Replies posted by genietim

Add fields in the Phase Sort optionsSubmitted

Absolutely, yes. For now, the workaround we use is to put the respective field directly in the title and sort by the title … but admittedly, that might not work for your use case.Reports are another workaround, though not at pretty.

1 year ago

Ezequiel SouzaPipefy Legend

Send email with report using automationSubmitted

That would be very useful!For now, you would have to use an external provider, though that’s not too much work actually since they introduced the report API a few months ago; you could use e.g. Make to achieve that

1 year ago

genietimPipefy Legend

posted in Ask the Community

I like the slight rebranding this community went through...

Hi @Ezequiel Souza I think we talk about different things here, but thanks for your input.

1 year ago

zhifengRegular Participant

Rich text fields for phase formsSubmitted

I think there is a method to accomplish what you want thanks to markdown and dynamic content fields.I will update you when I remember what the required process was.

1 year ago

John WilliamsRegular Participant

Formula FieldsReleased

It’s all cries into the void!And the void does not answer...

3 months ago

contato1705Regular Participant

asked in API

Get the late cards from a sprecific pipe using GraphQL

(thank you too, @marcosmelo , sorry if my answer was a bit too dismissive as I realise now, and sorry if I understood something wrong anyway)

1 year ago

contato1705Regular Participant

asked in API

Get the late cards from a sprecific pipe using GraphQL

As promised, here an example query using the advanced search to query to the due date: query { allCards(pipeId: <yourPipeId>, filter: { field: "due_date", operator: lte, value: "2023-03-14T00:00:00-02:00" }) { edges { node { id title late fields { name value } } } }} that should solve your problem, no?

1 year ago

mariana-sperandioNew Participant

Searching toolSubmitted

To a certain degree, parts of what you describe, used to be possible with the global reports, which unfortunately do not have the power they once had.

1 year ago

contato1705Regular Participant

asked in API

Get the late cards from a sprecific pipe using GraphQL

The answer by @marcosmelo does not do what you want, @contato1705 . It only lists the cards of a specific phase, without limit on whether they are late or not.What should be possible instead is to use the https://api-docs.pipefy.com/reference/queries/#allCards allCards query with the filter, where you filter for the date.I currently do not have the necessary tools available, but I will add another answer later with the actual query I would suggest.

1 year ago

genietimPipefy Legend

asked in Customer Operations

EU Law compliance of privacy polocy for Pipefy users

If I understand correctly, that's the one of Pipefy itself. I was hopong for some easy text to imcorporate for a company to correctly referemce these here.

1 year ago

alexandre-cominotiRegular Participant

asked in Ask the Community

Using Pipefy Webhooks

Hi @alexandre-cominoti Your problem you describe in your most recent comment is completely separate from the first one, right?To successfully create the comment, you are apparently lacking some comments.This works, for example:mutation { createComment(input: { card_id: "<yourId>", text: "<Test>", clientMutationId: "<some id>" }) { clientMutationId }}What is the error you get?

1 year ago

Ezequiel SouzaPipefy Legend

A button to disable mandatory fields in AutomationSubmitted

There is a workaround possible: mandatory fields are no longer mandatory, if they are hidden.Therefore, what you want, is to hide fields for the automation.This you can do with another field, which you fill by another automation.Therefore, the whole process would look like this:you had an automation, say “0”, with a trigger new: you add 2 checkbox fields to the form, 1 something like “trigger automation 0”, and one “hide mandatory fields” new: conditionals: (a) hide the two new fields, always, they should only be changed by automations, and (b) add a conditional to hide all the mandatory fields if the “hide mandatory fields” checkbox is set new: add an automation, that uses the trigger you had used for automation “0”, and in that automation, check the two new checkbox fields adjust the automation “0”: change the trigger to run it only, once the “trigger automation 0” checkbox is set. Also, once it is run, it should remove the check in the “hide mandatory fields” to make them visible ag

1 year ago

wf-suchit-guptaRegular Participant

asked in API

Getting Start Form details of a card

I mean, if you are ok with the “filtering in your code” I proposed in my answer, you can simply adjust your query to either include the fields → phase_field → phase → index fields, e.g., or add on your phase_history the phase → fields → index & name fields.

1 year ago

wf-suchit-guptaRegular Participant

asked in API

Getting Start Form details of a card

With your answer, @Lais Laudari , how would you suggest they could distinguish between fields on the start form and fields elsewhere (except for manually filtering them, knowing which name the fields on the start form have)?

