We use different fields as Card titles depending on the Pipe but what all e-mails have in common is the card ID so we can find whatever card they need help with in whatever pipe.
With that said, users can´t use their card ID to find their request in the tab “Requests” because it only looks for the title….. It would be great to be able to filter by pipe name, date, status and ID!
+18Hello,
Good idea
Here is a suggestion that I applied in some cases similar to yours.
To palliatively address this, I created an automation to update a text field with all the fields I need in the filter search. This way, the text field that will receive this concatenated information can be used as the card title and solves the problem
Then, when a card is created, the automation fills the text field with the information I want, separated by a hyphen
Then, I define the concatenated text field as the card title
And the title of the card will have the information defined in the concatenated text field, making it easier to find.
In my case, I have the ID, CEP and UF
I hope this tip can help you while the pipefy team develops this improvement.
+18Yes, the problem is the consumption of automations.
This makes a lot of sense
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
