Replies posted by jorden-monroe

16 Replies

jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

“Synchronize card's field with this fixed field” setting

@Ezequiel Souza  not sure what you mean by pinned value. The value is different for each card (under the “LUMN-I Assignee” field), but the values seem to reflect one of the previous phases fields, either “planner assignee” or “manager assignee” or “card assignee”. So they are all assignee fields. Would that setting being on pull over the values from other assignee fields?

3
A
2 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

Pipefy Outages

Thank you, exactly what I needed.. @Lais Laudari @marcosmelo 

3
jorden-monroe
3 months ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiNew Member
asked in IT Operations

Power BI query to list cards | Pipefy -> Power BI

@Diego Anselmo Saiotti I’ve tried the Power BI connector mentioned above and was never able to get it to work. You’ll have better luck pulling the information out of Pipefy using Python into a pandas data frame, then write that to an Excel sheet connected to Power BI. Or, send the data frame directly to Power BI using the Power BI API.

3
jorden-monroe
3 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations

Hiding fields on public form? Create card button?

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fields internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named “Select Category”. We define the condition as follows: If Select Category → Is blank and Select Category → Is present   Then  Show → Dynamic field where we placed our redirect URL and  Hide → All other fields (This is a pre-set option in Pipefy, you don’t need to do this for all fields individually)   Keep in mind this conditional will also hide all fields for cards created in Pipefy using the alternative UI that creates cards via API. To get fields to show up you must add additional field conditionals AFTER the field conditional I just outlined above, choosing a condition that always applies to the cards created via API. In my case I added the conditional:  If Created by →Equal to → Service Prod (where “Service Prod” is listed as “Created By” for all cards through the API) Then Sh

7
jorden-monroe
3 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations

Hiding fields on public form? Create card button?

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fields internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named “Select Category”. We define the condition as follows:IfSelect Category → Is blankandSelect Category → Is present Then Show → Dynamic field where we placed our redirect URLand Hide → All other fields (This is a pre-set option in Pipefy, you don’t need to do this for all fields individually) Keep in mind this conditional will also hide all fields for cards created in Pipefy using the alternative UI that creates cards via API. To get fields to show up you must add additional field conditionals AFTER the field conditional I just outlined above, choosing a condition that always applies to the cards created via API. In my case I added the conditional: IfCreated by →Equal to → Service Prod (where “Service Prod” is listed as “Created By” for all cards through the API)ThenShow → Fields of y

7
jorden-monroe
3 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations

Hiding fields on public form? Create card button?

Hi pipefy, you can disregard this ask, or answer for someone else in the future but I figured it out. Thanks

7
jorden-monroe
3 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Customs Apps & Integrations

Python application in the developer platform

Ahh I see, I’ll be weary of that. Thanks

8
jorden-monroe
5 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Customs Apps & Integrations

Python application in the developer platform

Thank you @genietim after reading a little more into it that makes perfect sense. Are there any fees to building on top of Pipefy I should worry about? 

8
jorden-monroe
5 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Customs Apps & Integrations

Python application in the developer platform

Maybe I’m not being clear because I’m a bit confused myself. Interacting with the API as well as using webhooks is not an issue for me at the moment, that stuff I understand. I’m sure I will need help with something of that nature at some point, but right now I’m more interested in this part of the documentation here (pic below)So here is my question, can I build an application (buttons, card badges, etc.) using python in the same way that is shown in the developer documentation using Javascript and iframes? can I build them using flask? and do I have to use glitch as they did?  

8
jorden-monroe
5 months ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Can I integrate Pipefy and PowerBi?

@Lais Laudari I am not using a URL that I can change. When I open powerBI I press Get Data » more »  Pipefy (Beta). Then a pop up opens up to sign in which I added a picture of before. I’m not “using” any URL and I cannot change the url of the verification page that pops up. In the picture I sent though you can see the URL that the pop up uses. I have tried however to go into the browser and log in at the URL, as suggested by Paolahttps://app-auth.pipefy.com/login?afterLoginRedirectTo=*&response_type=code&scope=read+write&redirect_uri=https%3A%2F%2Foauth.powerbi.com%2Fviews%2Foauthredirect.htmlWhich let me log in fine, but did nothing for my ability to log in within PowerBI.

25
jorden-monroe
9 months ago
E
Pipefy Staff
Emily JamesonPipefy Staff
asked in Ask the Community

Can I integrate Pipefy and PowerBi?

Hi @Lais Laudari @paola-cuellar @kelwin-silva . I am also running into this issue. I don’t quite understand the GraphQL API Token answer. I understand how to get the token and how to use it in things like python script. But in this case the “pop up” inside PowerBI where you login to Pipefy is not in a browser, and only gives you the ability to input your organization id, then email and password. After which you get this page(below). Where do I put the API token?Also @paola-cuellar what do you mean by adjusting the login URL? The PowerBI connector login for pipefy is in a pop up with no URL to adjust. I tried to go into my browser and add your endpoint and login from there, and it let me, but I still run into the same error signing in from inside of PowerBI.    Has anyone been able to get past this “missing parameter” error?I would really appreciate the help.

25
jorden-monroe
9 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations

Trouble with the "create your app" button in "pipefy developers"

@leonardo-lucena-pipefy I am an admin in some of the pipes, but not my organization as a whole. Since there are many teams and many pipes it may take some convincing. I’ll be back if given the pemissions. Thank you.

4
marcosmelo
7 months ago
ivan.novofoco
ivan.novofocoPipefy Certified Partner

Deselect radial fields in public formsReleased

@Desirée Hoppe How did you get the field to unselect? I’m having this issue where it only allows me to choose other choices, but not to deselect.

8
marcosmelo
8 months ago
jorden-monroe
jorden-monroeNew Participant
asked in Ask the Community

New card automation w/information transfer without parent/child relationship

The pipe connection is fine. I just didn’t want the cards connected.  I figured it out, but I appreciate the insight! 

4
Ezequiel Souza
9 months ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in API

New GraphQL update: Retrieve Card attachments

@genietim This might be a dumb question but how do I add the authentication header? When I typed app.pipefy.com/graphiql it automatically let my run queries without any authentication, I just assumed because I was logged into pipefy. How would you add the header in the browser search bar? what would that look like?

4206
genietim
9 months ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in API

New GraphQL update: Retrieve Card attachments

When I use the url and path to try and access the attachment through my browser I get a 401 Unauthorized message. How do I fix that?

4206
genietim
9 months ago

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