Replies posted by Morgana da Rocha

1 Reply

Lucas Democh
Lucas DemochPipefy Legend
posted in Ask the Community

Best practices for working with branches in Pipefy.

Hey, Lucas!In Pipefy, the only rule for a user not to see some cards is through a restricted view. All the other options of visualization will allow users to view all the cards in the pipe.Here we have two options:Create an assignee field with the name “visualization”  to populate the cards through automation with all the team that is part of this related branch - with this model you can use restricted view, but it can pollute the activities for each member; Or you can keep everyone as a member and enable the option (pipe settings) of only responsible to edit card - but with that, people from one branch will keep seeing the cards from other branches. Let me know if I could help you!

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Morgana da Rocha
Pipefy Staff
3 years ago

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