Product Updates

What's New?To simplify and enhance your experience, we've made a small but impactful change in the user interface.🔙Previously: The icon representing engine was used for accessing the pipe configuration.🔛Now: We've replaced the engine icon with a primary and clearly labeled button that reads "Edit Pipe."This intuitive change is designed to make it immediately clear to you that this is where you can access and customize the pipe configuration. Why this change?Our aim is always to ensure the user interface is as intuitive and ease as possible.This change was driven by feedback, data and our commitment to ensure you have the effortless experience when navigating through the platform.A clear "Edit pipe" button makes easier to the user to understand where to customize their pipe and understand the value of a customized process.💡 Look out for the "Edit Pipe" button next time you want to tweak or view the pipe configuration!  

 Since launching Company Portals (Private), we've heard from customers about an issue preventing them from adding/opening private forms to their Portals. We're actively working on major initiatives, and addressing this issue completely will take some time. In the meantime, we've come up with a quick fix that's already helping customers. What's changed?Previously, users couldn't open private forms in company portals. Good news: now they can! When you add a private form, it opens in a new tab within the Portals page. While we know there's room for improvement in user experience, our current focus is on other important commitments, and we appreciate your understanding.This solution ensures you can use Company Portals smoothly and securely, even though we have more improvements planned for the future.Available to the entire customer's base!

We are very excited to announce that today we are releasing the Interfaces (BETA).Feature Description: Interfaces empower users to create and share custom Interfaces effortlessly inside their organization, ensuring the correct information is given to the right people, all without coding. With Interfaces, you can manage an unimaginable amount of processes.Use case (examples):Procurement: Add pipes and databases for visibility of cost centers. With Interfaces, analysts can visualize information of an entire area on one page.IT: You can create a centralized Interface for IT managers to see what’s pending and what’s already approved from access management processes, as well as create a customized page for internal clients to check the progress of their requests and act on it if required.HR: Managers can have an Interface centralizing pending action on recruiting processes, promotions, job movements from their employees, and vacation approval all in one place.Users can create an interface for stakeholders to view and interact with their requests only, even if they are not pipe members using the filter “created by email” is “current user.”Change the permission so that each pipe admin can create Interfaces with their processes (permissions coming soon, stay tuned!)It’s possible to add connection fields inside a record detail so users can view and edit the value on a connected card/record. It works like the record detail itself, so admin users can decide which fields to show in the connection and if they can be edited – making it exceptionally flexible and adaptable to each process.👉🏻Here is an article to help you in this first exploration. For what kind of customers?  Interfaces (Beta) is available for all customers. 🔜 We are already developing permissions to Interfaces so you will be able to add more people to customize the Interface and also add users into private Interfaces. As soon as it’s delivered, I’ll let you know.😉Feedbacks are welcome! 😀👇🏼

We are pleased to introduce an upgraded Portal editing experience that aims to enhance the capabilities of our  Admin users. Our ongoing efforts to refine our services have led us to introduce an improved editing interface, designed to provide greater ease and control. This step forward in Portal management aims to provide a more seamless and user-friendly experience.What has changed?We have simplified the process of copying Portal URLs by removing the previous "Share" button, which had some usability issues and a less-than-optimal user interface. The customization of URLs has been made more accessible through the "Edit Portal" feature, addressing previous concerns about its visibility and usability. Available to our entire customer base.Feedbacks are very welcome!😀👇🏻

From now on it’s possible to distribute equally or randomly the demands of your process to the members of your team. For example, whenever a card is created, assign the responsibility of that card to a different person in your team, following an even sequence.Feature Description: Among the action options of the automation, you can select among all the members of the pipe, which ones will be part of the rotation, as well as which strategy the distribution will follow (uniform and random options are available).👉🏼Clicking on “ Automate”, once you select a trigger on the left side, you will see the new action “Distribute assignments (new)” on the right side. To successfully configure it all you need is an Assignee type field, and two or more people in your pipe. Use case (examples):For high scale purchase processes, each buyer will be assigned the same number of requests as they come in; IT tickets and HR requests will also be rotated evenly or randomly among analysts, depending on what the process admin wishes; For sales processes, still ran by customers inside Pipefy, sales reps will get the same amount of leads to work on and build up their commissions fairly;For what kind of customers? All customer base.Feedbacks are welcome!😉👇🏼

