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Duplicate pipes with conditional rules

Tauany
rebeca.venancio
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ivan.novofoco

When we duplicate a Pipe, the configured Conditionals are not duplicated.
 

This function is very important when we need to clone multiple Pipes with the same structure.

19 replies

rebeca.venancio
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@ivan.novofoco, in addition, I sugest that when we duplicate a Pipe, not only the configured Conditionals be duplicate, but the cards too. It will help when we need uptaded the Pipe. 


ivan.novofoco
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  • Author
  • Pipefy Certified Partner
  • 136 replies
  • June 19, 2020

@rebeca.venancio Exactly. Thanks for the additional suggestion.


savicbo
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  • New Participant
  • 21 replies
  • June 24, 2020

I agree, a feature to (important) OPTIONALLY copy form conditionals, automations, and cards would be very useful. For example, it is not possible to delete a field without loosing all the stored data and so we tend to make versions of pipes. With 15+ automations, this is a lot of work on slows down iterative improvements. This feature would help make that alot easier


andreribeiro
Pipefy Staff
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Great feedback, @ivan.novofoco! It would help for sure to build scalable solutions. Thanks for sharing!


Raphael Costa
Pipefy Staff
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@ivan.novofoco @savicbo @rebeca.venancio Thank you for your feedback. Could you please share with in which scenarios cloning pipes with conditional rules and cards would be necessary? And what benefits would this feature generate for your teams? Looking forward to hearing your thoughts. 


savicbo
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  • New Participant
  • 21 replies
  • June 29, 2020

@Raphael Costa for us the example we mention is versioning of pipes. That allows us to put in new features/flows to test and then move users to the new pipe without loosing old data or risking production issues. I could also see it used to improve templates since conditionals and automations are more “advanced” than simple pipe structures and new users could benefit from having those included in templates.


rebeca.venancio
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Raphael Costa wrote:

@ivan.novofoco @savicbo @rebeca.venancio Thank you for your feedback. Could you please share with in which scenarios cloning pipes with conditional rules and cards would be necessary? And what benefits would this feature generate for your teams? Looking forward to hearing your thoughts. 

@Raphael Costa In our case, we made one time per year a Pipefy downtime, when we do improvement of our process in the plataform. Due to the inability to duplicate pipes with conditionals rules and cards, we make the improvement in the pipe we already have. When making these significant changes to the pipe, there is the possibility of loosing old data and it causes us to have a rework of the informations (if we do improvement in past questions). So, if it`s possible duplicate pipes with all in, it allow us put in new features without loosing old data and spend a lot of time in this Pipefy downtime (like mentioned @savicbo).


ivan.novofoco
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  • Author
  • Pipefy Certified Partner
  • 136 replies
  • July 2, 2020
Raphael Costa wrote:

@ivan.novofoco @savicbo @rebeca.venancio Thank you for your feedback. Could you please share with in which scenarios cloning pipes with conditional rules and cards would be necessary? And what benefits would this feature generate for your teams? Looking forward to hearing your thoughts. 

Hi @Raphael Costa ,
 

Novofoco is a Pipefy partner and we use Pipefy in our consultancies.

We have many pipes created in our organization and in our customers' organizations that could be used in new projects.

Sometimes we create a more complete flow, with automations and conditionals, that would work for other customers and would save us a lot of time if it were possible to duplicate it.


Eduardo Cerejo
Pipefy Staff

Great news! We are working on it and, very soon, we should announce this feature for cloning Pipe.  Our engineering team is working like a charm to ship this for our customers :stuck_out_tongue_winking_eye:


Juliana Spinardi
Pipefy Staff
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Updated idea status SubmittedUnder Consideration

ivan.novofoco
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  • Author
  • Pipefy Certified Partner
  • 136 replies
  • February 2, 2021

Great news!


rebeca.venancio
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Uhul! It is a really great news! :heart_eyes:


Eduardo Cerejo
Pipefy Staff

Hey all! Just to heads up that now you can clone your process, cloning all conditionals. Since it's not possible to clone the connections yet, we are not cloning conditional that uses a connected field. Otherwise, all your conditionals will be cloned!

 

 


Juliana Spinardi
Pipefy Staff
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Updated idea status Under ConsiderationReleased

naira.bonifacio

Hey guys! We still not having the possibility to clone cards too with the process. There is any improvement process for that on the way? I saw a lot of requeriments regarding that here


Lais Laudari

Hi @naira.bonifacio, welcome to the Community!
You can register your ideas here, them the product team can analyze your suggestion and you can also track it. 😉


naira.bonifacio

Hi @Lais Laudari! Thank you for the opportunity.

My suggestion is to extend the cloning capability of the tool and expand to cloning cards as well.

There are two reasons for this:

1. Organizations often have a mixed need for process and project management. Both models are made up of a beginning, middle and end. That is, naturally replicating successful processes or previously planned cards makes the team's work much more agile and maintains an organization's management intelligence for other collaborators.

2. The cloning of cards facilitates the creation of execution patterns for different types of projects belonging to the same department.

I don't see much sense in having a tool that I have to recreate the same pipe and cards from scratch for every new project.

Hoping that this request will be met by pipefy team :)


Cheers!


Nicole Chiroli
Pipefy Staff
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Hi, Naira. 

Thank you for the feedback! I have logged in internally to our team.

Best, 


naira.bonifacio

Thank you @Nicole Chiroli! I am available for any additional comments

 


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