Skip to main content

New Portal Improvements

We want to announce two improvements we’ve made to the new portal—that’s right, two improvements! 🚀The first improvement focuses on better organizing the search field results. Currently, the search field returns all forms users can access based on their search input. With this improvement, we better organize the results to distinguish between forms added to the portal and other forms the user can access within the organization. This makes our search more organized and effective! The second improvement is a visual upgrade to the link element. We’ve redesigned the link element to represent the type of shared content visually—for example, a YouTube video, an Instagram page, docs, a Pipefy page, etc. The functionality of the link element itself hasn’t changed. We’re just visually representing the content more elegantly and professionally!How can this feature benefit our clients' processes? 🎉Search: We see the search field as an ally that helps requesters easily find the content they want. Delivering more organized results can positively impact their experience. Link: We’ve received many customer feedback for an icon that better represents shared content. With this improvement, we believe more customers will start using the new portal as the official hub for collecting requests and sharing content with their employees, clients, and suppliers.Additional Information: Both improvements are now available to 100% of our customer base. The improvement of the link element is also available for interfaces. [PT-BR] ⬇Anunciamos duas melhorias no novo portal—isso mesmo, duas melhorias! 🚀A primeira melhoria foca em organizar melhor os resultados do campo de pesquisa. Atualmente, o campo de pesquisa retorna todos os formulários que o usuário pode acessar com base no que é digitado. Com essa melhoria, vamos organizar melhor os resultados, distinguindo entre os formulários adicionados ao portal e outros formulários que o usuário pode acessar dentro da organização. Isso torna a pesquisa mais organizada e eficiente! A segunda melhoria é um upgrade visual do elemento de link. Redesenhamos o elemento de link para representar visualmente o tipo de conteúdo compartilhado—por exemplo, um vídeo do YouTube, uma página do Instagram, documentos, uma página do Pipefy, etc. A funcionalidade do próprio elemento de link não mudou. Estamos apenas representando o conteúdo de forma mais elegante e profissional!Como essas melhorias podem beneficiar os processos de nossos clientes? 🎉Pesquisa: Enxergamos o campo de pesquisa como um aliado para ajudar os solicitantes a encontrarem facilmente o conteúdo que desejam. Oferecer resultados mais organizados pode impactar positivamente a experiência deles. Link: Recebemos muitos feedbacks de clientes solicitando um ícone que representasse melhor o conteúdo compartilhado. Com essa melhoria, acreditamos que mais clientes começarão a usar o novo portal como o hub oficial para coletar solicitações e compartilhar conteúdo com seus funcionários, clientes e fornecedores.Informações adicionais:Ambas as melhorias já estão disponíveis para 100% da nossa base de clientes. A melhoria do elemento de link também está disponível para interfaces.

Sub-portal permissions

If you need to create multiple portals with the New Portal, this message is for you! Exciting News! Sub-portal permissions are now available.We’re excited to announce that we’ve just released individualized permissions for sub-portals. With this feature, you can create multiple pages (sub-portals), each with its own unique access permissions and link. Each page can be a portal tailored to different audiences (employees, suppliers, customers, or applicants) as needed.Key Benefits:More governance for admins: they can now define access and permissions within the New Portal with greater precision; More freedom for doers: each person can edit their own portal safely, without impacting other portals; Individual portal management: each page can be managed as an independent portal; Draft vs. published pages: admins can publish only completed pages while others are still being worked on.We hope it adds value to your operations, and we look forward to your feedback! 🚀 [PT-BR] ⬇Se você precisa criar múltiplos portais com o Novo Portal, essa mensagem é para você! Novidade incrível! As permissões para sub-portais agora estão disponíveis.  Estamos muito animados em anunciar que acabamos de lançar permissões individualizadas para sub-portais. Com esse recurso, você pode criar várias páginas (sub-portais), cada uma com suas próprias permissões de acesso e link exclusivos. Cada página pode ser um portal personalizado para diferentes públicos (funcionários, fornecedores, clientes ou candidatos), conforme necessário.Principais Benefícios:Mais governança para os administradores: Agora, eles podem definir o acesso e as permissões dentro do Novo Portal com maior precisão. Mais liberdade para os responsáveis: Cada pessoa pode editar seu próprio portal com segurança, sem impactar os outros portais. Gestão independente do portal: Cada página pode ser gerida como um portal independente. Páginas em rascunho vs. publicadas: Os administradores podem publicar apenas as páginas concluídas, enquanto outras podem continuar sendo trabalhadas.Esperamos que esse novo recurso agregue valor às suas operações, e aguardamos seu feedback! 🚀

