Creating workflows

Everything you need to know about pipes, phases, cards and more

Raphael Costa avatar Isabelle Wuilleumier avatar Isabela Saciotti avatar +2
57 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Isabela Saciotti and 2 others
Pipes

Kanban View

Use the Kanban board to track activities using columns and cards.
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Written by Isabela Saciotti
Updated over a week ago

List View

Use the List view to manage high volumes of information.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What is a Pipe?

A Pipe enables you to manage an entire process in one place, with complete visibility of people and information.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What is a pipe object?

Name the cards you manage in a pipe.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to create a pipe

Learn how to create a pipe to manage your process in one place.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to set up your pipe

A guide with the first steps to build and edit your pipe according to your business needs.
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Written by Claudia Bär
Updated over a week ago

How to clone a pipe

Pipefy enables users to clone a pipe inside a company or across companies
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a pipe

Learn how to delete a pipe
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Written by Isabelle Wuilleumier
Updated over a week ago

Choosing Pipe Views

View your workflow as a kanban, list, or calendar and learn how to easily switch between them.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Search for specific pipes and databases inside Pipefy

Filter the process and databases you are looking for with the search bar tool.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

View your process in a flow

Observe every detail about your process and modify them if necessary.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Set up alerts in the pipe

Improve time management by defining alerts to optimize SLAs.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to access activity logs for pipes and cards

Stay on top of all your process’s information by having access to your activity history where information is centralized and easy to find.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago
Cards

What is a card?

Cards store essential information for the development of a process. Explore this element.
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Written by Isabela Saciotti
Updated over a week ago

What are parent and child cards?

Discover how cards from different pipes share information once they are connected.
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Written by Claudia Bär
Updated over a week ago

Managing cards in a pipe

Cards gather different types of information to carry out the process. Here is how to create, edit and delete them.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Can I copy cards from one pipe to another?

Use connections or automations to share information between processes.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Can I move multiple cards at the same time?

Is it possible to move more than one card from one phase to another at the same time?
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to sort your pipe's cards

Learn how to display a phase's cards in a pipe according to your needs.
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Written by Isabela Saciotti
Updated over a week ago

Edit top buttons of your cards and start form

Choose which fixed fields and features should appear at the top of cards and the start form.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to move cards across different phases

Action buttons enable moving cards from one phase to another.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to filter and search for cards

Save time and find your cards quickly and easily.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to enable the Request Tracker

Enable this option to allow guests users to track their requests on your pipes.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to add comments in cards

Easily collaborate with your team directly inside Pipefy.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago
Forms

Meet Pipefy Forms

Learn all about the forms area inside Pipefy.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to make and track requests in Pipefy

Here is how to create and keep an eye on your orders, requests, or tickets statuses.
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Written by Claudia Bär
Updated over a week ago

Editing the Start Form

Learn how to modify a pipe's Start Form and the fields in it.
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Written by Claudia Bär
Updated over a week ago

What are Phase Forms?

Collect information in a specific stage of your workflow with phase forms.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

What is a Public Form?

Let external users create cards in any pipe by turning a start form into a public form and sharing it online.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a Start Form

Learn how to create and use a Start Form to collect information when building a process.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Customize the Public Form

Edit your public form to match your company's brand, so your stakeholders recognize its credibility.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to use initial values on a public form

Learn how to use initial values to fix a connected card's information on your public forms.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to share Public Forms

Collect all the information you need to begin a process with Pipefy's public forms.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to embed a public form on a website

Add a public form on your website so that requesters can access the form directly from a page.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to customize the open card view

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago
Fields

What is the Dynamic Content field?

This field type allows you to use data from previous phases to create custom messages on public forms.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

What are fields in a phase or a form?

Fields keep all the information you need to your workflow and can have various formats.
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Written by Claudia Bär
Updated over a week ago

How to use dynamic content field in a form

Use this field to add custom messages in your pipe's forms.
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Written by Claudia Bär
Updated over a week ago

Set up field conditionals

Show or hide specific fields in a form according to previous answers.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Select the right field types for a form or phase

Learn about the different field types a user can add to Pipefy forms to gather information.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to Create or Edit a Field

Start form or phase form fields are customizable. Here is how to do it.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

What are field conditionals?

Show or hide specific fields in a form according to specific answers, so users can complete requests faster.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

What is a connection field?

This feature allows you to connect two different pipes, plus connect pipes to databases.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to use autofill

Automatically fill card fields in pipes or records in databases.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Validation of custom fields with Regex

Create fields with Regex to further customize your process.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago