We pretty much live and breath in one main Pipe. I am thinking about updating the pipe’s start form and public form with some new options and conditionals. What will happen to cards created in the Pipe under the prior Start Form? Anything I should worry about?
Answer
What happens to existing cards when you update a start form?
Best answer by Lana Fidelis
If you delete those fields Matt you'll lose the information registered on the previous cards, so be aware haha
The best thing to do is to hide these fields with conditionals if you don't want them anymore.
- Pipefy Staff
- Answer
If you delete those fields Matt you'll lose the information registered on the previous cards, so be aware haha
The best thing to do is to hide these fields with conditionals if you don't want them anymore.
So if I am adding a field that should not impact the past cards? It would just show that field as “blank” on any past cards?
Does re-ordering a field impact past cards?
+12So if I am adding a field that should not impact the past cards? It would just show that field as “blank” on any past cards?
Does re-ordering a field impact past cards?
Exactly: adding a field (even if it is “required”) will have the old cards to have empty values in those fields.
Reordering the fields will reorder them also on past cards (if you look in the history), but they will retain their values. Reordering is therefore “aesthetic only”.
Feel free to archive your cards data from time to time e.g. by exporting them from a report with all its fields as an Excel sheet. This way, you will have a snapshot which will not loose any fields (and can potentially be re-imported later on).
+12The only “batch-delete” I know is to use the GraphQL API.
If you are brave, I can open a new thread in “Best Practices” where I would explain how to do that; there is a way to use the GraphQL API where I would just explain you where to copy-paste what (resp., I suppose the way would be to create an excel-file, from which to copy to https://app.pipefy.com/graphiql).
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.