Default Values

When handling multiple requests, every second counts. Imagine being able to automatically populate specific fields or even distribute multiple versions of the same form within a Portal or Interface.Now, you can do that with Default Values! 🎉We’re excited to announce that we’ve just released the Default Values feature for 100% of our user base. Along with it, we’ve also included an improvement for selection fields. With this, in addition to the existing fields (short text, long text, email, etc.), the following fields are now available:dropdown radio select checkboxWhat are Default Values? This feature allows you to prefill one or more fields with specific data. When accessing this form, these fields will already contain the values you choose, such as the user's name or email.How can this feature benefit your processes?Accelerate form completion by automatically prefilling user information. Enable multiple versions of the same form. Enhance searchability for easier requests. Minimize errors in the process.We hope to add even more value to your operations, and we await your feedback! 💫 [PT-BR] ⬇Quando se lida com múltiplas solicitações, cada segundo conta. Imagine poder preencher automaticamente campos específicos ou até mesmo distribuir múltiplas versões do mesmo formulário dentro de um Portal ou Interface.Agora, você pode fazer isso com Valores Padrão! 🎉Estamos empolgados em anunciar que acabamos de liberar a funcionalidade de Valores Padrão para 100% da nossa base de usuários. Junto com ela, também incluímos uma melhoria para os campos de seleção. Com isso, além dos campos existentes (texto curto, texto longo, e-mail, etc.), agora os seguintes campos estão disponíveis:dropdown seleção de única opção checkboxO que são os Valores Padrão? Essa funcionalidade permite que você preencha automaticamente um ou mais campos com dados específicos. Ao acessar esse formulário, esses campos já conterão os valores que você escolher, como o nome ou e-mail do usuário.Como essa funcionalidade pode beneficiar seus processos?Acelere o preenchimento de formulários ao preencher automaticamente as informações do usuário. Habilite múltiplas versões do mesmo formulário. Melhore a pesquisa para facilitar o atendimento das solicitações. Minimize erros no processo.Esperamos agregar ainda mais valor às suas operações, e aguardamos seu feedback! 💫

