Tips and Inspiration

Share best practices, product hacks and templates you built with the community.

  • 83 Topics
  • 165 Replies

83 Topics

Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to test the creation of connected cards using autofill

Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t?  It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you

3144
amir_naderi
13 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
18 days ago
michel-dimelnet
michel-dimelnetRegular Participant
asked in Tips and Inspiration

Frequência de Recorrências

Olá,Em meus processos estou necessitando demais opções de frequências para as automações, como a cada: bimestre, trimestre, semestre e anual. 

4
Ezequiel Souza
1 month ago
Eduardo Cenciani
Eduardo CencianiNew Participant
posted in Tips and Inspiration

New feature - Uso de Convidados externos / External guests

Boa tarde a todos! Como estão?Gostaria de abrir esse ambiente pra saber se vocês já estão usando essa nova feature de convidados externos e convidados da empresa, e casos de aplicação pra que possamos uns aprender com os outros É um prazer!Hi everybody! How are you guys?I would like to open this environment to find out if you are already using this new feature for External Guests and Company Guests, and in this space we can discuss about application cases, so that we can learn from each otherIs a pleasure!

2
diego-miranda
1 month ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

How can I restrict the characters that can be inserted into the field?F.A.Q.

🤔Did you know that in Pipefy you can use Regex in Short Text fields? RegEx, an acronym for Regular Expressions, is a type of programming used to match certain patterns, restricting or enabling certain user actions based on what is typed. Using Regex, only the characters you define (and in the format you choose) can be inserted into the field.😀For more details, check out this article from our Help Center!

353
genietim
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

What to do if your login is blocked?F.A.Q.

👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email support@pipefy.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.

822
lucas-lacerda-pipefy
Pipefy Staff
2 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

Process Intelligence: A Comprehensive GuideBlog

Process intelligence allows organizations to improve their processes, increasing their operational quality across the board. Business leaders are thus willing to adopt a variety of tools to achieve this goal. Those tools are known by various names, such as process intelligence and process mining software.👀 Take a look at this guide in our blog post and discovery the power and benefits of process intelligence, its implementation, examples, and future insights.👉🏼 https://www.pipefy.com/blog/process-intelligence/Be sure to get our free guide > Definitive Guide to Business Process Automation 

220
Lais Laudari
Community Manager
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

🔓 Unlocking Efficiency and Accuracy With Intelligent Document ProcessingBlog

IDP integrates the ground-breaking technologies of artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) to classify, categorize, and validate the data a business captures and extract meaningful insights that help grow and streamline that business.🤔What is intelligent document processing (IDP)?🤔How does IDP work?🤔What’s the benefits of IDP?🤔Where can you apply IDP solutions?👉🏼Find out all these answers in this blog article > https://www.pipefy.com/blog/intelligent-document-processing/Take the opportunity to get for free the Definitive Guide to Business Process Automation 

281
marcosmelo
3 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

Intelligent Process Automation: What It Is & How to Implement ItBlog

Intelligent process automation platforms can be a good fit for companies looking to make a digital transformation. Sweeping digital transformations come with a huge shift in the way work gets done at a business. Beyond problem solving, this indicates that IPA can detect and set key performance indicators for any process on its own, then report suggestions for meeting/exceeding them to users.Do you wanna learn more about how intelligent process automation works and its benefits?👉🏼Don’t waste time and access this article on our blog to stay on.https://www.pipefy.com/blog/intelligent-process-automation/Pipefy AI is coming soon!🤖

300
Lais Laudari
Community Manager
4 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

How AI is Transforming Business Process ManagementBlog

The fusion of business process management with AI technologies like OpenAI and GPT-4 is rapidly transforming the way companies build and manage their processes. AI helps businesses improve operational efficiency and create streamlined processes.🤔But What is AI in business process management?👉🏼Take a look at this blog post: https://www.pipefy.com/blog/ai-business-process-management/🤖Take the opportunity to see how Pipefy AI drives efficiency gains in every type of process:     https://www.pipefy.com/artificial-intelligence/

351
Ezequiel Souza
4 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

🔁 Automation to create connected cardF.A.Q.

