Replies posted by Jefferson Dourado

16 Replies

genietim
genietimPipefy Legend

Add an attachment from card field to email templateSubmitted

P.S.: The only inconvenience is that this artifice will expire in few days.

6
Rodrigo Subirá
Pipefy Staff
2 years ago
genietim
genietimPipefy Legend

Add an attachment from card field to email templateSubmitted

Hey @genietim, hope you are doing well!Have you tried to use HTML tag <a href=””></a>? You could insert the attachment field id in this tag and as soon as the user who received the email clicked on it a download would be started automatically.In order to send multiple attachments, I would recommend attaching a compressed folder with the documents in the attachment field, this way the user would download a .zip file with all the required documents.<p> <a href="attachment field id">Click here</a> to download the attached document.</p> 

6
Rodrigo Subirá
Pipefy Staff
2 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant

Social media/What's app integrationReleased

Hello @Juliana Spinardi, Hope you are doing well! Couldn’t we consider this ideia as “Released”, since such integration is already possible via API or Custom Integration? Cheers!

7
tsartori
2 years ago
Glmike
GlmikeRegular Participant

Add attachments to emailsSubmitted

Hello @Glmike, hope you are doing good! Look at the link below, it maybe can help you! How to manage files in Pipefy using Databases | Pipefy Community

7
jean134
2 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant

Field as tableSubmitted

@rafael.jefte ,  We have been using import feature, but I don’t think that feature can be applied 100% of the cases. 

8
Rodrigo Subirá
Pipefy Staff
2 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant
asked in Ask the Community

Approval made on Pipefy bu external

Hey @genietim thank for your reply! Let me give you a better picture of the scenario and I’m gonna use a purchase process to explain. Someone, in the company, will create a card asking to purchase team buy some pens. After that, the purchase team will look for the better supplier and will perform the negotiation. So, before the team close the process they would like to have a supplier approval with a Yes or No field on a card. However, as this supplier is not a Pipefy user, I’m having some problems finding a way to solve this problem.   

7
Sarah Lane
3 years ago
Raphael Costa
Pipefy Staff
Raphael CostaProduct Manager
published in News and Announcements

New improved email messaging 📩News

See ya HTML TAG, welcome New Email Template!!!!

62118
julialiuti
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Cutest Pets Picture ContestNews

Vitoria became part of our family one month ago, after having been left by two different families. Now she is the owner of our house and hearts!

151752
Juliana Spinardi
Pipefy Staff
3 years ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to erase a field value using automation?

Amazing workaround!

4342
Jefferson Dourado
3 years ago
Lucas Botelho
Lucas BotelhoNew Participant
asked in Pergunte à Comunidade

Pagamento de notas fiscais

Olá @Lucas Botelho, espero que você esteja bem! Além da vatagem de centralizar o fluxo de notas fiscais da empresa. O Pipefy permite que seus fornecedores lhe enviem as notas fiscais emitidas por eles diretamente para seu fluxo de contas a pagar o que evita o tão temido engavetamento da nota fiscais (coisa que, na minha experiencia, acontece com frequencia). Um dos fluxos que pode ser adotado é: Start Form onde os fornecedores preencherão os dados do documento juntamente com a cópia da nota fiscal e o boleto (se for o caso). A primeira fase do processo seria a confirmação do recebimento do material e/ou serviço, evitando o pagamento de notas fiscais indevidamente. E as demais fases do processo podem ser seguidas como o fluxo padrão de contas a pagar. Espero ter ajudado!

2
Jefferson Dourado
3 years ago
rebeca.venancio
rebeca.venancioNew Participant

Edit Question TypeNot Planned

@rebeca.venancio what do you mean by question type? Are you talking about the ability to change a field type after it has been already created?  @Raphael Costa if I correctly understand @rebeca.venancio’s suggestion. She is talking about “Field settings” / “Type” which cannot be changed after SAVE. 

5
Raphael Costa
Pipefy Staff
3 years ago
thaiannelourenco
thaiannelourencoKnown Participant

Custom SLA alertReleased

@thaiannelourenco wouldn’t DueDate help you in this case?  

3
thaiannelourenco
3 years ago
Jefferson Dourado
Jefferson DouradoKnown Participant

Preview attachmentSubmitted

@Jefferson Dourado @rebeca.venancio Could you please share more details with me of examples of processes when this would be necessary?  @Raphael Costa hope you are doing well!The mean idea is to create something close to Gmail Attachment feature that allows you to click in the document attached and this document will be displayed in your screen .  Gmail inboxAttachment displayed in screem Or, lets say that I need to fell up some fields in my card with data in the attached document. In this case would be nice if the document attached were displayied in a New Browser windows.

10
marcosmelo
1 year ago
J
Pipefy Staff
João PedroPipefy Staff
asked in Pergunte à Comunidade

Integração Pipefy e PowerBI

Olá João, existe o jeito fácil e o difícil. Difícil Existem duas formas de atuar com API's do Pipefy: Query ou Mutation. Mutation: Manipular o Pipefy com dados exteriores (Não é o que você quer) e as Query's: Extrair dados do Pipefy para alguma base de dados (É o que você quer). Esse link contém o passo a passo de como trabalhar com isso no Power Query do Power BI (https://gist.github.com/petrsvihlik/cc34a6cf1882d515139c5b27f37cf99e ) Esse link é uma IDE para testar os códigos (https://app.pipefy.com/graphiql)  Esse link tem as funções para montar o código API (https://api-docs.pipefy.com/reference/objects/TableField/), testar na IDE e depois montar com o primeiro código (primeiro link), substituindo essa parte: { organization(login: \""github\"") { name }} Pelo código montado. Obs: Deve-se colocar o código montado, e não o resultado do código obtido na IDE.   Fácil Existe um conector do Power BI (essa não é uma funcionalidade desenvolvida por nosso time e sim um te

48
rebecakomatsu
29 days ago
anaafk
anaafkRegular Participant
posted in Pergunte à Comunidade

Templates de Banco de Dados (DB)

@annafk e @Eduardo Kano,   A idéia é ótima e eu incluiria uma store de Tabelas sugeridas para diferentes processos, como por exemplo uma tabela fornecedores com campos pré-estabelecidos. Isso facilitaria a vida tanto de quem está criando a primeira tabela quando quem já tem experiencia mas não precisa criar tabelas complexas.

4
rafael.jefte
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Pergunte à Comunidade

​​Welcome and nice to meet you! What's your name? ​​​​​​👋🏽

Hey Guys…I’m glad to be part of this community!   I’m Jefferson (Jeff if you prefer) and I’ve been working as an automation project leader at Capgemini in Blumenau-SC. Although I’ve been working at Capgemini, I can say I’d never got sick of that place, our folks are the best. Drinking beer is my passion (here in Blumenau we have 2nd biggest Oktoberfest in the word), but I also love hanging out with friends and discover new places.   I hope I can contribute with you guys as much as I know you will contribute with me.      

6537197
Juliana Spinardi
Pipefy Staff
9 months ago

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