- - Knowledge base
Products Updates
Ideas
Events

Need help? Talk to a Pipefy specialist during a Q&A session in English, Spanish and Portuguese

3 months ago

Home
Search

Replies posted by Ezequiel Souza

720 Replies

Newest first

luana-fariaNew Participant

asked in Pergunte à Comunidade

Não consigo usar o pipe

Luana-Faria, bom dia. Eu só uso o Pipefy em Chrome e não exige nenhuma extensão. Funciona perfeitamente.Sugiro uma limpeza do cache do navegador e reinício do Chrome e testar o acesso. Espero que funcione. Ezec

genietimPipefy Legend

asked in Ask the Community

What does the "E-Mail delivered" checkmark actually mean?

Hi Genietim This status is to confirm that the e-mail was delivered into the mailbox’s recipient.Suppose that the mailbox doesn’t exist will be appeared a cross red that means don’t delivered.Main causes for that could be:Mailbox doesn’t existWrong E-mail addressDeliver E-mail system unavailable Best regards.Ezec

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Email template with unwanted spaces

Hi Genietim I got it. But the problem is: I have 90 templates to fix one by one!I didn’t this issue before the problem (had) mentioned by you, this appeared after that. Thanks

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

📢 Customers Testimonials | Why Pipefy?

Hi allWe implemented Pipefy to managing customer’s demands. After some time using it, we accomplish targets like: Follow-up the demands and attendees, identify bottlenecks, measure performance, brought visibility to customer to follow the their demands.Our processes became effectiveness and brought sustainability in terms of delivery.The leadership is very satisfied with visibility and proactive plans to improve process before to become a bad situation. All of this was possible by Pipefy. Now we are building a new process to change management and the expectatives are high! The support from Pipefy’s team have making difference and help us so much to get results. Thanks Pipefy.

Juliana SpinardiPipefy Staff

published in Pergunte à Comunidade

📢 Depoimentos de Clientes | Por que a Pipefy?

Olá a todos. O uso do Pipefy para Gestão de Demanda nos trouxe maior organização. mais visibilidade de desempenho, agilidade no atendimento, registro das atividades, elaboração de dashboards para análise de indicadores e melhores tomadas de decisão sobre pessoas, processos e melhorou muito a satisfação dos nossos clientes. Estamos ampliando o uso da plataforma para gerir outros processos para obtermos resultados cada vez melhores e mais ágeis. A parceria com a Pipefy é muito madura e frutífera e tem trazido resultados consistentes e duradouros. Abraços

Ezequiel SouzaPipefy Legend

asked in Ask the Community

New feature to Turn-off Required field of form to do changes in the Automation

Hi NaokiAll of them, because always that we have to change something about automation and there is required field it’s mandatory remove the flag “this field is required”, do the change in the automation and bring back the flag as it was.When you have many fields it’s become a nightmare. Thanks.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

The Request Tracker doesn't permit that user see attachement?

Hi LucasIf your process run only one process and you pay $ 19 good for you. In my case I have running almost 1000 jobs month.I think that I’ll spend much money for a basic feature, once that the Pipefy designers had put almost all type of data except the attachment in the Request Tracker. Thanks for suggestion.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

The Request Tracker doesn't permit that user see attachement?

Hi Lucas, Unfortunately Pipefy has been providing solutions that it’s missing basic features and after that tell us to use paid solution.Disappointing! Thanks

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Due to calculation

Hi Lucas, Unfortunately I’m very disappointed with Pipefy. There some issues so basic and the way to fix it is using third-party solution involving more costs. Maybe I need to review the continuity of this platform. Thanks.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Due to calculation

Let the screenshot

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Due to calculation

Hi Lucas, You ideia sound good, but I didn’t find any option in the Automation that permit identify which day is today to be used in my logic. Could you tell me how to do this, please? Thanks.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Due to calculation

Hi Eduardo, Additional details The services has SLAThis is calculated using a automation based on created datetime add 5 days, but can’t in count Saturday and Sunday. Best regards.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Due to calculation

Hi Eduardo. Yes I had configured as mentioned, but this is applicable for Expiration Alert I’m talking about the for each card that I have a due to to get doneBest regards.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Copy cards from Pipe to another Pipe using automation

The Requester Tracker there limitation like:Doesn’t permit use connected fields Doesn’t permit customize the text for different users. Doesn’t permit customize which information you want show to user.My question/suggestion is to create an automation that permit copy from Pipe (using automation) all cards based on criteria and paste to another pipe that I’ll configure as read-only to permit users following their cards and latest status.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

Copy cards from Pipe to another Pipe using automation

Hi Ezequiel! You can use an automation to create a connected card on another pipe by when entering a phase, or set an recurring activities to move selected cards to a phase where it creates a new card on this pipe. However, only paid users can access the pipe, even with read only permission, so even with the automation to clone the cards, the user can't acess the pipe to see the cards. This is something that the Request Tracker might help, we still in the first version of this tool, but we have plans to improve it soon. https://help.pipefy.com/en/articles/4363488-follow-the-status-of-cards-you-create-in-public-forms-through-the-request-tracker The Requester Tracker there limitation like:Doesn’t permit use connected fields Doesn’t permit customize the text for different users. Doesn’t permit customize which information you want show to user.My question/suggestion is to create an automation that permit copy from Pipe (using automation) all cards based on criteria and paste to an

Juliana SpinardiPipefy Staff

published in News and Announcements

Requesters can now keep track of the status of their cards with the New Request Tracker 🔎News

Hi Unfortunately this Solution is not working to us. Request Tracker:Don’t permit use connected fields (like email already registered) Don’t permit customize the texts and fields for differents users Don’t permit configure which fields that you want to provide more details about cards.Is there timeframe to improve this feature? Thanks

Ezequiel SouzaPipefy Legend

asked in Ask the Community

The Pipefy can’t upload pdf file into attachment field?

Hi You are right I thought that this restriction support PDF as well.I removed that now is working. Thank you.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

The Pipefy can’t upload pdf file into attachment field?

Hi I chose other ones: Anyone is working.

Ezequiel SouzaPipefy Legend

asked in Ask the Community

The Pipefy can’t upload pdf file into attachment field?

Hi.I didn’t configure nothing about restriction.When I tried to add ,pdf file is appearing a error message below:This file has a format that don’t be accepted.Where can I configure this? Thanks

Ezequiel SouzaPipefy Legend

The automation list could be shown in alphabetical orderSubmitted

It will be great!!! When we will have this done??

1
...
26
27
28
29

Page 29 / 29

Community Experts Leaderboard

Powered by Gainsight

Terms & Conditions Cookie settings

Sign Up Now!

Already have an account? Login

Login with your Pipefy credentials

or

Username *

Company's email *

Phone Number

Department *

Are you already a Pipefy user?

(Private)

Only you and moderators can see this information

*

Yes Not yet

Job Title *

Company *

Company's Size *

Country *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Join us in the Pipefy Community! 🚀

No account yet? Create an account

Login with your Pipefy credentials

or

Username or Email

Password

Remember me

Forgot password?

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Eficiência impulsionada pela IA

Company

Success stories

Ethics and Compliance

Products

HR Service Delivery

Custom Workflows

Platform

Business Solutions

Process Management

Service Management

Help & Support

Pipefy Community

Resources

Guides and E-books

Events and Webinars

Process Improvement 101