We’re implementing a fast moving process by means of Pipefy, including several phases and collecting a lot of data as a card moves through the process.
Cards are also connected to several databases for additional details and legal document attachments.
At the end of a the process, we don’t want a pile of card accumulating, but cannot delete them either. We also cannot sufficiently filter the cards in the pipe either.
Archiving such cards is a good option but nowhere in the documentation I can find any way to do so.
What is the best way to handle this?
Your input will be greatly appreciated.
Best answer by genietimView original