Estimated reading time: 4 minutes
Who can move cards?
Pipe members and admins.
All plans - free and paid.
Before you begin:
Make sure you know the basics about phases.
Understand how to create fields in forms and phases.
Phases represent the stages of a process, while cards correspond to tasks you're going to handle. As you work on them, you can update their status by moving cards from one phase to another.
You can:
Move a card manually
There are two ways of doing this:
Drag and drop the card to the next phase.
Open the card and select the phase you want to move it to.
By default, cards in Pipefy can only be moved one phase forward or backward at a time. Users cannot manually skip multiple phases in a single move, ensuring workflows follow the predefined structure of the pipe.
Move cards automatically
If you work on several tasks simultaneously, you can set an automation to move cards.
Here is how you can set up periodic card movements using automation:
Trigger: Select a card-related event like "Card overdue."
Condition: Specify conditions like the current phase of the card.
Action: Define the target phase and the parameters for movement.
It works like this: every time something specific happens in the pipe, the Pipefy robot automatically moves the card from one phase to another.
For instance, an automation can move overdue cards to the next review phase automatically, maintaining timely progress through the pipeline.
For example, any time a field is updated, the card leaves phase A and enters phase B.
Limit a card's movements
Consider designing workflows explicitly around phase sequences to avoid inefficiencies and ensure compliance with operational logic. For example, cards shouldn't traverse to an advanced phase inappropriately without meeting sequential requirements.
By default, there are no restrictions to move cards through phases once a pipe is created, but you can define your own rules and prevent cards from going back to phase A after going to phase B, for example.
To edit this setup, find the phase in which you’d like to establish a rule. Click on move card settings.
Then, use the switch button to select or unselect the phases the card can be moved to.
Mandatory fields
If a card has a field set as required, it can't move to the next phase unless that field is populated.
Incomplete fields could stall automation processes, so it's vital to ensure all necessary data is filled before moving cards forward.
This is especially useful when you want to make sure you have all the information you need before moving forward with a task.
To set a field as required, open the phase settings (gear button) and click on the pencil-shaped button next to the field.
Then, turn on the option that says: "this field is required".
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