Data Export Feature for Interfaces

🚀 Data Export Feature for Interfaces 🚀 We are excited to introduce a new feature in the Data Element of Interfaces, allowing Interface Admins to export data directly in CSV format. This improvement empowers users to easily extract and analyze their data outside the Pipefy platform, simplifying data handling and reporting.What's New?Export to CSV: Interface Admins can now export all visible data from the Data Element in a CSV format with just a few clicks. This option is conveniently located in the same bar as the filter options. Email Delivery: After the export is initiated, users will receive an email with a link to download the CSV file. The link remains active for 30 days, ensuring ample time to access the exported data.Use Case (Example): An Interface Admin working on a specific project must analyze data outside of Pipefy. They can quickly export the relevant data in CSV format, allowing them to perform deeper analysis in tools like Excel or Google Sheets.Why It Matters: This feature—together with our filters—significantly enhances the flexibility of data management within Pipefy, providing users with an efficient way to handle large data sets. The ability to export data on demand increases productivity and offers new ways to manage and analyze information from the Interfaces.How to Use:Navigate to the Data Element in your Interface. Click on the Export data button located next to the filter options. Receive an email with a download link to access your CSV file.As always, we appreciate your feedback. Don't hesitate to contact us with any questions or comments! 😄 [PT-BR] ⬇ 🚀 Nova Função de Exportação de Dados para Interfaces 🚀Estamos felizes em apresentar um novo recurso no Elemento de Dados das Interfaces, permitindo que os Administradores de Interface exportem dados diretamente em formato CSV. Essa melhoria permite que os usuários extraiam e analisem seus dados fora da plataforma Pipefy, simplificando o gerenciamento e a geração de relatórios.O que há de novo?Exportação para CSV: Agora, os Administradores de Interface podem exportar todos os dados visíveis do Elemento de Dados em formato CSV com apenas alguns cliques. Essa opção está convenientemente localizada na mesma barra das opções de filtro. Entrega por Email: Após a exportação ser iniciada, os usuários receberão um email com um link para baixar o arquivo CSV. O link permanecerá ativo por 30 dias, garantindo tempo suficiente para acessar os dados exportados.Caso de Uso (Exemplo): Um Administrador de Interface que está trabalhando em um projeto específico precisa analisar dados fora do Pipefy. Ele pode rapidamente exportar os dados relevantes em formato CSV, permitindo uma análise mais detalhada em ferramentas como Excel ou Google Sheets.Por que isso é importante: Esse recurso—junto com nossos filtros—melhora significativamente a flexibilidade na gestão de dados dentro do Pipefy, oferecendo aos usuários uma maneira eficiente de lidar com grandes conjuntos de dados. A capacidade de exportar dados sob demanda aumenta a produtividade e oferece novas formas de gerenciar e analisar informações das Interfaces.Como usar:Navegue até o Elemento de Dados em sua Interface. Clique no botão Exportar dados localizado ao lado das opções de filtro. Receba um email com um link para acessar seu arquivo CSV.Como sempre, agradecemos seu feedback. Não hesite em nos contatar com qualquer dúvida ou comentário! 😄

featured-image

Feature Drop | Novidades de Produto

🚀 Feature Drop 🚀We have amazing updates that will transform the way you manage your processes in Pipefy. Check out what's new in Q3 of 2024 and how these features can further optimize your day-to-day tasks: ✨ Pipesign: You can now manage digital signatures natively within Pipefy. Say goodbye to friction! Simply upload your document, add the signers, position the signature fields, and you’re all set! Everything is automated and secure. Plus, all documents are tracked and stored within Pipefy, eliminating bottlenecks and optimizing your workflows.✨ New Portal with Form Sharing: With the New Portal, you can manage who accesses each form individually, by user or group. This creates a smarter, more personalized experience where each person sees only what they need, simplifying information collection and request sharing.✨ Cascading Filters: Make data entry even easier! With Cascading Filters, when you select an option in one field (like a state), only relevant options (such as cities in that state) will appear in the next field. This ensures your users only see the correct information, reducing errors and speeding up processes.👉 Access now and explore these features!These updates are designed to make your experience even more efficient and personalized. Don’t waste any time—see how Pipefy can transform your work with these new features!  [PT-BR] ⬇🚀 Novidades de Produto 🚀 Temos atualizações incríveis que vão transformar a forma como você gerencia seus processos no Pipefy. Veja o que chegou no Q3 de 2024 e como essas novidades podem otimizar ainda mais o seu dia a dia: ✨ Pipesign: Agora, você pode gerenciar assinaturas digitais de forma nativa diretamente no Pipefy. Diga adeus às fricções! Faça o upload do documento, adicione os signatários, posicione os campos para assinatura e pronto! Tudo é automatizado e seguro. Além disso, todos os documentos são rastreados e armazenados dentro do Pipefy, eliminando gargalos e otimizando seus fluxos de trabalho.✨ Novo Portal com Compartilhamento de Formulários: Com o Novo Portal, você pode gerenciar quem acessa cada formulário de maneira individual, por usuário ou grupo. Isso cria uma experiência mais inteligente e personalizada, onde cada pessoa vê apenas o que precisa, simplificando a coleta de informações e o compartilhamento de solicitações.✨ Filtros em Cascata: Facilite ainda mais o preenchimento de dados! Com os Filtros em Cascata, ao selecionar uma opção em um campo (como um estado), apenas as opções relevantes (como cidades desse estado) aparecerão no próximo campo. Isso garante que seus usuários vejam apenas as informações corretas, evitando erros e acelerando os processos.👉 Acesse agora e explore essas funcionalidades!Essas atualizações foram feitas para tornar sua experiência ainda mais eficiente e personalizada. Não perca tempo e veja como o Pipefy pode transformar seu trabalho com essas novidades!

