Skip to main content
Solved

Moving Children Card


Lucas Democh
Forum|alt.badge.img+15

 

Can I create an automation that moves CHILDREN CARD when PARENT CARD is moved? The CHILDREN CARD its a existing card.

Best answer by Lucas Democh

@paulonavarro 
 

Sorry for the delay in replying.

 

When the parent card is moved in Pipe 1 (Module [3] Integromat), module [5] will list all cards in Pipe 2 (Pipe which will contain the child cards). The filter between module [5] and [4] will allow only child cards to pass and be moved in module [4].

For the filter to work, you need to have a Parent Card ID field on each of the Child Cards. This Parent card ID field must match the ID of the card moved in module [3].

View original
Did this topic help you find an answer to your question?

4 replies

Lucas Democh
Forum|alt.badge.img+15
  • Author
  • Pipefy Legend
  • 396 replies
  • October 12, 2020

 

I found an alternative solution using Integromat. I combined the functions of tracking moved cards and move card to a phase. 


paulonavarro
  • New Participant
  • 15 replies
  • April 22, 2021

Hi @Lucas Democh can you share the layout or steps of your solution on Integromat? If there is not any confidential information.

We are using pipes in three layers, our sales team is working on the first layer, engineering on the second layer (child), and procurement on the third layer (grand child :sweat_smile: ). Using automation I can move all above the third layer, but want it to move child cards when the first layer card is moved as well. 

Thanks

Lucas Democh wrote:

 

I found an alternative solution using Integromat. I combined the functions of tracking moved cards and move card to a phase. 

 


Lucas Democh
Forum|alt.badge.img+15
  • Author
  • Pipefy Legend
  • 396 replies
  • Answer
  • June 18, 2021

@paulonavarro 
 

Sorry for the delay in replying.

 

When the parent card is moved in Pipe 1 (Module [3] Integromat), module [5] will list all cards in Pipe 2 (Pipe which will contain the child cards). The filter between module [5] and [4] will allow only child cards to pass and be moved in module [4].

For the filter to work, you need to have a Parent Card ID field on each of the Child Cards. This Parent card ID field must match the ID of the card moved in module [3].


paulonavarro
  • New Participant
  • 15 replies
  • June 18, 2021

Nice! Thanks a lot @Lucas Democh We have evolved our use of integromat and will test this!


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings