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Moving cards through automation does not update card phase

  • September 25, 2024
  • 9 replies
  • 272 views

Matheus Soares

I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column

 

Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase. 

 

Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move it to the ‘Triagem’ phase.

 

If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.

Can anyone please help me with this matter? Thanks!

Best answer by Leonardo Lucena

That day we had a slowdown in the synchronization of the card appearing in the correct phase. Does the problem persist @Matheus Soares ?

9 replies

marcosmelo
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  • Legend
  • September 25, 2024

I reproduced the automation here and the same thing happened only with the updated field automation, when I created the automation with another trigger, the phase is shown correctly.
I believe this is a BUG, ​​I suggest you contact support so they can check


Matheus Soares
  • Author
  • Explorer
  • September 25, 2024

Thank you @marcosmelo !


Matheus Soares
  • Author
  • Explorer
  • September 25, 2024

@marcosmelo I can't seem to report a bug with a free account :/


marcosmelo
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  • Legend
  • September 25, 2024

Hi, @Matheus Soares 

 

We can wait for someone from the Pipefy team to analyze your issue right here in the community.


Leonardo Lucena
Pipefy Staff
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  • Customer Support
  • Answer
  • September 30, 2024

That day we had a slowdown in the synchronization of the card appearing in the correct phase. Does the problem persist @Matheus Soares ?


Matheus Soares
  • Author
  • Explorer
  • September 30, 2024

@Leonardo Lucena Hello. No, it's working properly now, thanks!


marcosmelo
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  • Legend
  • September 30, 2024

👏👏👏


I've created an automation to move the card to another phase when the value is present. In the kanban visualization, the card goes to the correct phase, but I can't access it's form. On the upper part of the card we see that it's still in the previous phase, even though the card is in the correct phase column

 

Here we see the card in the first phase. When the field ‘Valor do serviço’ has a value, the automation sends it to the next phase. 

 

Here we see that the card in the kanban has moved to the correct phase. But when we open the card, it's still in the previous phase and there's even a button to move Security of Construction Sites it to the ‘Triagem’ phase.
 

If I move the card manually back to the first phase and then to the ‘Triagem’ phase, the form looks correct.

Can anyone please help me with this matter? Thanks!

Great


  • Explorer
  • November 20, 2024

It seems like the automation is updating the card's phase visually in the Kanban view but not fully syncing its status or form details. This could be due to a delay or an issue in how the automation updates the card's internal state. Try rechecking the automation rules to ensure all necessary actions are triggered, especially updating the card’s phase metadata. If the issue persists, clearing your cache or refreshing the page might help. Alternatively, contacting Pipefy support could provide a quick fix if it’s a system glitch.