Unanswered questions

38 Topics

sistemas-lehit
sistemas-lehitInspiring
asked in Ask the Community

Backups

Hi Everyone, how can i make a backups of my pipes and data bases? 

3
leandro-almeida
Pipefy Staff
5 days ago
P
patient9New Participant
asked in Tips and Inspiration

Which Implantable or Wearable Medical Device is best for you?

These reviews are designed for patients- they pair the best science with real world patient experiences. Most people don’t even realize they have choices. Patient9 helps you choose which medical device is best for you.https://patient9.com/medical-device-category/medical-device-reviews/

0
P
14 days ago
grupopremium.io
grupopremium.ioRegular Participant
asked in Pergunte à Comunidade

Importação card e empresa

Olá pessoal. Gostaria de realizar uma importção de outro CRM para PIPEFY. no momento tenho todos os dados por planilhas.Nesse caso precisaria importar cards em massa e vincular cada um deles a uma empresa e em um contato.sei que é possível importar dados de database (dados da empresa no meu caso) e também do pipe (que são dados de cada negociação que tenho.)Porém gostaria de subir alguns cards de determinado pipe mas que dentro dele ficasse vinculado a datbase com dados da empresa. É possível fazer? e como poderia realizar?

3
lucas-lacerda-pipefy
Pipefy Staff
2 months ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience.  Comment below or send me a message with your use case example - all feedback and examples are appreciated! 

0
karina-corona
Pipefy Staff
3 months ago
SJL
SJLNew Participant
asked in Ask the Community

Moving Cards

Hey Everyone. I’m trying to set an automation that automatically moves cards to an ‘Achieve Phase’, 7 days after it enters a ‘Completed Phase’. This should move these cards regardless of the cards being overdue or not.

1
Ezequiel Souza
9 months ago
Theoder Williams
Theoder WilliamsNew Participant
asked in Ask the Community

Pipe to Create Cards - Email configuration

Why my pipe is not seen in the Pipe to Create Cards in the email integration page. 

2
Lais Laudari
Community Manager
9 months ago
Gustavo Henrique
Gustavo HenriqueRegular Participant
asked in Pergunte à Comunidade

Como conseguir um campo customizado específico de um card

Olá! Queria saber se é possível eu conseguir um campo específico, no caso eu estou utilizando o pipedream para fazer a conexão com Pipefy através da query abaixo. Só que é devolvido como resposta esse Array grande com todas informações do card e no caso eu só precisaria do campo tipo_de_contrato(Estou usando um card teste), seria possível eu filtrar isso em Node/JS ou há outra query para filtrar campos customizados? Desde já agradeço! 

1
Lais Laudari
Community Manager
9 months ago
daniel_a
daniel_aKnown Participant
asked in Pergunte à Comunidade

Erro ao acessar anexos via API

Boa tarde, espero que estejam bem!Ao realizar uma query dos cards via API, os campos do tipo anexo retornam links para download dos documentos. Contudo, esses links possuem uma data de validade, não funcionando para cards mais antigos. O link tem esse formato:https://app-storage-service.pipefy.com/v1/signed/uploads/[valor].pdf?expires_on=[valor]&signature=[valor]"Notem que há um “expires_on”, que define quando o link deixará de ser válido  - sendo que ele não é reposto por um link mais atualizado em uma eventual query.Essa será uma situação recorrente em nosso pipe, uma vez que muitos desses documentos são anexados no formulário inicial, sendo extraídos apenas quando o card em questão estiver finalizado - de modo que o link para download dos documentos atinjam da data de validade. Sabem dizer como contornar essa situação? Caso não haja essa possibilidade, qual é o prazo de validade desses links? Abs!

7
Lais Laudari
Community Manager
10 months ago
Susan
SusanNew Participant
asked in Pergunte à Comunidade

Conexão dentro do mesmo Pipe

Preciso controlar Remessa p/Conserto e Retornos Parciais no mesmo pipe. Cada Card é uma demanda e vários Cards podem gerar apenas 1 NF Remessa Conserto e no Retorno de Conserto ser devolvida parcialmente em épocas distintas. É possível criar conexão entre os cards onde é preenchido o campo nºNF em todos os cards conectados e os cards só serem movidos para finalizado quando o card principal chegar na fase finalizado?

3
Lais Laudari
Community Manager
10 months ago
A
alexandrevcNew Participant
asked in IT Operations

Problem using mutation moveCardToPhase

Hi, I want to update the field Done from false to true of a card using graphQL, how can I do that ? I need to move some cards to next phases:I´m tryng this mutation: mutation {  moveCardToPhase(    input: {      card_id: cardID      destination_phase_id: newPhaseID    }  ) {    card {      id      current_phase{        name      }    }      }}And I’m getting the bellow error"message": "Card could not be moved to phase id: 1234567"How can I figure out what fields are required to allow this Phase updating of the card ?Thanks in advance for any help.

3
Lais Laudari
Community Manager
10 months ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso  Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

3
Karine Cristina
Pipefy Staff
1 year ago
Zac C
Zac CNew Participant
asked in Ask the Community

Reordering List View - Possible?

New kid on the block here, TIA. How does one reorder the columns in the LIST VIEW and permanently keep this order for the individual user and/or the whole team?  For example, the LIST VIEW shows the following columns of information from left to right:Current phase -> Title -> Due date -> Assignees -> Labels -> Etc. What if I'd like it to show this instead?Title -> Assignees -> Current phase -> Due date -> Etc. -> Labels Do we have the ability to reorder permanently? Do we have the ability to resize permanently?

4
Rodrigo Leite
Pipefy Staff
1 year ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

2
Edmar Machado
1 year ago
radams
radamsRegular Participant
asked in Ask the Community

Email template - Send a quarterly notification - Not triggered by an event

Hi, we are using Pipefy as a CRM. I am in need to send out a quarterly NewsLetter to some of our contacts.Can I use Pipefy to create an email template and send the Newsletter to some of our contacts? This is a communication email that is not necessarily triggered by an action in Pipefy. It is just a communication email. It it is not possible, my other alternative is to use the contact information to send the email using Outlook. Our contacts are in a database that has no relation to the accounts cards, so I have no way to determine which contact name belongs to which account.  Would love some help or ideas on how to accomplish this.  

2
radams
1 year ago
bart-batselier
bart-batselierParticipating Frequently
asked in Finance & Procurement

Billing

Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !  

2
Juliana Spinardi
Community Manager
1 year ago
motoristas-cos
motoristas-cosNew Participant
asked in Ask the Community

I can't attach image

I use the android app. When I take a photo through the app, it doesn't attach

4
tsartori
1 year ago
katheryn
katherynNew Participant
asked in Ask the Community

problem with initial form

Hello!In my pipes I have problems to see the initial form that my colleagues have filled in. What can I do?

1
Lais Laudari
Community Manager
1 year ago
rodolfo-silva5
rodolfo-silva5Regular Participant
asked in API

problem using example in NodeJs

Hi, I'm using node, and I got the example in the documentation, but when I run it, it gives me this error, and on the site where the example is executed, it's running normally.Thanks.Link example: https://developers.pipefy.com/reference/graphql-endpoint Code:sdk['graphql-endpoint']({ query: '{allCards(pipeId: 302194528){edges{node{id}}}}'}, { Authorization: 'Bearer *token*'}) .then(res => console.log(res)) .catch(err => console.error(err)) Response:​{>    '0': {>      instancePath: '/paths',>      schemaPath: '#/additionalProperties',>      keyword: 'additionalProperties',>      params: { additionalProperty: '' },>      message: 'must NOT have additional properties',>      isIdentifierLocation: true>    },>    stack: 'SyntaxError: OpenAPI schema validation failed.\n' +>      '\n' +>      'ADDITIONAL PROPERTY must NOT have additional properties\n' +>      '\n' +>      '  24 |   ],\n' +>      '  25 |   "paths": {\n' +>      '> 26

0
rodolfo-silva5
1 year ago
dcastelhano
dcastelhanoRegular Participant
asked in Customs Apps & Integrations

Change index_name from a field

Hi guys, how can i change the index_name of a field, when i create a new field in app.pipefy, the "index_name" is "field_1_date", i need to change this to “due_date” instead of “field_1_date”, in order to integrate with my backend via graphql, that’s possible?Thanks

3
dcastelhano
2 years ago
gabrielcm940
gabrielcm940New Participant
asked in Customs Apps & Integrations

p.modal features dont work

I have this code butPipefyApp.initCall({"card-buttons": function (p, pipe) {return [{icon: "./assets/sicronize.png",text: "Buscar informações",callback: openModal,},];},}); var openModal = function (p) {p.modal({url: "https://react-expensify-sample-app.herokuapp.com/",height: "70%",width: "70%",});};   My problem is: The modal keep loading forever. When I inspect the network traffic I can see the response code 200 and the ‘hello world’ content inside the iframe, as expected! but the modal keep loading and does not show the iframe content.

0
gabrielcm940
2 years ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

7
Edmar Machado
2 years ago
Thales
ThalesRegular Participant
asked in Pergunte à Comunidade

Pesquisa em Database - API

Oi pessoal tudo bem? Criei uma database com os campos Nome, e-mail e telefone. Gostaria de saber como faço pra fazer uma consulta apelas pelo número de telefone e que me retorne os dados de nome e e-mail, relativos a pesquisa que fiz pelo telefone. Tentei algumas coisas pelo graphiql mas não entendi muito bem como usar o search dentro do table. Obrigado!

8
tsartori
2 years ago
igsantos1996
igsantos1996New Participant
asked in Pergunte à Comunidade

Bug ao tentar excluir um pipe

PT - Olá. Gostaria de informar um erro no pipefy. Não é possível excluir um pipe. Estou anexando um print do console do navegador no momento que tento excluirEN - Hello. I would like to report an error in pipefy. You cannot delete a pipe. I'm attaching a browser console print at the moment I try to delete 

1
Lais Laudari
Community Manager
2 years ago
ti-pontocomx
ti-pontocomxNew Participant
asked in Pergunte à Comunidade

Upload de anexo para o card via API

Estou implementando um integração que irá enviar os dados para preenchimento do formulário de início do funil através da API GraphQL.O nosso formulário contém dois campos para anexar arquivos.Gostaria de saber como faço para enviar um arquivo para o s3 do Pipefy para, em seguida vincula-lo a um card.Já estou gerando o CreatePresignedUrl mas não consegui encontrar instruções de como devo postar o arquivo para url disponibilizada no response.O seguinte post me deu alguma ideia do caminho mas não esclarece a parte do upload do arquivo.Estou recebendo a seguinte mensagem de erro quando tento fazer o PUT para o s3: <Error><Code>SignatureDoesNotMatch</Code><Message>The request signature we calculated does not match the signature you provided. Check your key and signing method.</Message> Espero ter sido claro o suficiente e desde já agradeço. Att,João.

1
tsartori
2 years ago
Ezequiel Souza
Ezequiel SouzaPipefy Legend
asked in Pergunte à Comunidade

Como bloquear o recebimento de e-mail para o Pipefy

Olá Há alguma forma de evitar que alguém envie e-mail para o endereço pipe1195082+fhsjkdhfkjsdfk@mail.pipefy.com? Obrigado. 

6
Ezequiel Souza
2 years ago

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