Topics started by zach-ketosource

4 Topics

zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Importing Data Into Multiple Fields

I would like to import data that fills fields across multiple phases for new cards. I.e. one row of data would be used to create a new card and also fill in data for other phases of that card at the same time - not just the start form. When I am importing data, the importer tool allows me to select these ‘extra’ fields outside the start form, but I get an error each time I select them and then attempt an import. If I only import data only for fields in the start form, then I can create cards without any problems. Am I doing something wrong or is this not possible to do right now?

4
zach-ketosource
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Is it possible to remove editing permissions for connected fields?

I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?

3
julia-pinheiro
Pipefy Staff
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

The 'Autofill Fields' menu does not load properly when updating it

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

3
zach-ketosource
1 year ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask the Community

Automation to update a connected field

I would like to update a connected pipe’s field when another field is updated. I can automatically choose a fixed field value from a connected pipe, but I cannot update any fields for the connected pipe with this automation. I’m wondering if I’ve missed something here or I’m choosing the wrong options? I’m currently using the ‘A field is updated’ - ‘Update a field’ option set for the automation. Any help is greatly appreciated.

4
zach-ketosource
1 year ago

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