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How to create locks in a process with conditional fields
How to create locks in a process with conditional fields

Prevent requests from being submitted if the information provided does not comply with your process' rules.

Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Estimated reading time: 5 minutes

In Pipefy, it is possible to create conditional fields that lock specific actions of a form or phase, and thus preventing cards from being created or fields updated.

Let's assume that you don't want refund requests above $300 to be created by requesters in a reimbursement process. To do so, you can create a conditional field configuring this restriction, ensuring that only requests following your rules are sent.

Of course, you can create locks for different scenarios and process types, but for this tutorial, we will use the refund process as the main example.

How to set up locks on a field

First, let's create a radio select field that will block refund requests over $300. After, we’ll set up a conditional directly tied to this radio select field.

Click the Form button in the pipe's header, then click Edit to open the form settings.

Select the radio select field from the left menu options and drag it to the desired position on the form. The field title will be the message we want to display when the requested refund amount exceeds the threshold:

You can create refund requests with a value over $300.

The difference here is that we will not enable options to select — we just want to show the title and mark This field is required.

Okay, now we have a mandatory field with no option to select. This configuration is essential to set up the conditional that will work as a lock to prevent refund requests over $300 from being created. Also, the refund amount field must be mandatory to prevent requests from being sent without any amount.

How to create the right conditional for locks

Once the single selection field is set up, let's go to the conditionals menu. Click on the Field Conditionals button on the menu's upper right side.

Click on the Add new conditional button.

In the title, let's write the conditional name as Value over $300. The configuration we need to do is as follows:

Select the Total Expense Value field and then choose the option is greater than, and finally, define the desired amount — in this example, $300.

If this scenario happens, we want the radio select field to be displayed. If it does not, the field will not be displayed (and consequently it will not block sending requests).

Okay, the configuration is finished!

If reimbursement requests over $300 are submitted, the single option field will be displayed with the message that refunds above the amount are not accepted and the form will not be submitted. You can apply this same logic in different scenarios and processes!

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