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Unanswered questions

20 Topics
rvitoriano
rvitorianoNew Member
asked in Ask the Community
Query que traga os campos vazios

Olá, pessoal, boa tarde.Espero que estejam bem. Preciso de uma ajuda: eu uso uma query para trazer os campos de um card, bem como uso o Make (integromat) para uma ou duas ações.Porém, em todos os casos eu percebi uma coisa: as informações só vem se os campos estão preenchidos. Num dos fluxos que estou montando, preciso que apareçam os campos vazios, também.Isso é possível? Se sim, como?Exemplo de query que uso para consultar campos de um card, por exemplo: query {card(id: "ID DO CARD") {idtitlefields {            field {             label                      }                      value                     }            }}

20
rvitoriano
3 hours ago
daniel-batista-unyleya
daniel-batista-unyleyaNew Member
asked in Ask the Community
AI Search in other pipe

Could AI Search in connected pipe?You are working with two connected pipes, X and Y, where pipe Y contains the information you need. For example, if you want to search for the course “Cosmetic Nanotechnology” and return the results in a specific field called “Similar Courses,” the AI should assess the similarity of possible cards in pipe Y and return the results in the following format:'[Course Name - Course Status - Course Coordinator - % Similarity]'Prompt to use:Search in the connected pipe '[Y] - Reservation Bank' and analyze the cards in this pipe to check for courses similar to the requested course: [Course Name]. Additionally, take into account the tags associated with the course: [Tags].Return the results in the following format: '[Course Name - Course Status - Coordinator - % Similarity]'.If there are multiple similar courses, list each one on a new line in the same format.Example: If the requested course is 'CSI' and there are matches in the reservation bank, the return shoul

453
X
5 hours ago
M
miles56New Member
asked in Finance & Procurement
Automating Workflow Notifications: Is There a Better Way?

Hi everyone,I’ve been using Pipefy for managing workflows, and while it’s a fantastic tool, I’m facing an issue with notification management. Sometimes, the notifications either get overwhelming or don’t reach the right team members at the right time.Is there a way to customize notifications more effectively or integrate a third-party tool to make this process smoother? I’d love to hear how others handle this and ensure their teams stay updated without being overwhelmed.

453
B
2 days ago
comercial-tecnogeo
comercial-tecnogeoNew Member
asked in Pergunte à Comunidade
Conexão de cards no mesmo pipe e movimentação simultânea entre fases

Como eu posso criar cards conectados dentro de um único pipe e fazer esses cards movimentarem de fases simultaneamente? 

71
Ezequiel Souza
4 days ago
X
xayalNew Member
asked in Ask the Community
How Effective is Realtor Flow for Generating Real Estate Leads?

Hi everyone,I’ve been working in real estate for a while now and I’m curious about how to effectively generate more leads. I’ve tried a few different strategies, but I’m wondering if anyone has experience with Realtor Flow. Is it a good tool for lead generation, and does it actually help convert those leads into clients? I'm especially interested in hearing about realtors who’ve used it in both competitive markets and areas with less demand. Any tips or experiences would be greatly appreciated!Looking forward to your feedback!Thanks in advance!

50
X
4 days ago
equipe-youconprojetos
equipe-youconprojetosNew Member
asked in IT Operations
I want to know why my account is not working

helloI want to know why my account is not working? I have a problem with my account and I want it fixed please

40
equipe-youconprojetos
5 days ago
Denis Mesquita
Denis MesquitaNew Member
asked in Ask the Community
Limite de envio de emails por automação no plano free

Toda vez que mudo um card e a automação está configurada recebo um email de limite de envio de emails excedido.Qual seria o limite para plano free?

50
Denis Mesquita
5 days ago
mnabi
mnabiNew Member
asked in Customer Operations
Record Title not being updated for Database

We changed the Record Title from Name to “Reference ID” in a database (Individuals).We have a service pipe where we have a connected card to the database (Individuals) to attach it to the pipe. The updated Record Title Field “Reference ID”. When we search for a record it still shows the old record title and not the Reference ID.We are struggling to figure out how to fix this or its a bug?

562
Z
5 days ago
T
TMZNew Member
asked in Ask the Community
Add 2 buttons to email template

Hi guys, how do you add 2 buttons ‘Approve’ & ‘Reject’ to the email Template.  Please can you also add a screenshot of the coding with your illustration.  Thanks

882
genietim
11 days ago
thaismessina
thaismessinaNew Member
asked in Pergunte à Comunidade
Senha para permitir exportar dados dos database

Boa tarde, É possível cadastrar senha para exportação de dados dos database?Entendo que ser o único membro deixa todos liberados, mas por questão de segurança (por exemplo uma invasão de conta) os dados ficariam mais protegidos.Existe algum meio que eu possa fazer isso? 

110
thaismessina
11 days ago
G
Guilherme FernandesNew Member
asked in Pergunte à Comunidade
Informações Card Conectado

Olá.No formulário incial, não é possível usar campo dinâmico no conteúdo dinâmico, apenas em formulários de fase.Porém, uso uma aplicação onde conecto um pipe A com um pipe B em que, via importer, subo quase 10000 cards contendo registros e informações de lojas nesse Pipe B.Pois bem, realizo a conexão no conexão de Pipe para que o formulário incial do Pipe A possa puxar registros e informações das lojas contidas no Pipe B. É útil na maioria dos casos pois consigo usar as informações do Pipe B em campos condicionais. Contudo, gostaria de saber se é possível, para que o formulário inicial do Pipe A trouxesse, via conteúdo dinâmico ou outro campo, algumas informações dos registros do card B, pois creio que aumentaria muito a interatividade dos vários usuários que do formulário do Pipe A.Existe alguma funcionalidade que permite essa aplicação?

120
G
12 days ago
milare
milareNew Member
asked in Customs Apps & Integrations
Workato - Atualizar campos do tipo database ou card conectado

Bom dia, Estou trabalhando em uma receita no Workato e estou tendo dificuldades de atualizar campos de um card.É possível através desta integração atualizar campos do tipo Database ou Card conectado? Já tentei enviar o ID do card para o campo do card conectado ou o título no campo database. Obrigado! 

943
daniel-batista-unyleya
13 days ago
daniel-batista-unyleya
daniel-batista-unyleyaNew Member
asked in IT Operations
Searching field information in public form of conected pipe

I found it a little strange, as I saw that it is possible to search for a field on the card and not just by the title in the internal form, but in the public form it is not possible. I wanted it to be possible to search for both fields in the public form and in the internal form. Is this a bug or is it a feature? 1- public form data​​​​1- public form data​​​​2 - public form searching2 - public form searching3 - intern form searching 3 - intern form searching 

321
daniel-batista-unyleya
14 days ago
mark-theotcentre
mark-theotcentreNew Participant
asked in Ask the Community
Pipe Connection: prefill direction

We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the “Customer Enquiry” pipe (Name, Business Address etc).When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?Am I missing something here? Can anyone suggest a solution?

702
P
21 days ago
mark-theotcentre
mark-theotcentreNew Participant
asked in API
Pipefy API - Immutable Object Identifiers

Can someone tell me, categorically, which identifier(s) are immutable for each Pipefy Object;Pipe Phase Card FieldWhen discussing “Fields”, my understanding is that “field_id” or “id” is reliably immutable. However, there are other identifiers “internal_id”, “index” and “uuid” each of which would suggest they too could be immutable.Thanks for any helpMark

422
mark-theotcentre
23 days ago
ph.alves
ph.alvesNew Member
asked in Customer Operations
Phase Form | Dynamic field with card in a different phase than the current one

Hey guys!Currently, you can share a phase form via email using the feature: {{card.current_phase_public_link}}, which works great when the card is in the form phase.I would like to know if it is possible to share the link for a specific phase even when the card is in another phase. For example:If the card is in the "Inbox" phase and I want to share the form from that phase, I can use the {{card.current_phase_public_link}} feature.However, if the card is in the "Doing" phase and I want to share the form from the "Inbox" phase, is there a sound feature for this? Something like {{card."Inbox"_phase_public_link}} or {{card.327890003_phase_public_link}}.

291
natalia-manffre
Pipefy Staff
24 days ago
ph.alves
ph.alvesNew Member
asked in Customer Operations
Formulário de Fase | Campo dinâmico com card em fase diferente da atual

Olá, pessoal!Atualmente, é possível compartilhar um formulário de fase por e-mail usando o recurso: {{card.current_phase_public_link}}, que funciona muito bem quando o card está na fase do formulário.Gostaria de saber se é possível compartilhar o link de uma fase específica mesmo quando o card está em outra fase. Por exemplo:Se o card estiver na fase "Caixa de Entrada" e eu quiser compartilhar o formulário dessa fase, posso usar o recurso {{card.current_phase_public_link}}.No entanto, se o card estiver na fase "Fazendo" e eu quiser compartilhar o formulário da fase "Caixa de Entrada", existe algum recurso dinâmico para isso? Algo como {{card."Caixa de Entrada"_phase_public_link}} ou {{card.327890003_phase_public_link}}.

261
natalia-manffre
Pipefy Staff
24 days ago
André Carneiro Saraiva
André Carneiro SaraivaNew Member
asked in Pergunte à Comunidade
Automação com Campos de Anexo

Bom dia, Preciso copiar o anexo de um campo para outro, existe alguma maneira simples de fazer isso, sem precisar de uma API? É possível usar uma automação HTTP do pipefy para salvar a url do anexo em um campo oculto e depois mover para o outro campo, ou fazer isso direto com o mutation? Obrigado!

351
malu-gandara
24 days ago
ManuSanches
ManuSanchesNew Member
asked in Ask the Community
Issue with Anonymous Form Submission and Public Link

I have a form that is 100% anonymous, and I’ve been using the public link for people to fill it out. Until now, it worked even for those who were logged in, and the card would be created under Pipebot.However, today I noticed that the public link's background was not the one I set—it displayed the new portals instead. Additionally, when I opened a card, it was no longer anonymous.This is likely a bug, and I have reported it, but I still wanted to mention it here….

322
P
24 days ago
T
TMZNew Member
asked in Ask the Community
Change Phases via Email only

Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone?  For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.

24129
P
28 days ago

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