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Is there a way to make the pipefy filters stick?Each time I refresh the filter disappears, and you have to click refresh to show the new cards just created. This wastes a lot of time.Solutions:Could we have cards not disappear when you move them to a new phase? and them appear live when you create them? This would avoid having to refresh and losing the filters

I would like to import data that fills fields across multiple phases for new cards. I.e. one row of data would be used to create a new card and also fill in data for other phases of that card at the same time - not just the start form. When I am importing data, the importer tool allows me to select these ‘extra’ fields outside the start form, but I get an error each time I select them and then attempt an import. If I only import data only for fields in the start form, then I can create cards without any problems. Am I doing something wrong or is this not possible to do right now?

Hello Doers,Is it possible to customize the cards ID? For example, to give a prefix code like ABC0001.

Preciso tirar uma dúvida: dois setores internos, dentro de uma mesma org, mas que precisam se comunicar entre sí. Ao criar o campo “conexão”, o pipefy me da a oportunidade de fazer essa conexão. Perfeito, O problema está em caso essas duas orgs devam tratar do mesmo assunto mais que uma vez. como orquestrar isso? e em termos de sla? pq teremos mais que uma inda e vinda do card entre kanbans. Isso é muito urgente. __________________-I need to ask a question: two internal sectors, within the same org, but that need to communicate with each other. When creating the "connection" field, pipefy give me the opportunity to make this connection. Perfect, The problem is in case these two orgs should deal with the same subject more than once. how to orchestrate this? and in terms of sla? cause we will have more than one in and out of the card between kanbans. This is very urgent.  Tks! 

I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

I would like to update a connected pipe’s field when another field is updated. I can automatically choose a fixed field value from a connected pipe, but I cannot update any fields for the connected pipe with this automation. I’m wondering if I’ve missed something here or I’m choosing the wrong options? I’m currently using the ‘A field is updated’ - ‘Update a field’ option set for the automation. Any help is greatly appreciated.

how can I start different phases at the same time created from an initial phase.example: I have a detachment process in which I have to perform different tasks by areas, and each area has its assigned phase, how can I make them all start their phase without depending on the previous phase.what is required is that when entering the preparation phase, all the required phases can be triggered at the same time.

can you create a connection from an initial card to different phases with different people in charge of those faces and when each person finishes the assigned task it goes to a last phase?

Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

Hello,I really need to download a lot of cards attachments to create an offline backup.I have tried creating a report of the cards and using it with wget to download the files. But after downloading a couple of files (something between 4-7) i get an 401 error.So i tried using GraphQL API to get the attachments links but i get the same error after downloading some files.Is there a way to mass download the cards attachments? Or download everything that i have in a Pipe?Thanks!!  

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification 

 Hi! I’m trying to recover one specific info from a POST that i’ve done.import requestsimport jsonurl = "https://api.pipefy.com/graphql"payload = {"query": "mutation {exportPipeReport(input: { pipeId:\"XXXXX\", pipeReportId: \"XXXXX\"}) {pipeReportExport {id}}}"}headers = { "Authorization": "Bearer XXXX", "Content-Type": "application/json"}response = requests.request("POST", url, json=payload, headers=headers)data = json.loads(response.text)Id_relatorio = data['data']print(Id_relatorio)I’m using python 3, but i can only recover the entire data: { "data": { "exportPipeReport": { "pipeReportExport": { "id": "302968765" } } }} Do you have any idea how to manipulate the returning JSON, with python, in o

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team?  For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

Background:I have an automation that gets Assignees from an Assignee field and add them to a different Assignee FieldProblem: When there is more than one assignee in the first field, it seems to break and does nothing It doesn’t seem to be able to handle the Assignee array / only single assigneesExample Use Case:Using assignee fields like this with automations can help to centralize permissions in one place by team or other grouping (e.g. the “TEAM Members” database) You can then allocate those assignments to cards in any other pipe.

Hi,I am evaluating Pipefy because I have a complex IT services business.I have seen how Pipefy can cover most of my use cases.This use case is different: I would like to implement a checklist based knowledge base.I explain: people can have a portal where they can search for a card.Each card solves an IT problem (“disk full problem”) and it has a description text of the problem, one or more links to external documentation and a checklist.Cards can be combined: “finished space problem” can have “inside” the cards “disk full” and “email full”Basically a standard knowledge base has these problems:checklists are better than a long document to read checklists can be assigned to IT staff as a work to doHave you some ideas on how I can implement this thing with Pipefy?Thanks,Mario

Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.

Will Pipefy implement italian translation?What can I do to help?Thanks,Mario

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks.   What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses.   Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the aut

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

How can we filter the Pipefy Database when connected to a field on start form?

Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field v

Hello together, is it possible to create   for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ?  I do need this information for my Bachelor thesis. thanks in advance.  best regards

I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form. Any thoughts on how to do this?