Unanswered questions

40 Topics

antonio-nykael
antonio-nykaelParticipating Frequently
asked in Pergunte à Comunidade

Atividade recorrente - Contagem de automações

Olá,Estou com uma dúvida.  Eu tenho algumas automações que utilizam atividade recorrente.Por exemplo: Tenho uma atividade agendada em um card. 7 dias antes da data dessa atividade, o card é movido de fase, e ao entrar nessa nova fase, é disparado um email ao cliente. O mesmo acontece quando está a 1 dia da data da atividade.Mas tenho 2 dúvidas:Eu coloquei para essa atividade recorrente, executar uma vez por dia. Se a data da atividade do card, for maior que 7 dias, o card não será movido, ok. MAS, será consumida uma automação nesse caso? Ou só é consumido uma automação se o card andar de fase? Se nessa automação, 3 cards forem movidos, é consumida 3 automações? Pior ainda, se mesmo o card não sendo movido, for consumida a automação. Então, se nesse pipe eu possuir cerca de 100 cards, mesmo que eu rode essa automação apenas 1 vez no dia. Será consumida 100 automações, 1 para cada card, mesmo que a condição de mover não tenha sido atendida? Não tenho clareza de como é contato as automaçõ

0
antonio-nykael
2 hours ago
marina-santos-locximoveis
marina-santos-locximoveisRegular Participant
asked in Customer Operations

Automatizar etiquetas

Olá pessoal, preciso criar uma automação para atualizar a etiqueta de acordo com o que o cliente preencher no campo demanda do formulário inicial. Usei a automação de "Atualize um campo no card ou registro" pedindo que atualize de acordo com o valor dinâmico puxando o campo de demanda. Entretanto esta automatização não está funcionando, alguém saberia como resolver ou fazer isso de outra forma?

6
marina-santos-locximoveis
10 hours ago
andre-infineat
andre-infineatRegular Participant
asked in API

Not possible to retrieve cards from a specific pipe with its start_form_fields

I'm trying to use the api to fetch all cards from a specific pipe and read through a few of start_form_fields from each of those cards. But I have not found any way to retrieve start_form_fields...

2
andre-infineat
16 hours ago
mark-theotcentre
mark-theotcentreParticipating Frequently
asked in Customs Apps & Integrations

Managing Asynchronous Communications with products like ZAPIER

We’re building out our first Workflow using Pipefy and alongside this are using Make (an integration tool, akin to ZAPIER) to process data and keep in sync with our other systems.All very straightforward except when it comes to the challenge of ensuring that the integration engine keeps in step with events on Pipefy.I’ve developed a solution for this but I want to know whether anyone has a better approach. My solution is as follows;Whenever a Card is moved, we want the Make integration engine to process data. A webhook is setup accordingly. However, we need to ensure that;if the Make integration fails for whatever reason, then any further processing on Make is halted until the issue is resolved. if the Webhook fails to fire (it happens!), then any processing of subsequent Phase changes on Make is halted a warning message appears on the Pipefy Stage if any of the above conditions have occurredIgnoring the warning message, then this is the solution I’ve come up with;1. the Pipefy Pipe ha

3
genietim
1 month ago
felipe-leite-matrixenergia
felipe-leite-matrixenergiaRegular Participant
asked in Pergunte à Comunidade

Espelhar pipes

Preciso fazer uma automação onde eu uso1 pipe pai que contem cards de outros 2 pipes menores, com os campos conectados para que qualquer alteração que aconteça no pipe filho ocorra no pipe pai

2
Lais Laudari
Community Manager
2 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
3 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
3 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
3 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
4 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
4 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
4 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
7 months 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
10 months 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
11 months 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
1 year 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
1 year 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
1 year 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
1 year ago
skip
skipNew Participant
asked in Ask the Community

offering tasks to a group of workers

Hi all,I have a group of workers and a stream of tasks arriving by email.  Assume workers are happy responding to emails and that they can only work on one task at a time.  I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James

2
tsartori
1 year 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
1 year ago

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