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Released

Choose phase of new cards in Pipe

Eduardo Kano
Ezequiel Souza
rafael.jefte
  • Eduardo Kano
    Eduardo Kano
  • Ezequiel Souza
    Ezequiel Souza
  • rafael.jefte
    rafael.jefte

alex-coutinho

Choose which phase  a new card should go to, using conditional rules.



 

3 replies

genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • 412 replies
  • March 24, 2021

I believe this can already be achieved using automations:

 

  • - run this automation when a new card is created
  • - add the conditionals you want
  • - as an action of the automation, you choose the “move card” to move it to the phase you want if the conditionals are met

Giovanni Basso
Pipefy Staff

Yes, @genietim is right. Automations can be used to automatically move a card from one phase to another.


Giovanni Basso
Pipefy Staff
Updated idea status NewReleased

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