1 year ago

wf-suchit-guptaRegular Participant

asked in API

Getting Start Form details of a card

Thanks!So, what you are currently querying is this: https://api-docs.pipefy.com/reference/objects/Card/And when you look there, you can find the attribute `fields`, that you want to query.That makes your query look like this:query { card(id: 638121829) { title done id updated_at fields { name array_value value field { id internal_id type } } }}Note that instead of only “fields”, I also added what values you might want to have of the field: the name of the field, its value, and also the id and its type.You find out how these parts of the query are called when you click on the “CardField” link in the documentation listed above right next to the attribute “fields” that I hinted at above.If you now also need to know for each field, what phase it comes from, you have to go even a level deeper: notice the “phase_field” attribute, and therein the attribute “phase”, which will help you separte the fields from the start form from the fields in the other phases in your code.T

1 year ago

SouDescoladoRegular Participant

asked in API

How to return values of the form?

Hi @wf-suchit-gupta Yes, this is very much possible.Please ask the question in a new post (feel free to tag me so I can answer immediately), so that it is easier to find for future searchers

1 year ago

ascension-digRegular Participant

Action button with option to send a http request (webhook) manuallySubmitted

Our workaround to trigger a webhook button-like is to use a checkbox with a “card.field_update” webhook, then checking in the webhook whether the updated field is our checkbox. Another one would be the custom apps, but that one is not compatible with the Pipefy App, so if you rely on that one, you might prefer the solution above.

1 year ago

Lais Laudari

published in API

API Errors - Causes and SolutionsF.A.Q.

Very helpful, thanks!

3091

1 year ago

avi.targetmotorsRegular Participant

mazeRegular Participant

asked in Ask the Community

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Cool, thanks for the feedback!@Rodrigo Leite : you see that? Your amazing feature is already being applied and recommended for stunning applications! Thanks again!

1 year ago

mazeRegular Participant

asked in Ask the Community

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Sure.The following might not be ideal, but should certainly work, just what comes of the back of my head:you have one pipe, the “main” one, in which people create their requests/for which you have a form, including a connection field to: you have a second pipe, the “time-slots”. This is a minimal pipe, only that field, a first phase and a final phase, more or less, plus, additionally, a dummy field, say, checkbox, “selected somewhere” you have an automation in the main pipe, either with the trigger “on card created” or “on field updated”. You use the “Update a card or record field” action to set the checkbox “selected somewhere” on the connection field for the time-slot finally, you have an automation in the time-slot pipe, where you have the trigger “a field is updated” on the “selected somewhere” field: the action is “move card”, to the “done” phaseThat way, the time-slot card will be moved to done automatically as soon as a time-slot in the main pipe was selected.

1 year ago

luan.marquesNew Participant

Custom message in field validationSubmitted

Yup, that would be very usefull!

1 year ago

mazeRegular Participant

asked in Ask the Community

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

@maze : do I understand correctly, that your problem is, that you have time-slots, where you want users to be able to select only not-yet selected slots, yes? One option is to go via connected fields: have a database (or other pipe, depends on your needs) with the dates/time-slots, and a connection field to select the time-slots. Use an automation to mark these time-slot cards, that were selected as done → that way, they will not be shown in the selection list anymore.

1 year ago

Page 4 / 15

Replies posted by genietim

360 Replies

Add fields in the Phase Sort optionsSubmitted

Send email with report using automationSubmitted

I like the slight rebranding this community went through...

Rich text fields for phase formsSubmitted

Formula FieldsReleased

Get the late cards from a sprecific pipe using GraphQL

Get the late cards from a sprecific pipe using GraphQL

Searching toolSubmitted

Get the late cards from a sprecific pipe using GraphQL

EU Law compliance of privacy polocy for Pipefy users

Using Pipefy Webhooks

A button to disable mandatory fields in AutomationSubmitted

Getting Start Form details of a card

Getting Start Form details of a card

Getting Start Form details of a card

How to return values of the form?

Action button with option to send a http request (webhook) manuallySubmitted

API Errors - Causes and SolutionsF.A.Q.

filter option to filter to fields in cardSubmitted

Getting a Pipefy Report with Make (Integromat)

Getting a Pipefy Report with Make (Integromat)

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Custom message in field validationSubmitted

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Community Experts Leaderboard

Replies posted by genietim

Add fields in the Phase Sort optionsSubmitted

Send email with report using automationSubmitted

Rich text fields for phase formsSubmitted

Formula FieldsReleased

Searching toolSubmitted

A button to disable mandatory fields in AutomationSubmitted

Action button with option to send a http request (webhook) manuallySubmitted

API Errors - Causes and SolutionsF.A.Q.

filter option to filter to fields in cardSubmitted

Custom message in field validationSubmitted

Community Experts Leaderboard

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