The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example:                       Pipe Test 1                                                                      Pipe Test 2On

390
Lais Laudari
Community Manager
4 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

💫 Automation to move parent cardF.A.Q.

This type of automation is ideal when you want to move the parent card after the child card has reached a certain phase in the process.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well. After that you need to connect the pipes, and have connected cards being created in the child pipe.⚠️Important for automation operation!For the proper operation of the movement of the parent card, there must be no obstacles to moving the phase card. For example, a required field in the current parent card phase can’t be empty, or the current parent card phase must not allow the card to move to the phase indicated in the automation. 👉🏼How do I create automation?You can choose from different triggers, like the one in the example below: "A card enters a phase". The automation will be created in the child pipe, as shown in the image: Now you will set the automation action: "Move the parent card". You must select the parent pipe, and also the

451
Ezequiel Souza
4 months ago
ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Tips and Inspiration

Pipefy for Request Management

Hello, Community! I hope you're great!Today, I share with you a quick video we created to talk about request management in Pipefy. As you know, Pipefy is capable of managing processes in the most varied areas (Purchasing, HR, Sales, IT), and many times these processes revolve around requests.We have a person who needs something asking someone else for this. The idea of the video is precisely to explain this dynamic, and help anyone understand how Pipefy can manage requests, regardless of the department! Check it out:  

692
marcosmelo
5 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

How to request a password reset on the platform?F.A.Q.

You can request a password reset directly on the platform, just access the link:👉🏻https://app.pipefy.com/accounts/recoveryEnter your email and choose one of the options below:  After filling out the email and sending it, you will receive a password reset link, which will be valid for 6 hours.

530
Lais Laudari
Community Manager
6 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

📧 How to send email before or after due dateF.A.Q.

 The first step is to create a phase where you will receive the cards that meet the requirement to send an email before or after the expiration date.  In the example, we will set it up so that 7 days before the expiration date of the field an email is sent to the customer.   After creating the phase we will create the recurring activity automation. The frequency within the recurring activity is at your discretion, in this case, we use every half hour. Also, we select the option to move the card to the "Proposal" phase which is the new phase created within the "Recruitment Process" pipe in the example:   Now we go to "Add new scenario" to set the card to move to the new phase, based on 7 days before expiration. Under Phases > Start Form, we select the due date field. Then under Relative, we set it to exactly 7 days ago, as in the video: After saving this first automation. Let's create the second automation, to send the email. At this point, you should have already saved the email t

860
Lais Laudari
Community Manager
6 months ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Export all users information in your orgProduct Hacks

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization?    Well, there’s a thing called GraphQL query that maybe can help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?   First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   {  organizations(ids: [Paste here your Org ID]) {   members {     user {       name       email     }   } } }   It should look like this (example):   {  organizations(ids: [91162]) {   members {     user {       name       email     }   } } }   Afte

2671
khatkechetana
6 months ago
marcosmelo
marcosmeloPipefy Legend
posted in Tips and Inspiration

Error 30001 Permission Denied - Make/Integromat

Olá, Pessoal!Segue uma dica, caso encontrem esse erro no Make. A dica abaixo pode ser uma das soluções.Recentemente tive um problema na integração do Make com o Pipefy. Quando eu tentava salvar uma configuração de um novo cenário inserindo uma conexão já existente no Make, eu recebia uma mensagem de erro informando que a permissão foi negada. Error 30001 Permission Denied.[Painel Make] Depois de muita luta, consegui identificar a causa. A conta de usuário do Pipefy que eu estava usando na conexão com o Make, estava com a função de membro dentro do Pipe. Então, alterei para função de Administrador dentro do Pipe, o erro 30001 sumiu no Make e a integração voltou a funcionar.  [Painel Pipefy]  Mas o engraçado é que não sei como a função do usuário mudou de Admin para Membro. Essa parte estou verificando com a equipe de suporte do Pipefy. 

4
marcosmelo
6 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

💡 How to erase a field value using automation?F.A.Q.

