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Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah

Boa noite,É possível usar “Campo dinâmico” dentro do formulário?Hoje utilizo no template de e-mail campos dinâmicos para enviar as informações necessária do card para que gestor faça à aprovação, nesse e-mail mando junto o link da fase atual do card para ele responder o formulário.tentei adicionar o código {{phase00000000.field00000000}} mas não funcionou hehe :(Minha ideia seria adicionar essas informações que encaminho no e-mail, aparecer no formulário que ele responde.

Gostaria de saber se os Webhooks interagem com o APP externo através de API Rest ou API GraphQL?

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

Hi! I’m trying to update the Status Field of a Table Record through integromat. My quesiton is: I couldn’t find the name of this field, what is it’s name. And also, wich values can be used to update it: Ativo e Concluído?

It would be great is we could see which users moved a ticket into a phase via the GraphQL API.At present we can see information regarding a phase movement via phases_history in the API but not who undertook this action. This would be extremely useful for auditing and training purposes. The activity history appears to present this information via the UI. Thanks

We would like to see who has moved a card into a phase, through a graphql query. This information is visible through Activity History in the UI but we can’t seem to get it via the API.(We have tried to use the phase_history field in graphql but it lacks the user id.) Is there a way to do this? Thanks  

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

Hi there, I’ve been using the PDF generator to create some PDF templates in my pipe. Is there a way to delete templates from the list? The Getting Started one is still there, for example, as well as other drafts we created and no longer need. All I see is the on/off toggle which just makes the template inactive. It doesn’t remove it from the list in PDF generator. Thanks, Sarah

Hi, I’m trying to update/add assignee to a table record field using their contact ID but I’ve been struggling terribly. I can update/add other record fields, using setTableRecordFieldValue, such as email address and phone numbers but the assignee one return empty value ({'data': {'setTableRecordFieldValue': {'table_record': {'id': 'record_id', 'title': 'record_name'}, 'table_record_field': {'value': '[]'}}}}).I’m really new to this pipefy api, can anyone please help?

A opção permite que seja feita a busca em outros campos que não seja a primeira coluna daminha planilha ?

I'm trying to update custom fields in the table record, but it seems the API only permits to updatethe title and due date.That mutation should work, isn't it?mutation {updateTableRecord(input: {id: %(id)sfields_attributes: %(fields_attributes)s}The custom fields it is the field_attributes, in the follow way:field_attributes = [{"field_id": "field_id_1", "field_value": "field_value_1"}]Any clues to update custom fields rather the title in Table Records?

Ola pessoal! Eu preciso atualizar varios campos em um card. Como eu poderia fazer isso em massa. Alguem poderia me ajudar? Esse erro abaixo tambem esta ocorrendo.{  "errors": [    {      "title": "Unauthorized",      "detail": "You are not authorized to access this page"    }  ]}

Hello Guyss, Its possible to delete a single conection between phases in a flow?Thank you for the help

It seems that new features are introduced over and over again, which is awesome, but only for major once we get a post about it here in the community. Could we get a changelog also for changes that others might consider significant? Examples of changes I noticed in the last weeks:search that works for more than just the title automations that can not only be filtered but sorted As this here is a community forum: use this thread, users, if you notice changes, so we will get a changelog by ourselfes!

Hi all,This is my first month using pipefy and first post here, so hope I am not doing dumb questions. I have created a pipe that has a DB Connection which is populated when the pipe is finished. And also created a dashboard to show some KPIs with the DB data. Did several trial and error configurations until all was good enough and I could go live. Then I deleted all cards, DB entries and started to create real data. For my surprise, the dashboard still shows old data, which is not there in the DB anymore. Any hints on how to clean it?

Hello guys, EnglishI’m trying to connect a whatsapp chatbot to pipefy through API. Problem is chatbot uses JSON API to make calls. How can I convert GraphQL to Json ?PT-BR Estou tentando integrar um chatbot de whatsapp para fazer a criação de cards no pipefy através da API. Porém na configuração do step no chatbot ele só aceita código JSON. Como faço para converter a query de GraphQL para o código JSON?     mutation{  createCard(input:{          pipe_id:XXXXXXX,          phase_id:XXXXXXX,          fields_attributes: [              {field_id:"sua_empresa", field_value:"Teste"},              {field_id:"seu_nome", field_value:"test"}                 ]})          {card {id}}     }    

Boa tarde, Eu utilizo o database do Pipefy, porém essa minha base de dados é muito extensa e está em constante atualização, então o database do Pipefy fica mais complicado para fazer essas amudanças.Pensei em utilizar o google sheets para ter essa atualização de maneira mais rápida, como eu consigo conectar essa planilha do google sheets com a minha base de dados no Pipefy? Existe alguma automação em que, na medida que eu altero a planilha o database também se altera? Obs.: No meu formulário, existem campos de conexão de database, ou seja, o campo “puxa” as informações que estão na planilha. Agradeço desde já, 

Pessoal, tudo certo?Temos usado em diversos clientes o fluxo de “Seleção de candidatos” e mais recentemente surgiu uma dúvida sobre o que fazer com os dados pessoais (dados do formulário e currículos) dos candidatos que participaram do processo.Inicialmente havíamos definido que os dados seriam excluídos após 1 ou 3 anos.Contudo, gostaríamos de reter essas informações anonimizadas.Alguém já passou por esse tipo de situação? Alguma dica de como tratar essas questões em relação à LGPD?

Hello, I used to use Zapier to conect pipefy and other services that we use here, but since yesterday i cant reconect my pipefy acc through Zapier, keeps showing me the error unauthorized message. Anyone else with this kind of problem??

My team members have to prioritize their activities based on certain metrics. The view we have is very generic and does not help them in prioritizing their workload. How do we customize the view by adding new columns.Thanks for your help in advanceJoe Edward

Oi pessoal ! Espero que estejam bem.Estou com dificuldades para configurar uma automação assim:- Se um card for criado depois das 18hs, enviar um e-mail. A parte “depois das 18hs” é a que não estou conseguindo configurar. Alguma sugestão? Muito obrigado !

Olá,Tenho um Card com recorrência semanal, e preciso criar várias dependências a partir desse card, (também  recorrentes) e não estou conseguindo, nas minhas tentativas, está aparecendo a mensagem que não é possível pois iria gerar infinitamente… alguma ideia de como poderia fazer?

Hi,I’m wanting to update a select option in one of our pipes - I’m planning on using the GraphQL API so I can update the card data at the same time.I’ve created a test pipe to prove that it works, but it doesn’t :( The mutate query I am running (in https://app.pipefy.com/graphiql)mutation { updatePhaseField( input: { clientMutationId:"catsss" id: "town" label:"town" allChildrenMustBeDoneToMoveParent:false allChildrenMustBeDoneToFinishParent:false canConnectExisting:false canConnectMultiples:false canCreateNewConnected: false childMustExistToFinishParent:false description:"cats dancing" editable:false help:"halp" minimal_view:true options: ["brisbane", "dubbo", "sydney"] required:true sync_with_card:true } ) { clientMutationId phase_field { id } }}When I run the query I get this error, but I’ve run many mutations with my user before, so am not sure w