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Create a card in another Phase


sistemas-lehit

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization?

 

Best answer by genietim

I guess my suggestion would have been to have a field, something like “automatically move to phase ...”, that’s hidden and filled in by your automation. Then, you have another automation in the other pipe that moves the card if this field is present/filled in.

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4 replies

sistemas-lehit

Sorry i already made it, it was really easy


genietim
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  • Pipefy Legend
  • 412 replies
  • December 18, 2023

Just for reference if someone else searches for this; do you mind sharing your solution?


genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • 412 replies
  • Answer
  • December 18, 2023

I guess my suggestion would have been to have a field, something like “automatically move to phase ...”, that’s hidden and filled in by your automation. Then, you have another automation in the other pipe that moves the card if this field is present/filled in.


sistemas-lehit
genietim wrote:

Just for reference if someone else searches for this; do you mind sharing your solution?

just create a pipe with the same fields in the start form as the original pipe, then create an automation that creates a new card in a phase of the pipe

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