A button to disable mandatory fields in Automation


Hi Pipefy admin


I would like suggest that an option to “disable” mandatory field when you are creating or editing an automation to permit save it.

When there are several field mandatory the manual process is very hard to disable and re-enable again.

 

This feature will be very helpful.

Thanks

This would help a lot.

Good suggestion!


There is a workaround possible: mandatory fields are no longer mandatory, if they are hidden.

Therefore, what you want, is to hide fields for the automation.

This you can do with another field, which you fill by another automation.

Therefore, the whole process would look like this:

  • you had an automation, say “0”, with a trigger
  • new: you add 2 checkbox fields to the form, 1 something like “trigger automation 0”, and one “hide mandatory fields”
  • new: conditionals: (a) hide the two new fields, always, they should only be changed by automations, and (b) add a conditional to hide all the mandatory fields if the “hide mandatory fields” checkbox is set
  • new: add an automation, that uses the trigger you had used for automation “0”, and in that automation, check the two new checkbox fields
  • adjust the automation “0”: change the trigger to run it only, once the “trigger automation 0” checkbox is set. Also, once it is run, it should remove the check in the “hide mandatory fields” to make them visible again - if your automation is doing something else, e.g. moving the card, you have to add a third automation to unset said check once the move is complete (with the additional condition that the field is still set)

And there you have it, an automation that can act while ignoring mandatory fields.

Is your problem that you cannot create cards by automation without filling mandatory fields? Then I would suggest to just fill them with a dummy value, say “__automation__do_remove__”, and add other automations for all the fields to empty them.


Updated idea statusNewSubmitted
Idea merged into:

All the votes from this idea have been transferred.