Creating workflows

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

Raphael Costa avatar Isabelle Wuilleumier avatar Mariana Miecznikowski avatar +4
71 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Mariana Miecznikowski and 4 others
Pipes

Pipe

Pipes unlock full visibility over your entire workflow and centralize all critical information in a single place.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to setup your pipe?

See how to give your first steps with a product tour tutorial
Mariana Miecznikowski avatar
Written by Mariana Miecznikowski
Updated over a week ago

Create a pipe

Create a new pipe to manage and organize all your processes in Pipefy
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Edit your Pipe

Customize your Pipe's with alerts, icons and more.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to clone a pipe

Pipefy enables users to create a copy of 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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Make a pipe private

Edit your pipe so that only company admin and invited users will see it in the company dashboard and access it.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Pipe views

Learn how to switch between the available pipe views to choose the one that best suits your work needs
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Pipe List View

Easily visualize your pipe's information in a list view mode.
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Pipe filter

Easily find the pipe you need among others
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

How to export data from a pipe

Learn how to export the data in your pipes fields into a spreadsheet using the reports feature
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Flow: Get full visibility of all steps of your workflow

View and edit all steps of your pipe in a single place.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Pipe alerts

Pipefy offers different types of alerts to help you optimally control your processes lead times and SLAs
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago
Cards

Card

Cards centralize essential information about a request, demand, or any unique activity in your process.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to create a card

Learn all about the different ways to create cards in a pipe
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a card

Customize fields and customize a Card's components according to your needs.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a card

Once you delete a card, all of its intakes will be permanently gone.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Can I copy cards from one pipe to another?

Unfortunately you can't, but we might have two solutions ready for you! Learn more about them here
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.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to enable/disable the card's fixed base actions

Learn how to enable/disable the fixed base actions displayed in the upper right corner of the open card and the top of the start form
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Late alert

Get notified with a Late Alert when your cards exceed the established SLA for a phase
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up a late alert

Learn how to set up an alert that's triggered when a card reaches the maximum lead-time for a phase
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Expired Alerts

Receive a notification when a card expires a delivery time in a phase of your pipe.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to set up a card's expired alert?

Learn how to set up an alert that's triggered when the maximum lead-time for a pipe is reached
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Action buttons

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

Card filter/search

Learn how to filter or search for cards in your pipe.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Follow the status of cards you create in Public Forms through the Request Tracker

Find out how to track the status of your orders, requests, tickets and much more in the pipes you’re not a member of.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Comments

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

Pipefy Forms

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

What is a Start Form?

The Start Form gathers all the information you need to start a workflow. Learn more about it here.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Edit the Start Form

Edit your start form preferences as well as the information that must be filled out in your form
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a start form?

Deleting a pipe's start form is not possible. Learn why.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

What are Phase Forms?

Share a phase in your process as a form.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Public Form

Let external users create cards in a pipe by making its start form public and sharing a custom URL or embedding it on your website.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Create a start form

Create a complete start form to ensure your process' input is provided correctly
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Customize your Public Form

Edit your Public Form to match your company's design
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Delete a public form

Make sure your pipe's start form is no longer public
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 inside Pipefy

There’s a better way to share forms and work with your team, ensuring greater collaboration and organization in your processes.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to customize the open card view

Learn how to edit the card view and choose what information is displayed on the left side of the open cards
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago
Fields

What are fields in a phase or a form?

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

How to setup field conditionals

Learn how to setup field conditionals to show/hide fields in your pipe's form and phases according to conditional logic
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Field Types

Learn all about the different field types that you can customize in Pipefy.
Isabela Saciotti avatar
Written by Isabela Saciotti
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

How to delete a field?

Learn how to remove a field from your pipe's phases or start form
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Conditional logic: field conditionals

Add field conditionals to show/hide fields in your pipe's form and phases according to conditional logic
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Connection Field

Pipefy's connection field allows you to let your pipes and databases work together
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Autofill

Learn how to use autofill in connections/connection fields to manually create connected cards/records faster
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