Hello everyone!
I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.
How can I create an automation to move the card once the borrower finished the phase form?
Sincerely,
Caio
Best answer by Ezequiel Souza
View original
+13
Hi
You can create a field type Checkbox as “Send all attached to next phase”
When this field is clicked use the automation “When the field is updated” Move the card to Phase.
Note: Maybe some fields to be filled must be mandatory to avoid “missed files”.
Good luck
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