🤔Customers usually ask us “how can I use automation to update my field with an empty value?” This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). 👉🏼 If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. 😉 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process).This field will always be empty and it will be the one to be used in my automation.  2. In order to confuse process users,

722
marcosmelo
6 months ago
Lais Laudari
Community Manager
Lais LaudariCommunity Manager
published in Tips and Inspiration

⏰ Different time in email templatesF.A.Q.

When setting up a new email template, some settings need to be checked. If not, there may be a problem with diverging timezones. My template is at different times, now what?😧First you should access the template and check the current settings. The path taken is this: Pipe Settings > Email > Under Email Templates, select "My Templates" > Select the template you are going to make the change.After that we will check the template settings: Language Settings > Time Zone. ⚠ By default, all templates come in the default time zone GMT 00:00. And if you want to change it, you need to change each template. 👉🏼These settings can only be performed by a pipe member who has admin or super admin access.

520
Lais Laudari
Community Manager
7 months ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to block card creation in a pipe

Hello everyone! How are you doing today? It’s Nico from the Customer Support team again to teach you another Pipefy tip.  Did you ever have a pipe that you wanted to “archive”? Maybe your process in that pipe is over or you put a temporariy stop on it and you really just wanted to prevent people from creating cards on this pipe.  Well, I have a solution for you.  You can use mandatory/required statement fields to do so.  When creating a statement field from inside the edition of the start form there is the option to make the field required.  The logic is, since you are making required a field that allows no action to it, it can’t process. One way to use it is either delete or hide all of your form fields using field conditionals (if you are in the business plan or up), so you don’t lose your data and leave just the statement field in evidence explaining to your coworkers they can no more use this pipe, for example.  You can use this feature in your pipes as well as in your databases!Al

2192
marcosmelo
8 months ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

3708
marcosmelo
8 months ago
thiagomatsunaga
Pipefy Staff
thiagomatsunagaPipefy Staff
published in Tips and Inspiration

An easy way to embed forms and engage your visitors inside WordPressIntegration

Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire

12819
marcosmelo
8 months ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Jump from one pipe to anotherProduct Hacks

Do you have the pain that every time you need to change pipes, you need to go to the home page, search for a pipe and then access  it?    There’s a much easier way to “jump” between pipes. For that, you only need to the Pipe’s ID number!   To find a Pipe ID number is pretty easy, you just need to access  the pipe and tha last numerical digits  at your internet browser URL.   For example:   if you are working one Pipe and want to jump to another one, you just need to change the ID number in the URL.    In the example below, I switch between the  purchase process and  help desk process.       Important: Make sure you save all your work before leaving from one pipe to another!  The same logic also applies to cards, Databases, automation rules and so on.   Don’t forget to like this article if it was helpful! 👍  

2113
marcosmelo
8 months ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

5 new Pipefy tweaks that will boost your efficiency

We’re always looking for improvement opportunities, and lately, we’ve been focusing on deliveries that will help doers achieve more with less.Here are our top 5 small deliveries that can make a big impact on your daily efficiency: You can now select/unselect all items at once on a checklist. Enjoy this new capability with any form or phase with this type of field! Now, you can filter expired and overdue cards and add them as columns to your reports: “expired at” shows the date the card became expired, and “overdue” shows YES/NO to inform if the card is overdue. You can quickly update the phase description directly in the kanban view and make it more intuitive for those using the pipe for the first time. Avoid duplicated cards by setting up fields with a unique value. It works for both pipes and databases. Improve how remote employees exchange information with the company using Pipefy’s mobile version. The app is available for both Android and iOS.   Do you have more Pipefy tricks t

2245
marcosmelo
8 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

🤓 Learn more about Pipefy and make the most of our platform!

Building a process doesn’t need to be a tall order. All you need is the right tools - and our team knows that!  Meet Douglas! He will walk you through the channels that can help you in your Pipefy journey, such as training courses, tutorials, articles and more: Subtitles in English!  Learn at your pace, and make the most of our platform—the sky is the limit!

1242
marcosmelo
8 months ago

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