Conflict checking process

  • 26 June 2023
  • 2 replies
  • 92 views

Good afternoon, Community. All good?Does anyone have any process model for checking conflicts between clients?That is, the requester answers some questions on the form, such as the customer's name, parts, etc., and the system returns informing if there is any conflict.between that customer. The customer base can be queried, send alerts to other people.It would be something like that.

2 replies

Userlevel 7
Badge +18

Hi, @paola-siman 

I don't know if I understand correctly, but see if this article helps you

https://help.pipefy.com/en/articles/6492517-how-to-avoid-duplicated-cards

Userlevel 3

Hi @paola-siman!

Hope my message find you well! 

 

Did the article shared by @marcosmelo helped you? 😊

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