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Hello, Pipefy community! 👋

 

Have you ever had trouble with duplicated information inside your processes? An application submitted twice by mistake in your recruitment process, a repeated purchase order causing trouble with your vendors, or even a duplicated lead that caused confusion among the sales representatives?

If so, this improvement will come in handy for you: now, as a pipe admin, you can configure some fields with a unique value in your process. To illustrate, if you already have a card registered with the email alysa.augusta@pipefymail.com in your Pipe, and someone else tries to create a new one with this exact email, they will not be able to.These are the fields you can set as unique:

  • Short text;
  • Email;
  • Phone number;
  • Document ID (CPF, CNPJ);
  • Number;
  • Currency;
  • Date;
  • Date time;
  • Due date.

 

Email field edition modal, highlighting the new "The field must have a unique value" configuration.

 

This capability already existed in the Databases, so a few of you might already be familiar with it. Now, it’s also available in your Pipes, so you can take advantage of it and make your process even more error-proof!

If you have any doubts or feedback, contact our team, and we’ll be glad to connect!

Hugeeeeee, @Rodrigo Subirá 

Congrats!!! 

Amazingly awesome!

One of the best functions!

Hi all, does it work with multiple fields at once?
For example if I have a business rule that says:

“Cards are duplicate based when they have the same account_id, resource_id and relation_type.”

Separately all these fields are not unique, but together they should be unique.

Hi @bernardo-costa 
Unfortunately not.

I submitted this suggestion as it would be great.
 

 

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