Job to be done: Give easy access to start form in cards with many parent cards;Use cases (example):HR process with many candidates connected to a single card;Feature Description (What was changed?): if the card has more than 3 parent cards, the card will be opened with the connected cards part collapsed.For what kind of customers? Available to all organizations  

From now on, the email confirmation window will no longer be required to access the public phase form (task)!🗣Some feedbacks from customers about it:For those who have a Pipefy account: it wasn't nice the needs providing the email again because the user is already logged in.   For those who have not logged in: too many steps for authentication, and some users reported getting lost in the email verification flow.  Use case (example):A manager needs to interact with a vacation approval through the form and even logged in to Pipefy needs to confirm his email to access the task.  🔙Previously: after clicking on the task (or public phase form), the user needs to confirm the email and then is redirected to the form. 🆕New: after clicking on the task, the user is redirected directly to the form. Notice: If the user doesn't have a Pipefy account and interacts with the phase form by clicking on the email link, the email address provided will be stored in a cookie for 72 hours. This means that the user won't have to re-enter the email address during this time to access the public phase form.For what kind of customers? All customer base.

To give administrators more flexibility when setting up Recurring Activities automations, it is now possible to set them up so that they occur every 30 minutes! Use cases:Needing broken hours as rules for some precesses: Sending forms to their stores at 12:30 pm; Rules of moving some cards at the end of the working time to a phase. Some people weren’t able to use our recurring activity automations because we only allowed full hours (00:00, 01:00, …);Feature Description (What was changed?): Right now, when selecting to perform a recurring activity Every day, Every week, or Every month, users will be able to select the time of every half hour (00:30, 01:00, 01:30, …);For what kind of customers? Available to all organizations.

The improvement is: Export Org Members List! Managers want to download report of active users and we make it possible!Feature Description: From now on, Org Admins and Super Admins will be able to download report of users on the organization by themselves.What was changed? The admins now can see a download button into members page.For what kind of customers? All customer base - available for Org Admins and Super Admins.

We've just released a notification badge in the global navigation bar. This notification badge aims to indicate the number of pending tasks.Be notified when receiving a task, eliminating the need to check email or open the task area several times to check for pending tasks (less dependency on other platforms like email) Know how many pending tasks are open without having to open the task areaUse case (examples):A manager that only finds out that there is a vacation request to be approved when is charged by his employee who is waiting for the answer. A Finance Analyst who needs to notify the manager manually (sometimes using other platforms like Slack, Teams, etc) about the task because the manager doesn't have a simple way to find out.Feature Description: A notification badge on the global navigation bar that represents the number of pending tasks.For what kind of customers? All customer baseFeedbacks are welcome!

We are thrilled to share some exciting news about our continuous efforts to enhance our Branding capabilities!Now, users can personalize their Home pages with Unsplash images, Basic Colors, or Custom images.This empowers users to create a professional and personalized platform while we're maintaining  product consistency. More options, more possibilities! Feature Description: Ability to choose from a variety of options, such as Unsplash images, Basic Colors, or Custom images, to customize the Home pages (Tasks/Portals and Requests). This empowers to create a visually stunning and tailored user interface, offering a unique and professional representation of our brand within Pipefy.What has changed? The same Modal previously available only in the Create and Edit portal area is now available on the Home page as well!For what kind of customers?  Available to the entire customers' base

We are thrilled to announce a new feature that adds even more flexibility and personalization options for our users within Pipefy. Now, users can upload their own images and choose them as the background for their Portals, creating a truly unique and branded experience.This update is a game-changer as provides an excellent interface for employees, suppliers, and other stakeholders. By allowing users to customize the background image, they can now easily identify Pipefy as an official company tool, reinforcing their brand presence. What has changed?Previously, our users were limited to choosing from Unsplash images or basic colors as background options. However, with this empowering update, we have expanded the possibilities. Users can now upload their own images, enabling them to truly make their Portals reflect their brand identity and individual style. This change empowers our users to create a more personalized and engaging experience for themselves and their stakeholders. For what kind of customers? Available to the entire customer base

We've just released the following improvements on the forms Thank You page (exhibited after submitting the Public Form and Public Phase Form)Pipefy's branding became configurable  -> This allows the admin to define whether Pipefy's logo and promotional will be presented on the thank you page.   The Pipefy's name was replaced with the company name in the default thank you message -> This allows the default thank you message to be presented in the company's name.  Feature Description: Improvements on the forms Thank You page to turn Pipefy's branding configurable.What was changed? In the Start Form edition, when accessing "Public View" an option "Pipefy's branding" will be available.For what kind of customers? The admin does the configuration and will be presented to everyone who submits a public or phase form.  

