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Evite falhas no envio de e-mails no Pipefy: limites, SMTP e boas práticas

8 days ago

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Forum|Forum|6 months ago

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741 Ideas

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Ezequiel SouzaLegend

The automation list could be shown in alphabetical orderSubmitted

Hi The list of automation could be shown in alphabetical order instead of the creation order. Thanks.

Forum|Forum|4 years ago

Ezequiel SouzaLegend

Create a feature that permit copy entire Pipes for DEV/HML purposesReleased

Hi Create a feature that permit to create a entire pipes and their conexions to create a DEV and/or HML environments. Best regards.

Forum|Forum|4 years ago

Janaina_BarretoInspiring

Possibilidade de enviar e-mail através de um campo.Submitted

Olá, comunidade! Tudo certo? Acredito que seria interessante ter um campo de envio de e-mails. Ao invés de utilizarmos somente a aba superior de E-mail, teríamos a possibilidade criar, nas fases, um campo de E-mail em que o usuário poderia utilizar um template ou criar do zero.A ideia desse campo, seria similar à ideia de um campo de conexão. Ao criar o campo, poderíamos configurar um template prévio, por exemplo, a ser utilizado neste campo. E desta forma, seria possível utilizar isso como uma tarefa. Então ao invés de termos, por exemplo, um campo de checklist em que o usuário marca uma tarefa “Proposta enviada para o cliente”, nós teríamos um campo de envio de email para o cliente já mandar a proposta com o template correto. Enfim, espero que tenha ficado compreensível a ideia e espero um feedback de vocês. Um abraço!

Forum|Forum|4 years ago

ivan.novofocoPipefy Certified Partner

Sort invoices - newest firstSubmitted

I recently noticed that there was a change in the billing page.Before this change, the most recent invoices appeared first (on the first pages) and now to view them it is necessary to navigate through all the previous pages until you find the last invoice.The suggestion is to order the invoices keeping the most recent ones first. Thanks

Forum|Forum|4 years ago

Jody PolandInspiring

We need the automatic date timestamp field back.Submitted

Previously in PIpefy, if you used the date/timestamp field, it would default to the current time. Now it defaults to 12:00 am and users have to take the time to enter the time. It’s unnecessaryily tedious and time consuming on pipes with a lot of activity and a lot of cards.

Forum|Forum|4 years ago

Eduardo KanoLegend

Automation trigger -> When a card leaves a phaseSubmitted

Hi doers! I’m modeling a new pipe to manage some recurring activities that can be scheduled automatically based on the conclusion of a step of the process. To be more specific when a card leaves a phase.The only action available to the trigger "when a card leaves a phase" is to send an email but I believe we would benefit from a wider range of actions. It would be a great solution to create a new card in the pipe when the main card leaves a specific phase. I tried to configure a field in the phase to trigger the automation but some information and data to set the recurring activity are filled in the same phase and I can’t use it to fill the new card.If anyone has thoughts to workaround this limitation, let me know.

Forum|Forum|4 years ago

arthur-ginder1New Member

Set specific team members as responsible(s) for particular(s) item(s) on a checklist inside a cardSubmitted

Hello, I would like to ask for a functionality that allows to set specific team member(s) as responsible(s) for a particular item on the checklist in a card. It´s specially useful to create fewer card when managing projects or sprints with a team. Asana has this function listed as “sub-task” - https://blog.asana.com/2020/11/asana-tips-subtasks/ Thanks in advance!

Forum|Forum|4 years ago

ass-admNew Member

Searching Cards by ID numberSubmitted

Hey folks!I have a suggestion to get Cards from Pipefy. I would like to suggest that in the search filter, an option to search by ID number be included. Today the search is only carried out. Including this option it would be possible to find the entire history of that Card, to be used in an audit for example. I used the suggestion to generate the report, but the report separates into pages, and it is also not possible to search by ID. I hope I have given you a good idea, and that it will be implemented in Pipefy. It would be very useful for me and certainly for other users.

Forum|Forum|4 years ago

Jody PolandInspiring

Improved Home ScreenSubmitted

It would be really, really helpful to have a much improved main “home” screen where all pipes are visible. Once you get beyond 2-3 rows of pipes, I think my firm is up to 6 or more now, it’s really unmanageable. We need some type of folder or other organizational structure. We would prefer to organize ours by company-defined department names. It is simply too difficult and time consuming to easily find a pipe, especially for users that work in many pipes every day, they have too many that are “favorites”.

Forum|Forum|4 years ago

Sarah LaneBrainy

Enlarge Portal FontSubmitted

The font size for headers and forms in a portal is quite small. Having it larger by default would be nice, but even better would be to have the option to change the font size ourselves based on the amount of content in any given portal or our business preferences.

Forum|Forum|4 years ago

Ezequiel SouzaLegend

Pipefy form is very narrowSubmitted

Hi I don’t know the reasons, but the Pipefy form is very narrow. Is possible to enlarge the form? Thanks.

