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Moving child card

  • 7 August 2023
  • 3 replies
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Is there no way to create an automation where the movement of a parent card triggers the movement of a child card? It sems like a such a logical feature to have, but I can“t find it on Pipefy

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Best answer by Lais Laudari 7 August 2023, 16:02

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Userlevel 7
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Hi

Ā 

There is no this automation native speaking.Ā  It’s required use the Workato or Intgromat integration.

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I wish good luck

Userlevel 7
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Hi @johnnymxp!

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As @Ezequiel SouzaĀ mentionedĀ is not available natively. You can register this idea to our product team here.
Ā 

With automation it is possible to perform the movement of only the parent from the child. For a possible workaround for the opposite to be done, you would have to recreate this inverse relationship as well. That is, make the child card the parent of the parent.Ā 

To do this you can create a connection field between pipes in your child's pipe, where you would search for the parent card to create this inverse relationship and then follow with the native automation of Pipefy.


You also can perform this automation via zapier, as said, and insert a filter so that the move happens only when the card is moved to a specific phase. See the example below:

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Userlevel 7
Badge +6

This would be a very good function, I advise you to give this idea @johnnymxpĀ 

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