Creating workflows

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

Raphael Costa avatar Isabelle Wuilleumier avatar Lana Fidelis avatar +3
71 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Lana Fidelis and 3 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.
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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.
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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.
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Written by Claudia Bär
Updated over a week ago

How to set up your pipe

Learn how to edit your pipe's name, icons, and colors, set alerts, and more.
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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

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.
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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

Pipe filter

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

How to export data from a pipe

Learn how to export your pipe’s field data into spreadsheets 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.
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Written by Ian Castelli
Updated over a week ago

Creating Pipe alerts

Pipefy offers different types of alerts to help you optimize your process lead times and SLAs. Learn how to implement them here.
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Written by Lana Fidelis
Updated over a week ago
Cards

What is a card?

This article explains what a card is and what it represents in your process.
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Written by Isabela Saciotti
Updated over a week ago

How to create, edit, and delete cards

A quick tutorial about creating and modifying cards: the main component of your workflow.
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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.
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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?
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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.
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Written by Isabelle Wuilleumier
Updated over a week ago

What is a Late Alert?

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

What is an expired alert?

Receive a notification when a card expires in a pipe.
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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

How to move cards across different phases

Action buttons enable moving cards from one phase to another.
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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.
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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.
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Written by Isabela Saciotti
Updated over a week ago
Forms

Meet Pipefy Forms

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

What is a Start Form?

Collect all the information you need to start a workflow through a customizable form.
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Written by Isabela Saciotti
Updated over a week ago

Editing the Start Form

Learn how to modify a pipe's Start Form and the fields in it.
Claudia Bär avatar
Written by Claudia Bär
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?

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

Create a Start Form from scratch

Read this quick guide if you are building a process from scratch and have to set up a Start Form.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to customize your Public Form

Edit your public form to match your company's brand.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to 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

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.
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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

Learn about conditional logic with practical examples and this 3 minute tutorial about field conditionals.
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Written by Claudia Bär
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

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