This new allow pipe admins to have different SLAs for demands on their processes, while maintaining these SLAs accounting for weekdays only.Use case (examples):Purchase process: Applying rules of due date like: Urgent purchases - 5 weekdays, Normal purchases - 10 weekdays; HR request: Applying rules of due date like: Vacation request - must be approved on 3 weekdays, Address update - can be completed up to 5 weekdays;Feature Description:When you turn on the option “Alerts will count from Monday to Friday” inside pipe settings, this will reflect on the 3 types of SLA we have today:> Expired alert (maximum time (SLA) for a card to be finished in the pipe)> Late alert (maximum time (SLA) for a card to stay in a phase) > Overdue alert (limit date for each card to be finished (based on the Due date field))Besides the due dates filled by automation or autofill consider only weekdays, people filling a due date manually won’t be able to select Saturdays nor Sundays. It will be blocked to click on them either on a field (on start form, phases, public form, public phase form) or at the card’s attribute.What was changed?Before, when setting up a relative date automation (or autofill) it would account for all calendar days in any scenario. We also added more contextual help on tooltips when setting this up, to make the behaviors clearer for customers.For what kind of customers? All customer base.

Now managers will have more visibility on how theirs teams are using and extracting value from Pipefy.Feature Description: From now on, Org Admins and Super Admins will be able to see the last time each user of the company accessed Pipefy. They will be able to check this info on the organization members page, as shown on the screenshot below.Users also will be able to retrieve this information through our api , by hitting organizations->members query.What was changed? This information wasn’t available before, our customer facing teams had to download and send a report about this every time a customer requested it.For what kind of customers? All customer base - available for Org Admins and Super Admins.  

Making it easier for the guests to find and prioritize tasks from specific processes.😀Use case (example):If a manager has approvals from reimbursement, recruiting, and vacation process to solve, but approvals from recruiting need to be done first (urgent or higher priority), it's possible to apply a filter to show only approvals from the recruiting process.Feature Description: Provide to the user the ability to filter tasks by process (pipe).What was changed? When accessing the Task Area, a filter by pipe (process) will be available to be applied.For what kind of customers? All customer base 

What was released: Customization of the logo, background, title and description on the Portals home, Requests, and Tasks home screen.Use cases examples: Companies want to apply their branding so that members and guests feel safe on the software and to build a stronger relationship with them.For what kind of customers? All customers. 👉🏼[Update] Now, you can open the Customize sidebar in every single page, from Portals to Tasks; You are able to choose different title and description for each tab; We also fixed some bugs and made some improvements;  For any feedback, leave a comment for us!😀

 We believe that with being easier to find the Flow feature, new users will understand faster the overview of the pipe. In this way, they have full visibility at once of all pipe’s phases and its fields, as well as the possibility of using Automation and other relevant features.What is new? Instead of finding the Flow on “Settings”, now users will find it on the pipe’s header, on the left side of “Kanban” (as you can see on the image below).For what kind of customers? All customers. Any feedback, feel free to leave your comment below!😉

More automation actions available for when a card leaves a phase to give more flexibility for pipe admins when setting up automation rules inside Pipefy.Use case:Performing any automation action based on the card leaving a specific phase. If a purchase process business rules consider the request approved when the card leaves the approval phase with a field value condition, this can now trigger any automation inside the process;[Real use case] I need to update a field when a card leaves a specific phase. There are a lot of different phases the card can go to with different conditionals, so it would be way easier to update the field based on the card leaving the phase. Feature Description:All possible automation actions are now available for the trigger “When a card leaves a phase”;What was changed?Since the migration of email templates to automations, the action “Send an email template” was the only one available for the “When a card leaves a phase” trigger, now all other actions were released;For what kind of customers? All customer base.For any feedback, feel free to reach us out!😉

Currency field ensure that monetary values are accurately represented, including decimal places and currency symbols, providing a clear understanding of the amount.Use case (example): Global companies with customers in different countries managing their contracts/renews in various currencies; or companies with employees in different countries asking for reimbursements in their respective currency.Feature Description: The currency field used to be linked with the user’s language, which brought up a few problems: admins couldn’t select which currency to use in a field, inconsistencies, and the same field appearing with different currencies in the same process (depending on how each user selected their language).What was changed? From now on, it’ll be possible to pre-select the type of currency will be used in each currency field — we have  about 120 currencies available! 🚀For what kind of customers? Admins // Managers of Finance, Procurement or HR operations.👉🏼It’s a pleasure to announce that one of the most requested ideas was deployed to production! 🚀 It’s been released already, and all customers who use currency fields will be communicated so they can change their current currency fields to the new version.For any feedback, feel free to reach us out!😉

As a user of the Shared Inbox, it is crucial for the user to track the emails exchanged throughout the process. It would be convenient to have a functionality that allows the user to easily view and monitor email cards that are specifically associated with a particular phase.👉🏼Feature Description: In order to enhance the email tracking experience for a particular phase or stage of the process, we have introduced a new feature - a user-friendly filter by phase. This feature allows users to easily filter the email list to view only those emails associated with cards that are currently in a specific phase.🤔What was changed? In the Shared Inbox view, a new update has been made. Users will now find the filter by phase option conveniently located at the top of the email list. This improvement enables easier access and utilization of the phase-based filtering feature.👥For what kind of customers? Available to all users in the logged area using the Shared Inbox view.Any feedbacks, let us know! 😉

We have a new release in the area!😃We are now making it possible for companies to identify who did what on Pipefy via API. For example, who created a card, or who updated a field.👉🏼Use cases (example):It can be used for auditing processes, for example, where companies will be able to update/generate reports with detailed information regarding dates (already possible today on automations) plus people information (new) who approved a given reimbursement request or position opening;    It can be used to present a ‘ticket summary’ showing the Approver name and Approve date & time on finance processes;  👉🏼Feature Description: The response payload for the card.created and card.field_updated webhooks were just enriched with the user’s info (who performed the action).👉🏼What was changed? Before, we didn’t send any information regarding the person responsible for generating that trigger. Now, the data highlighted on the images below will be sent on the payload so it can be used in integrations involving these webhooks.👉🏼For what kind of customers? All customers using integrations will be able to extract value from this improvement. 📄Access here our updated documentationAny feedbacks, let us know! 😉

Hello, Community! I hope you are all doing well. We've received some feedback about it not being clear the difference between open and done tasks in the task area. To improve the experience when solving tasks, we've just released an improvement in the tasks area, which allows organizing tasks into tabs (pending and done tasks).So, from now on, all open tasks will be exhibited in the pending tab, and all completed tasks will be present in the done one. See the image below:  Read more about it here.It will be a pleasure to receive your feedback. Please feel free to reach us! Thank you,Priscila Rodrigues

Hello everyone!! 🗣 We are thrilled to announce that we are releasing the first version of Branding! 🎊 Our goal is to deliver an amazing experience to the Admins and Super Admins customize their Portals, we know it's super important for them to be empowered to customize the tool according to the company branding from the login page until the portals page to allow the company employees identify the tool as an official company too.  In this first version, we are adding the static sidebar on Portals, as the same we have on Requests and Tasks. At this moment, they are not able to choose a different background and the Logo is chosen from Account Preferences.  We've already started working on other versions to provide greater customization possibilities. How does it work? Take a look at the image below: Availability: It is already available to the entire Customer base!All feedbacks are super welcome! If you have any question, please reach out! 🚀 

Hello, Community! I hope you are all doing well. We've received a lot of feedback from our users asking to disable the need to inform an email address to access the public phase form or at least an option to turn it configurable. Since not every process requires this level of authentication, we are releasing the option to configure at the phase level the need to provide an email address to access the public phase form. 👉 What changed?Previous behavior: Once authentication is enabled, the users need to enter an email address and execute the verification steps to be able to access the public phase form (not configurable). New behavior: Administrators can configure which phases they want the users to inform an email to access the public phase form and which ones don't. This configuration can be done through the advanced options (phase settings) or via phase sharing in the card.  We are eager to have you use the feature and give feedback. Please feel free to reach us! Thank you,Priscila Rodrigues