Replies posted by celvin klassen

2 Replies

khatkechetana
khatkechetanaParticipating Frequently
asked in Finance & Procurement

Import Data from csv and excel files and do the header mapping automatically and and findout difference and stored it into 3rd table of database Export the report

You have a complex workflow that involves importing CSV and Excel files, performing header mapping, storing data in tables, comparing tables, and exporting results using Pipefy. While Pipefy is primarily a workflow management platform, some parts of your workflow may require integration with other tools or services. Here's a general guide on how you might approach this: Importing CSV and Excel Files: Pipefy itself might not be the best tool for importing CSV files. Consider using a dedicated tool or script for data import. You can use Zapier to automate this process. Header Mapping: Perform header mapping before importing data into Pipefy. You can use tools like Microsoft Excel or Google Sheets to rearrange or map headers. Ensure that the headers align correctly with the fields in Pipefy. Storing Data in Tables: Once you have the data in the correct format, use Pipefy to create cards or entities for each record. Pipefy has databases that can store structured information. You can cu

19
C
3 months ago
johnnymxp
johnnymxpRegular Participant
asked in Ask the Community

Moving child card

Pipefy primarily relies on a card-based system where each card represents a task or process. However, the direct automation of moving a child card based on the movement of a parent card may not be a built-in feature in Pipefy.However, Pipefy does offer some automation capabilities through its integration with Zapier. Zapier allows you to create custom workflows between different apps, including Pipefy. While Zapier may provide some level of automation, the specific functionalities and triggers are dependent on what is supported by both Pipefy and Zapier.Here's a general idea of how you might approach this with Zapier: Trigger: Use a trigger event in Pipefy, such as a card being moved to a certain phase. Action: Set up an action in Zapier to perform a task when the trigger occurs. This action could include moving a child card in response to the parent card's movement.

6
C
4 months ago

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