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When setting up an automation to move cards, there are some steps we should verify to ensure it will work as expected.

Mandatory fields

If there is any required field in a form, the card won't move unless it's filled out.

For example, if you have an automation that moves cards to a specific phase right after they're created in the pipe, your first phase cannot have any mandatory fields, or otherwise, the automation won't be able to move the card.

To solve this, click on the phase's edit button (or the start form), then on the edit field button and turn off the option: this field is required.

Connected pipes

If the card you're trying to move is connected to one or more pipes, edit the connection and verify the advanced options.

Maybe your card isn't moving because one or more of these options are activated. They can make automation work for some cards and not for others, depending on the connection.

  • A connected card must be created to move the parent card to the next phase.

  • A connected card must be created to move the parent card to the final phase.

  • The parent card can't be moved to the next phase until all connected cards have reached the final phase.

  • The parent card can't be moved to the final phase until all connected cards have reached the final phase.

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