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Submitted

Create labels when updating a field

  • June 29, 2021
  • 5 replies
  • 228 views

thaiannelourenco

The idea is that when a field is updated with a certain information, whether it is right or wrong, the tag can be created by automation.

For example, for a providers hiring process, when you fill in the password field with a wrong sequence to approve the budget, the label will automatically appear on the card to inform you that the demand is pending approval.

The label is much more visual by using colors and being evident on the card, identifying the action required easily and facilitating the continuity of the process.

5 replies

genietim
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  • Legend
  • June 29, 2021

This is probably related to https://community.pipefy.com/ideas/automation-to-change-label-909, right?

I noticed a few weeks back that there are actually hacks with the labels field and it syncing with the cards values to achieve this, I believe, but have to check again and will write a post about it if you can.


thaiannelourenco

It would be nice @genietim :)


genietim
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  • Legend
  • July 1, 2021

Ok, here is my proposal: https://community.pipefy.com/tips-and-inspiration-45/how-to-change-labels-using-automations-1114

Please comment there if you have any questions or if I misunderstood your intentions.


Giovanni Basso
Pipefy Staff

@Rodrigo Leite, creation of labels via automation when updating card. All yours! :) 


Giovanni Basso
Pipefy Staff
Updated idea statusNewSubmitted