioNew Member

insert attachments to pdfSubmitted

We urgently need to generate PDFs with more than one page (or even generate PPTs) from card data. However, the option to insert custom image file fields is sorely missing.

4
Nicole Chiroli
Forum|Forum|2 years ago
frederick-nazario
frederick-nazarioNew Member

Export reports with automationSubmitted

We want to generate a project status report. Currently, we retrieve the latest comment from each card and create this report. We would like to send the generated report weekly through automation in the tool. It would also be beneficial to have an option to generate project status reports with all comments included in each card.

4
Nicole Chiroli
Forum|Forum|2 years ago
rafael.jefte
rafael.jefteLegend

Arquivar pipes e databasesSubmitted

Olá. Seria interessante se pudesse arquivar pipes e databases que não estão mais sendo utilizados. Tenho vários databases que eu não uso mais, mas não posso excluir pois estão vinculados a alguns cards antigos. Eles ficam poluindo minha tela, se pudesse arquiva-los deixaria tudo mais limpo. 

6
Nicole Chiroli
Forum|Forum|2 years ago
elaine-bilck
elaine-bilckNew Member

Formulário público com campos preenchidos e inalteráveisReleased

Gostaria de registrar uma ideia de melhoria. Permitir que o Formulário Inicial público suba com campos já preenchidos com informações puxadas do DB, mas que essas informações não sejam editáveis.Isso evitaria, como é no meu caso, que meu cliente altere informações já validadas e assegura a correlação correta do Formulário preenchido para com o ID do cliente.  

5
marcosmelo
Forum|Forum|2 years ago
gizele.kuhn
gizele.kuhnNew Member

Campo que aceite imagem (print)Submitted

Olá pessoal.dentro do Pipe existe algum campo que aceite eu colar um print, sem a necessidade de fazer o upload de um arquivo? Tipo este campo aqui? 

5
marcosmelo
Forum|Forum|2 years ago
tamerlan-abilov
tamerlan-abilovExplorer

Field Validate inputs through our API or WebhookSubmitted

It would be good to be able to validate field values through our custom API in realtime. That way we will only allow particular values in this field from our database.For example Pipefy can let us provide JSON in particular format through the web link or it can be some ‘validation webhook’ when card is being saved. Another option is make it available only for dropdown where values can be populated from API/Webhook or something like that. FYI I don’t want to use Pipefy Database because i will need to keep it synced etc. 

10
Ezequiel Souza
Forum|Forum|2 years ago
amanda-goncalves2
amanda-goncalves2New Member

Acompanhamento das solicitaçõesSubmitted

Incluir no campo de solicitações o numero do chamado, para que fique mais facil a busca. 

4
amanda-goncalves2
Forum|Forum|2 years ago
ludmillalopes
ludmillalopesNew Member

Alertas de SLA periódicosSubmitted

Gostaria de poder configurar os alertas para que fossem disparados periodicamente, enquanto houvesse no card o marcador referente ao SLA. https://help.pipefy.com/pt-BR/articles/625596-configurando-alertas-no-pipe#h_dff06436e5 Também seria interessante ter essa configuração no webhook, permitindo determinar o tempo entre alertas por API. Por exemplo:Alerta de atraso: 5 diasTempo entre alertas: 2 dias Após permanecer na fase por 5 dias, o card se torna atrasado e dispara um alerta. Caso continue na fase, o alerta também dispararia a cada 2 dias até que o card fosse movido de fase e perdesse o marcador “atrasado”. Essa configuração possibilitaria criar automações que enviassem lembretes por e-mail, por exemplo, para o responsável por executar a ação necessária. 

4
ludmillalopes
Forum|Forum|2 years ago
Jessica Domingues
Jessica DominguesNew Member

Data de Vencimento Dias úteis - FeriadoUnder Consideration

Boa tarde, Sugestão de melhoria para o calculo de vencimento para dias úteis além de desconsiderar os finais de semana, também desconsiderar os feriados nacionais. 

4
Forum|Forum|2 years ago
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