Estimated reading time: 4 minutes
If your business has complex rules to define who will be responsible for a card in a pipe, you can set automation using a database as an intermediator.
With this solution, it will be easier to update the automation whenever you need it.
To explain this setup, we'll use the example of a purchase process with 3 approval steps.
For each step, we have different approvers, who vary according to the requester's department.
Create your database
The first step is to create a database with the approvers of each department.
While editing the database form, insert:
1 dropdown select field to inform the department
3 assignees fields to define the approver for each phase of the process according to the area
All fields must be required (mandatory).
Then, create the records. One for each department.
📌 Add the approvers as members in the database so you can add them as assignees.
Add a connection field in the start form
Open the pipe and connect it to the database you've created.
Next, edit the start form and add a database connection field, which requesters will use to inform the department.
Set up this field according to the following:
Select the database of approvers
The function is to search for existing cards or records in the connection
The number of items is a single item
The field must be required (advanced options)
Set the automation rules
Last, create 3 identical automation rules, one for each approval phase.
The event is: every time a card enters the approval phase
And the action is: to update the assignee field with the department's approver. To do it, we are going to use a dynamic value.
📌 All phases must have an assignee field so you can set this automation.
Complete this setup, and you're ready to go!
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