featured-image

New form permissions available

 The new form permissions are now available! We are happy to announce that we have just released the new form permissions. With this new capability, you can:Choose between three different permissions for forms: restricted to users and/or groups, restricted to the organization, or public. Decide if a restricted form can be added to the portal. Enable request tracking.The New Portal now follows the permissions defined in the forms to display them to users. All users access the same portal, but restricted forms are only shown to authorized users. Additionally, the portal search now returns all forms, even those not added to the portal, while following the rules defined in the form to exhibit it.🔎 Key Benefits:The form will be exhibited to the portal user through the search; The portal will follow the form's permission to exhibit the form to portal users; It's the main feedback received about the new portal (some companies are not using it yet or have not migrated everything through this gap); The experience is better (fragmented parts within the same experience); Form permissions and pipe permissions are being decoupled.We hope you enjoy the news and look forward to your feedback! 😀 [PT-BR] ⬇  As novas permissões de formulários já estão disponíveis! Estamos felizes em anunciar que acabamos de lançar as novas permissões de formulários. Com essa nova funcionalidade, você pode:Escolher entre três permissões diferentes para formulários: restrito a usuários e/ou grupos, restrito à organização ou público. Decidir se um formulário restrito pode ser adicionado ao portal. Ativar o rastreamento de solicitações.O Novo Portal agora segue as permissões definidas nos formulários para exibi-los aos usuários. Todos os usuários acessam o mesmo portal, mas os formulários restritos são exibidos apenas para usuários autorizados. Além disso, a pesquisa no portal agora retorna todos os formulários, mesmo aqueles não adicionados ao portal, respeitando as regras definidas no formulário para exibição.🔎 Principais Benefícios:O formulário será exibido para o usuário do portal através da pesquisa; O portal seguirá as permissões do formulário para exibi-lo aos usuários do portal; Este é o principal feedback recebido sobre o novo portal (algumas empresas ainda não o utilizam ou não migraram tudo devido a essa lacuna); A experiência está melhor (partes fragmentadas dentro da mesma experiência); As permissões de formulário e as permissões de pipe estão sendo desvinculadas.Esperamos que você goste da novidade e aguardamos seu feedback! 😀

featured-image
featured-image
featured-image
featured-image
featured-image

Interfaces for Larger Companies: Expanding the 15 Interface Limit to Meet Your Needs!

Hi Community!We're excited to announce an update to our Interfaces that addresses the needs of larger companies. We have listened to your feedback and recognized that the previous limit of 15 Interfaces needed to be increased for our clients, impacting their willingness to create processes using them.Job to be done:Increase the usage of Interfaces by allowing more flexibility in the number of interfaces a company can create. Enable big companies to create multiple interfaces tailored to their departments or regions.Use case (example):A large company can now create separate interfaces for each department and country, enhancing organization and management. A growing business can upgrade its plan to accommodate more interfaces, facilitating expansion and process efficiency.What was changed?:Starter Plan: 2 Interfaces Business Plan: 20 Interfaces Enterprise Plan: 100 Interfaces Unlimited Plan: We are still figuring out how to implement it. Feel free to contact us about it. After that, there will be 300 interfaces. Interface limits are now dynamic based on the company plan, ensuring better scalability. Reaching the limit will not allow the creation of a new interface.Additional Information:Single Tenants have a limit of 300 Interfaces. If a new plan is created, the default limit is 15 Interfaces 😀 Your feedback is invaluable as we refine and improve the Pipefy experience. Please stay tuned for more updates, and feel free to reach out with any questions or comments.

