Skip to main content
Submitted

Skipping required fields in the automation to create a child card

genietim
Ezequiel Souza
alicereis
marcosmelo
  • genietim
    genietim
  • Ezequiel Souza
    Ezequiel Souza
  • alicereis
    alicereis
  • marcosmelo
    marcosmelo

Amanda Zepechouka

Hi guys,

It would be really helpful if when creating an automation to create a child card in another pipe, if it was allowed skip fields, even when they are required in the child pipe.

For example, I have a pipe for "Registration Change" where the employee can request an inclusion in the health care plan, through the automation I would like to create a card in the pipe "Benefits Management" for achieving that inclusion. In my pipe for "Benefits Management" the employee can request other benefits besides the health care plan that has required fields just for that benefit requested, so I can't create the automation to create a child card just for the health care plan requested in the pipe "Registration Change".

(This function would be similar to the data import from an excel sheet, but it would be possible to skip fields that are required just under certain conditions that are not true in the situation)

2 replies

Juliana Spinardi
Pipefy Staff
Forum|alt.badge.img+8
Updated idea status New → Submitted

rebeca.venancio
Forum|alt.badge.img+5

@vitoria_lanes this sugestion could help us in Prospection Pipe. :heart_eyes:


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings