Replies posted by paulonavarro

16 Replies

paulonavarro
paulonavarroNew Participant
asked in Pergunte à Comunidade

Make/Integromat - Criar um card com campo texto contendo " ou símbolos como Ø

@allanpavani obrigado pela resposta, mas o campo é Texto Curto ou Texto Longo, e o payload traz uma String. Funciona para vários outros campos que não chegam com " ou símbolos.Mas vou reforçar meu pedido de suporte por lá. Obrigado

2
paulonavarro
1 year ago
jlouzada
jlouzadaInspiring
asked in Pergunte à Comunidade

Automatizar etiquetas

@jlouzada com as funcionalidades disponíveis é esse o caminho, resolvemos assim aqui também. Estamos limitando a condição no startform (ou em fase específica), e temos múltiplas automações para abranger todas as combinações condicionais.Mas vale submeter uma ideia de ter a funcionalidade "adicionar etiqueta (sem remover o que já existe)", ajudaria muito, no nosso caso, a popularizar a gestão visual por etiquetas.

5
rafael.jefte
1 year ago
jlouzada
jlouzadaInspiring
asked in Pergunte à Comunidade

Automatizar etiquetas

Acredito que o objetivo aqui, assim como o meu em um caso similar, é a funcionalidade de adicionar uma etiqueta, e não definir uma única etiqueta. Construir uma automação para cada combinação de fatores não me parece a melhor solução, sem falar em condições que acontecem em momentos (fases) diferentes no pipe.

5
rafael.jefte
1 year ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in News and Announcements

🌟 News | Automation event improved

Perfect timing for me! I just activated two automations to create a card in one pipe when a card "arrives" at another pipe. I used "card created" in one and "card enters phase" on other.Awesome Pipefy team!

1544
tobiasbaco
2 years ago
paulonavarro
paulonavarroNew Participant
asked in Pergunte à Comunidade

Formulário Publico (Start Form) - Campo Conexão Pipe - Busca cards concluídos

Obrigado @Ezequiel Souza!Esta ideia já tinha passado por aqui, mas como podemos "ligar/desligar" na visão interna, e como nos faltam funcionalidades de relatórios/painéis para cálculos de tempos, e/ou status com base em algum campo (expirado em X dias, SE não tiver tal informação em algum campo ou etiqueta), imaginei ter esta opção no form público.Paulo

4
Ezequiel Souza
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

Is there a Pipefy Changelog?

Great topic! Everyday I got our users informing that something has changed on pipefy, usually with good feedback, but when it is related to design, buttons position, icons, they get a little lost. Would love to see this page (https://developers.pipefy.com/changelog) get new news.

8
Nicole Chiroli
Pipefy Staff
2 years ago
Diogo Matheus
Pipefy Staff
Diogo MatheusPipefy Staff
published in News and Announcements

📱 Edit History Fields on Mobile apps

Hi @Diogo Matheus how can I join the Beta Program?ThanksPaulo

1074
tsartori
2 years ago
joao-neves3
joao-neves3Regular Participant
asked in Ask the Community

Hyper link field

Hi @joao-neves3 if you use any field description space, it would be a clickable hyperlink.I recommend using a fixed text field type, with the links at the description.Give it a try, hope it works.Paulo

3
joao-neves3
2 years ago
ricardo-fornari
ricardo-fornariNew Member
asked in Ask the Community

Edit email template

Hi @ricardo-fornari, templates are part of each pipe, you must be in the pipe that has the template you need to adjust, click on the gear icon (settings), look for "email" top menu, and there you will find "email templates".Sorry, but my pipefy is in portuguese.You will see a list of templates you have on this specific pipe, click 3 dots and edit.Careful to first put the cursor where you want your dynamic field to appear.Hope this helps.

2
ricardo-fornari
2 years ago
paulonavarro
paulonavarroNew Participant
asked in Pergunte à Comunidade

Como conectar Google Workspace email no pipefy. Quais confirgurações fazer no google para liberar?

Oi @lais-laudari obrigado pela resposta. Mas como utilizamos verificação em duas etapas no Google Workspace, não é possível (antes era, agora não mais) habilitar aplicativos menos seguros.Consegui usar uma opção no Google Workspace que é a criação de senhas específicas para Apps não compatíveis com a verificação em duas etapas. Vou testar ao longo da semana se tudo funciona bem e reporto aqui caso alguém tenha a mesma dificuldade. Valeu pela ajuda.https://support.google.com/accounts/answer/185833?hl=pt-BR

13
tropicalship
10 months ago
ricardo-fornari
ricardo-fornariNew Member
asked in Ask the Community

Dashboard is not reflecting Database records

Hi @ricardo-fornari, had the same issue here with "ghost-data" on dashboard. Contacted support and there isn't solution at this point, as dashboards is still Beta, they reported the bug and passed along to the tech team. A few weeks in, "ghost-data" are leaving my dashboard, but not done yet… 

5
Rodrigo Leite
Pipefy Staff
2 years ago
Sarah Lane
Sarah LaneInspiring
asked in Ask the Community

Edit label for connection field

Hi Sarah, you can change it by adjusting this text at the connected pipe start form advanced options.https://help.pipefy.com/en/articles/614623-edit-the-start-form 

2
Sarah Lane
2 years ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Moving Children Card

Nice! Thanks a lot @Lucas Democh We have evolved our use of integromat and will test this!

4
paulonavarro
2 years ago
Lucas Democh
Lucas DemochPipefy Legend
asked in Ask the Community

Moving Children Card

Hi @Lucas Democh can you share the layout or steps of your solution on Integromat? If there is not any confidential information.We are using pipes in three layers, our sales team is working on the first layer, engineering on the second layer (child), and procurement on the third layer (grand child  ). Using automation I can move all above the third layer, but want it to move child cards when the first layer card is moved as well. Thanks   I found an alternative solution using Integromat. I combined the functions of tracking moved cards and move card to a phase.   

4
paulonavarro
2 years ago
Jéssica Martins
Jéssica MartinsRegular Participant

Conditional rules for "Move card to"Submitted

Hey, I see this idea as submitted, but any chance to kown if it will be implemented? Here at Peerdustry we are trying to avoid multiples pipes for the same team to manage different types of requests, therfor we have a specific purchase process that we have following phases: inbox>request type A phases> request type B phases> closing. A request can follow 3 different paths: inbox> A> closing; inbox> B> closing and inbox> A> B> closing.It would be veru helpfull to get Jessica sugestion allowing to move to phase based on conditionals. Using the automation can help, but as cards should be able to move back (A+B path), if the automation gets you on the B path, you would be able to move card back to A path and get stuck without mandatory information to get back to B path… 

5
paulonavarro
2 years ago
Nithael Sampaio
Nithael SampaioParticipating Frequently

Select multiple fields as card titleSubmitted

@Raphael Costa any update on this topic? We are facing similar issues with our database connected to several pipes. Any workaround found by users?ThanksPaulo

11
Keto-Faster
1 year ago

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