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What is a done card ?

  • October 25, 2022
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chrgilles
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Hi all !

Could you confirm, if a done card is a card moved at the end of a workflow, in a phase marked as an end of the process ?

Thanks a lot :)

Best answer by Ezequiel Souza

HI

 

Yes! I have an phase called Archived. Monthly basis the automation moved all cards in the Done ´phase to Archived. Archived is marked as End of Process as well.

Based on the date, the automation move all cards from Done Phase to Archived phase.

 

Good luck.

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4 replies

Ezequiel Souza
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Hi

 

If the phase is marked as a end of process, the card when is moved to them, will become “unavailable”. The pipefy understand that phase is the last one.

 

Good Luck.


chrgilles
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  • 30 replies
  • October 25, 2022

Ok thanks, others question was, is it possible to have a done card outside a phase marked as a end of process ?

In fact i have to be sure that a done card is a card moved in phase marked as a end of process to launch a trigger in Zapier (and not in an other phase)…

 

 


Ezequiel Souza
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  • Pipefy Legend
  • 1033 replies
  • Answer
  • October 25, 2022

HI

 

Yes! I have an phase called Archived. Monthly basis the automation moved all cards in the Done ´phase to Archived. Archived is marked as End of Process as well.

Based on the date, the automation move all cards from Done Phase to Archived phase.

 

Good luck.


rafael.jefte
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Ezequiel Souza wrote:

HI

 

Yes! I have an phase called Archived. Monthly basis the automation moved all cards in the Done ´phase to Archived. Archived is marked as End of Process as well.

Based on the date, the automation move all cards from Done Phase to Archived phase.

 

Good luck.

Vale lembrar que você pode ter mais de uma fase que é “fim do processo”. 


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