One of the most requested functions of all time, top 1 in votes in our Ideas section, has become a reality! Yes, my friends, it is...
We're excited to announce the launch of Automated Formulas!
Feature description: In order to solve the problem that some processes face today, of not being able to make calculations automatically natively in Pipefy, we have implemented a new automation rule, where from the pipe fields it is possible to automatically perform simple calculations such as addition, subtraction, multiplication, division, average, minimum and maximum.
You can apply them to all fields of type Number, Currency and Date in your pipes, as well as their connections. The operations and functions available are:
- Mathematical: +, -, *, /, %, ^
- Numeric: MIN(), MAX(), SUM(), AVG(), COUNT(), ROUND()
- Comparisons: <, >, <=, >=, <>, =
- Dates: (+/-) Number - resulting in a date; Date - Date - resulting in the difference between the dates (number of days); Date (>,<,=) Date - resulting in a true or false return.
Use case (examples):
Vacation:
- If Card creation date is less than 30 days before Vacation start date > Automatically decline the vacation request for being outside the rules;
- Calculate the vacation balance of an employee based on their starting date;
- Automatically generate the vacation final data based on the start date and amount of days.
Finance:
- Add a dynamic amount of credit days for a payment due date with an Original due date + Number of days of credit;
- Compare if the date of the expense which reimbursement is being requested is inside or outside the business rule of your reimbursement process.
For what kind of customers? Available for the whole customer base.
Access this material to find out more: https://help.pipefy.com/en/articles/8499961-automated-formulas
Feedbacks are welcome!
