Replies posted by marcosmelo

940 Replies

producto
productoNew Member
asked in Ask the Community

Do I have a limit on card creation in a pipe?

Hi, @producto See this topic that helps youFrom what I read, the support staff reported that Pipefy has a known BUG for pipes that reach around 80 thousand cards. I don't know if this is official

3
natalia-manffre
Pipefy Staff
9 days ago
T
TMZNew Member
asked in IT Operations

How to display 2 results from 2 different columns on the database on a card

Hello, @TMZ  See this article helps you. 

4
Lucas Democh
6 days ago
T
TMZNew Member
asked in Ask the Community

Display 2 results from 2 different columns on the database on the same card

The database has user details Name|Email|CellNumber - 3 columns.  How would you display Name & email together with one selection & one card. Currently I have to search for Name in one field & then search for matching email in the next field.  Hoping to search for name & it automatically populates 7 displays matching email Hi, @TMZ See this article helps you  

8
marcosmelo
9 days ago
Lais Laudari
Community Manager
Lais Laudari
published in News and Announcements

Share your App Integration Ideas!News

wow, great news. I'll post my list soon 😀

232
Ezequiel Souza
15 days ago
T
TMZNew Member
asked in IT Operations

How to display 2 results from 2 different columns on the database on a card

Hi, @TMZ !Could you give more details than you need? 

4
Lucas Democh
6 days ago
T
TMZNew Member
asked in Ask the Community

Display 2 results from 2 different columns on the database on the same card

Hi, @TMZ Could you give more details than you need?

8
marcosmelo
9 days ago
carlosguedesjr
carlosguedesjrNew Participant
asked in Pergunte à Comunidade

Integração com Google Fomulário

Oi, @Adail Viana Neto No Pipefy não tem a opção de paginação fórmulario.Você pode dividir isso no Pipefy por fases, link público de fase ou condicionais, mostrando os campos de acordo com a necessidade.

4
marcosmelo
16 days ago
marcosmelo
marcosmeloPipefy Legend

Opção Desativar membro sem perda de informaçõesSubmitted

Obrigado, Rodrigo 

3
marcosmelo
17 days ago
robertacsmailbiz
robertacsmailbizNew Member
asked in Pergunte à Comunidade

Plano FREE

Oi, @Adail Viana Neto  O Pipefy possui Plano especial para Pequenas EmpresasFaça mais com menos automatizando processos em toda a empresa. Sem complicação. Sem código.Até 90% de desconto comparado ao preço normalAcesso a todas funcionalidadesIntegração com mais de 500 outras ferramentasTrilha de conhecimento personalizadaSuporte especializadoCapacitação do seu time na plataformahttps://www.pipefy.com/pt-br/precos/ Veja também sobre contas de serviço Criação ilimitada de usuários: Diga adeus às limitações! Com as contas de serviço, você pode criar quantos usuários forem necessários sem se preocupar com cobranças adicionais de permissão. Isso significa que você pode dimensionar suas operações sem problemas e sem restrições.https://community.pipefy.com/novidades-81/apresentamos-contas-de-servico-3661  O legal é voxe entrar em contato com o comercial do Pipefy que eles tiram essa e mais dúvidas pra você 

6
marcosmelo
17 days ago
mark-theotcentre
mark-theotcentreNew Member
asked in Ask the Community

Clarify "connected card" and "parent card" terminology on Pipe Connections

Hi, @mark-theotcentre These items in the advanced menu work together with any automation you create, for example:Automation  This way, you can enable the options necessary for you. 

1
marcosmelo
19 days ago
mark-theotcentre
mark-theotcentreNew Member

Conditional FlowsSubmitted

Hi, @mark-theotcentre Great, I hope you can solve these questions with the tips.

7
Rodrigo Subirá
Pipefy Staff
17 days ago
Erik Santanna
Erik SantannaNew Member
asked in Pergunte à Comunidade

Relatórios a partir de dados do Database

Caso queira criar apenas relatorio de um pipe especifico, o artigo é esteNesse caso de relatorio, voce consegue obter campos de databasem caso eles estejam conectados e preenchidos no form.O que são relatórios do pipeSaiba o que são relatórios do pipe e como podem ser usados para acompanhar os resultados do seu processo.https://help.pipefy.com/pt-BR/articles/619293-o-que-sao-relatorios-do-pipe 

4
Lucas Democh
20 days ago
Erik Santanna
Erik SantannaNew Member
asked in Pergunte à Comunidade

Relatórios a partir de dados do Database

Olá, @Erik Santanna  Veja esse artigo de como criar relatorios para empresa. Lembtando que nesse relatório não mostra todos os campos dos pipes, mas agrupa diversos pipesComo criar relatórios da empresaAnalise a performance de dois ou mais pipes em um mesmo lugar.https://help.pipefy.com/pt-BR/articles/1723103-como-criar-relatorios-da-empresa

4
Lucas Democh
20 days ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Novidades

Curso Potencializando ProcessosNews

👏👏👏👏

262
Ezequiel Souza
21 days ago
resendecristovao
resendecristovaoNew Member

Convidado gratuito somente leituraReleased

Ola, @resendecristovao Se não me engano, acho que membros somente leitura não são cobrados, mas acho melhor voce verificar com a equipe de suporte

3
Rodrigo Subirá
Pipefy Staff
17 days ago
Lais Laudari
Community Manager
Lais Laudari
published in Novidades

Estatísticas de uso: Gráfico anual de consumo de automaçãoNews

👏👏👏👏👏

42
marcosmelo
22 days ago
mark-theotcentre
mark-theotcentreNew Member

Conditional FlowsSubmitted

Hi, @mark-theotcentre In this case, you need to create conditions that follow the logic you need.Take a look at these conditional articles. What are field conditionals?Show or hide specific fields in a form according to specific answers so that users can complete requests faster.https://help.pipefy.com/en/articles/1740887-what-are-field-conditionals How to create waterfall conditionalsMake forms and phases even more concise and allow multiple items to be added at once.https://help.pipefy.com/en/articles/6584774-how-to-create-waterfall-conditionals How to hide fields on forms with conditional rulesShow or hide specific fields in forms when a person selects a particular option.https://help.pipefy.com/en/articles/1740888-how-to-hide-fields-on-forms-with-conditional-rules How to set up automation conditionsDefine the conditions needed for your automations to run.https://help.pipefy.com/en/articles/781403-how-to-set-up-automation-conditions  

7
Rodrigo Subirá
Pipefy Staff
17 days ago
mark-theotcentre
mark-theotcentreNew Member
asked in Ask the Community

Field Conditionals need to recognise 'current user'

Hi, @mark-theotcentre 1 When editing the connection between pipes, there is an option where you can map fields between the parent pipe and the child pipe, or parent card and child card. Option Auto FillHow to autofill fieldsAutomatically fill cards or records with information from other pipes or databases.https://help.pipefy.com/en/articles/1303264-how-to-autofill-fields In this edition, you map the fields that will receive the phase status. Just select the target field and choose "Current Phase"This way, we can know the stage at which approval was selected   2 To send the approval message, you can create email templates using dynamic fields in your message and creating standard phrases for the requester to know the statusCreate, edit and send email templatesLearn about email templates and how they help establish a smarter, faster, and standardized communication flow.https://help.pipefy.com/en/articles/4378163-create-edit-and-send-email-templates

5
marcosmelo
22 days ago
Lais Laudari
Community Manager
Lais Laudari
published in News and Announcements

Usage Stats: Automation Jobs Consumption Anual GraphNews

A new feature update in our Usage Stats: the Automation Jobs montly consumption graph! As a result, you can easily see how you've utilized automation jobs over the last 12 months in comparison to your monthly quota. 🔑Key Highlights:Yearly Overview: Get a quick glance at your automation jobs consumption trends for the whole year in one nifty graph.Quota Check: See how your consumption stacks up against your monthly quota.Dig Deeper: Zoom in and out to dive into consumption patterns.Smart Decisions: Use this info to tweak your resource usage and budget like a pro.   This feature is now available to all our customers! Your feedback are welcome! 😉 👏👏👏👏

244
Lais Laudari
Community Manager
22 days ago
mark-theotcentre
mark-theotcentreNew Member
asked in Ask the Community

Parallel Flows

 Yes, parallel phases would help a lot, and I hope the pipefy team pays attention to thisAs for creating a database connection with forms.In the case of connecting to the entire pipe process in question, when you create the connection, it will be available in the Card header at any stage of your process, in the example below, I created a connection to an employee database.1  2  3see that after saving the connection it will be available in the drop-down menu4and whenever you open any card at any stage, you can insert information from this database by clicking on it and choosing the necessary record  In the case of creating a field connected to a database, it will only be available in the phase/form in which you define it. which can be in the initial form or in the phase settings, see:Initial FormSelect the database connection field and define the parameters When opening the initial form, the field will be there Or you can create this connection just for a specific phaseSee:   So, in sum

3
marcosmelo
22 days ago
mark-theotcentre
mark-theotcentreNew Member
asked in Ask the Community

Field Conditionals need to recognise 'current user'

Hi, @mark-theotcentre Unfortunately when it comes to creating flows like this, there are no videos on the subject, but there is the option to create them with the help of AI Pipefy: How to use Pipefy's artificial intelligence to create the perfect processes for youPipefy's artificial intelligence tool can help you create processes from scratch and recommend workflow optimizations.https://help.pipefy.com/en/articles/8506952-how-to-use-pipefy-s-artificial-intelligence-to-create-the-perfect-processes-for-you 

5
marcosmelo
22 days ago
junior-kloh
junior-klohNew Member
asked in Pergunte à Comunidade

Automação do pipe para o database

Imagina, @junior-kloh 

6
marcosmelo
23 days ago
Lais Laudari
Community Manager
Lais Laudari
published in Novidades

🎙 Conheça um Superuser - Marcos MeloInterview

Valew, @fbaiao-grupobaiao 🙂

2985
Ezequiel Souza
22 days ago
junior-kloh
junior-klohNew Member
asked in Pergunte à Comunidade

Automação do pipe para o database

Ah, entendiMas é isso, pra poder criar o registro com os mesmos campos do form no database, vc precisa criar o campo no form com o database que necessita e depois mapear todos os campos que são necessários entre as conexões na automacao quando o card for criado.

6
marcosmelo
23 days ago
matheusp-mantiqueirabrasil
matheusp-mantiqueirabrasilNew Member

Find a specific word in search on database connection fieldSubmitted

Good Idea

4
Rodrigo Subirá
Pipefy Staff
16 days ago

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