featured-image

Introducing Interface Local Filter Saving

Hi Community!We’re excited to announce a new improvement designed to enhance the workflow and overall efficiency: the ability to save filters locally in Interfaces.Job to be done:Preserve user workflows by maintaining active filters even when navigating away from the page - the same behavior for the pipe filter. Increase efficiency by eliminating the need to reapply filters upon returning from a record detail. Provide a consistent and personalized user experience by saving filter preferences.Use case:A user applies specific filters to view a subset of records and then navigates to a detailed view of a particular record. Upon returning to the main page, the previously applied filters are retained, allowing the user to continue working seamlessly without interruption.What was changed?:Filters applied by users are now saved locally on their session; If you log out or change the tab, you lose the filters applied. This feature ensures workflow continuity, reduces the need for repetitive actions, and minimizes the risk of errors in reapplying filters.Additional Information:This enhancement is part of our ongoing efforts to improve user experience and productivity. We believe this feature will significantly streamline your daily tasks and improve your overall interaction with our platform. We'll explore the possibility of saving these filters and the ability to share the interface with the filter applied.Your feedback and suggestions are invaluable as we continue to refine and improve the Pipefy experience.💥Stay tuned for further updates, and feel free to reach out with any questions or comments.

featured-image

Exciting News: Our New Portal is Live!

Hello, valued community members! We're thrilled to announce that our New Portal is officially available to all organizations! 🎉After rigorous testing in Beta with some of our amazing clients, we are confident that this significant update will enhance your experience like never before.✨Our New Portal is your one-stop shop for all services, seamlessly aggregating request and service management processes to streamline your workflow.Below are the main capabilities of the new portal: 🔹More customizable: change the portal name, banners, and text colors;🔹 Easier to build as elements are draggable, making portal building simpler and more intuitive;🔹 Highlight frequent forms and create specific pages (sub-portals) to group content by department or subject;🔹 Quick access to help links and relevant documents directly from the portal;🔹 Add images and videos to enrich the portal content and make it more humanized and aligned with the client's identity; 🔹Other users besides the admin/super admin can edit the portal, facilitating collaboration and content maintenance. 🎓To learn more on how the portal works, check the article: 🇧🇷: https://help.pipefy.com/pt-BR/articles/9113800-como-configurar-o-novo-portal🇺🇸: https://help.pipefy.com/en/articles/9113800-how-to-set-up-the-new-portal👉🏻 We count on you to test the  new and send us feedback about the new portal!😃

featured-image
featured-image

Email Received Webhook

Hi Community!We’re happy to announce a valuable improvement: the new Email Received Webhook!This webhook lets customers subscribe to notifications whenever a new email is received inside a card in their pipes.Key Details:Trigger: `card.email_received` Card Info: ID, title, and pipe ID Phase Info: Phase ID and name Email Info: Sender, recipients, subject, and body   Usage:You can subscribe to this webhook to receive real-time updates about new emails in their cards, enhancing their workflow and ensuring timely communication.🔛The article listing our webhooks  and our developers page were updated!🔎Find an example of the payload in the thread below. {  "data": {    "action": "card.email_received",    "card": {      "id": xxxx,      "title": "Draft",      "pipe_id": "qgZwd1Xl"    },    "on_phase": {      "id": xxx,      "name": "Reviews"    },    "email": {      "id": xxx,      "from": "robert@pipefy.com",      "from_name": "robert",      "main_to": "pipe2@pipefy.com",      "to": [        "pipe2@pipefy.com",        "pipe2+ulutma0w@pipefy.com"      ],      "cc": [],      "bcc": [],      "subject": "subject here",      "body": "This is a test",      "clean_text": "This is a test",      "pipe_id": x,      "card_id": xxxx,      "sent_via_automation": false    }  }}⚠Note: For now, the new webhook is not available for Outlook integration.Let’s test this new and provide us your feedback.😃Moving fowards making our platform even more robust!💪🏻