Forum|Forum|4 years ago

Caio BarretoNew Member

Indicador de e-mail recebido no CardSubmitted

Olá, trabalho com um numero grande de e-mails para autrizações de processos nos Pipes. Porém sempre tenho que abrir o card para ver se algum e-mail foi recebido. Seria muito interessante poder ter essa informação sem ter que abrir o card.

Forum|Forum|4 years ago

Ezequiel SouzaLegend

New feature - Clear field (don't using automation with additional blank fields)Submitted

Hi Designer products Could you create an option to clear fields without using automation and blank fields, please? Thanks.

Forum|Forum|4 years ago

Ezequiel SouzaLegend

Hide or show the tags accordingly to roleSubmitted

Hi The product team could create a way to hide this things below based on role.Permit only Admins to show that for troubleshooting, but hide for member or create a role as user, as someone can’t to change any infrastructure object. This things still permit access for all. Thanks

Forum|Forum|4 years ago

Ezequiel SouzaLegend

New functionality or visual enhancement to Request TrackerSubmitted

Hi PipefyersI would like to suggest a new functionality or visual enhancement that will permit create a page for external users/customer can access to follow your requests using a visual concept of process like a line and points configurable based on your processes like thisYou have 5 phase the visual must be like this:S---------Phase 1------------Phase 2------------Phase 3------------Phase 4------------Phase 5-------------F I hope that could be easier to follow all cards. Best regards

Forum|Forum|4 years ago

joe-seraphinNew Member

Responsive email and phone number on mobile appReleased

In the Mobile App, phone numbers and email addresses cannot be called or emailed, and there is not cut and paste option. Also, ‘sort by’ categories on the web app should be editable.

Forum|Forum|4 years ago

claudiovalverdeInspiring

Use dynamic fields in TO and CC and BCC fields at card email inboxSubmitted

When sending email using Email Templates we can fill the TO, CC or BCC fields with dynamic fields. But it wold be very nice if we could use dynamic fields when sending blank emails from inside the card inbox. Other nice feature would be search all email fields of the card when typing in TO, CC or BCC. That way if we have stakeholders email filled in any card field we could use it.

Forum|Forum|4 years ago

Mary AnnePipefy Staff

PortalReleased

Allow Pipefy users to create Portals where they could add content and forms to their Pipes. This Portal should be publicly accessible through a link and should allow users to share a link with external users.

Forum|Forum|4 years ago

Eduardo KanoLegend

Custom URL for public formsSubmitted

I believe that it could bring some gain being able to customize URL address for public forms like it’s possible for Portals.

Forum|Forum|4 years ago

dgodfreyInspiring

Phase CustomizationSubmitted

I would like to be able to resize the width of my phase buckets and cards, I think it could also be useful if I could color the entire phase rather than just the title. See below for reference:

Forum|Forum|4 years ago

rebeca.venancioInspiring

Move questions between phasesNot Planned

We thought it would be interesting to have the functionality to move questions between phases, whether from the startform to the others, or vice versa, without having to create new ones or delete existing ones.

Forum|Forum|4 years ago

gustavo.lopes.sistemafiepNew Member

Add hyperlinks / shortcuts to cards [and pipes] on pipe [and organization] activitiesSubmitted

Problem / Pain: When you access activities of pipe [Figure 1] and of organization [Figure 2], you can’t directly access a card neither pipe.Figure 1 - e.g. https://app.pipefy.com/pipes/(...) :Figure 2 - e.g. https://app.pipefy.com/organizations/(...) :Then you should copy and search the item (card or pipe), making effort, time, and money losses - the core to reduce in Lean philosophy.Solution / Gain: Simply by adding hyperlinks / shortcuts to cards [and pipes] on pipe [and organization] activities

Forum|Forum|4 years ago

diegoprimerunExplorer

BUG | The list whith the existing records doesn't appears when filling a Connection FieldSubmitted

I am new around here and therefore I am not sure if this is the right place to post this kind of issue.During the use of new Pipefy version (which I am loving), I found a bug (which is more than expected in the beta version ) I have a Connection Field inside my "CONTACTS" Database to search and / or create the company which the contact works for in another Database called “COMPANIES", but when clicking on "Register new lead / company ", it is opening the search field in an "non impracticable" way as shown in the print below: When I click on ‘Search Records”, it opens the list of companies already registered, but without a scroll bar so I can’t browse the list or go to the top where the button to register a new one is usually located, as shown below: I hope I contributed through this notification.Hugs

Forum|Forum|4 years ago

niclasNew Member

iOS Widget with open assigned TasksSubmitted

Hello,I‘d like to submit my idea about an iOS Widget, that displays the amount or the content of open assigned tasks to myself.

Forum|Forum|4 years ago

niclasNew Member

"Keep me logged in"-FeatureSubmitted

Hi,I’m using the Pipefy Beta Website quite often and I’m missing an "Keep me logged in"-Feature. Is this something that the common version offers or is this missing at all?

Forum|Forum|4 years ago

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