featured-image

Changelog: Update in GraphQL API Error Handling

We're excited to introduce a significant update in how we handle errors in our GraphQL API! This change aims to enhance the development experience by providing a clearer and more consistent framework for dealing with error scenarios. What Changed✨Introduction of the "extensions" Key: Now, each error object in the "errors" array features an additional key called "extensions". This addition allows for including extra information about the error, beyond the basic data like "message", "locations", and "path". Standardization of the "code" Field: Within the "extensions" key, we've implemented the "code" field. This field provides a standardized error code for each type of error, making it easier to identify and handle encountered issues. New "correlation_id" Field: In addition to the error code, we've added the "correlation_id" field within "extensions". This unique correlation identifier aids in tracking and diagnosing problems.  💡Why It Matters:🔹Clarity and Consistency: The new format offers a clearer and more consistent structure for error handling, making it easier for developers to understand and troubleshoot issues.🔹Ease of Error Identification: With the standardization of the "code" field, developers can efficiently identify and handle different types of errors.🔹Improved Tracking and Diagnostics: The "correlation_id" field provides a unique way to track and diagnose problems. 💪🏼We're confident that these enhancements will make the development experience with our GraphQL API even smoother and more efficient.👉🏻 If you have any questions or need further information on how to adapt to these changes, feel free to consult our updated documentation or or leave a comment on this post. We're here to assist you!

featured-image
featured-image
featured-image

Feature Update: Elevating Your Platform Experience

We're excited to announce the release of our latest feature update: the List of Pipes on Groups functionality. Designed to enhance your experience within our platform, this update brings a range of benefits that streamline navigation, improve management efficiency, and simplify group tasks. 🗝Key Benefits: Effortless Access: With the "List of Pipes on Groups" functionality, users can now effortlessly access a group and promptly view all pipes associated with it. This streamlined navigation saves valuable time and provides users with quick insights into their group activities. Streamlined Management: Pipe Administrators will appreciate the enhanced management capabilities offered by this update. From a single, centralized page, administrators can efficiently manage group roles across multiple pipes. This centralized approach enhances control and organization, making it easier to oversee and administer group activities. Simplified Group Management: Adding or removing groups from pipes has never been easier. With the intuitive and convenient interface provided by the "List of Pipes on Groups" functionality, administrators can now perform group management tasks without the need to navigate through individual pipe member pages.✨This simplification streamlines the process and improves overall efficiency. 👉🏼This feature update is geared towards optimizing user experience, enhancing efficiency, and simplifying management tasks within our platform. By providing users with effortless access to group information, streamlining management processes, and simplifying group tasks, we aim to empower our users to accomplish more with ease. Experience the benefits of the List of Pipes on Groups feature update and take your platform experience to new heights.🚀

featured-image

Introducing Service Accounts

We're thrilled to announce the launch of Service Accounts, a powerful new feature designed to elevate your integration experience with Pipefy. With Service Accounts, you gain access to a non-personal user account option, complete with token rotation, ensuring secure and efficient interaction with our platform.Key Benefits Include: Unlimited User Creation: Say goodbye to limitations! With Service Accounts, you can create as many users as needed without worrying about incurring additional seat charges. This means you can scale your operations seamlessly without constraints. Dedicated Management Page: Managing your Service Accounts has never been easier. We've introduced a brand-new interface specifically designed for monitoring and managing all existing Service Accounts. Now, you have complete control and visibility over your integration processes. Organization Specific: Security and organization integrity are paramount. That's why Service Accounts are exclusively tied to your organization. They cannot be added to other organizations, ensuring that your data and processes remain secure and isolated within your environment.   Why It Matters?This feature marks a significant advancement for IT professionals everywhere. It simplifies integration processes, enhances security with token rotation, and offers unprecedented scalability without additional costs. Whether you're streamlining workflows, connecting systems, or automating tasks, Service Accounts empower you to do more, securely and efficiently.📚Learn more about this new feature by accessing the article on the help center.💻And for IT users, access our developers page to learn how to use it. Experience the power of Service Accounts today and take your integration capabilities to new heights. 🚀 💪🏼Empower your workflows. Secure your data. Explore Service Accounts with Pipefy.