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When setting up an automation rule, you can add special conditions to trigger the action only if the event happens in a specific scenario. It only takes a few clicks to set it all up. First, you’ll need to be the pipe’s admin to create an automation.

To create an automation, go to the specific pipe that you want to make the automation for and click on the Automation button in the pipe’s header. This will open the automations menu with all the previous automations listed (or none if you don’t have any automation yet).

To show how to add conditions to an automation we'll use this simple scenario: when a field is updated (with a certain value), the card will be moved to a specific phase.

In this example, we have a field in a Purchasing Process pipe asking "Do you approve this purchase request?" with two possible answers: yes and no. When the answer is yes, we want the card to be automatically moved to the “Approved” phase.

Here's how to set up the automation:

1. First select the event when a field is updated, then select the Purchasing Process pipe and the "Is this purchase approved?" field in it. Then, click on + Add condition.

2. We only want the automation to be triggered when the request is approved, so add the following condition: when the field "Is this purchase approved?" is equal to “yes”.

3. After setting up the condition, we need to set what will be the action. In this case, Move card to the phase "Approved".

Automation conditions can be used in many different situations, such as segmenting deals by value, selecting the phase in automation rules with alerts triggered, and in many other cases.

🔔 Attention: Pipefy counts automations jobs whenever needs to check the conditions to trigger it or not the automation according to the scenario. The verification step is considered an automation job and therefore counted as such.

For example, if you set up a rule where an automation moves a card to a specific phase, and if the card doesn't move because of conditions, then automation does not occur, but action to check it happened.

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How to set up automation conditions?

When setting up an automation rule you can add conditions so that your action will only be triggered if the event  happens in a specific scenario. 

Setting up a condition for your automation is easy. It only takes a few clicks to set it all up. 

The automation condition is part of the automation set up so the first step is accessing the automation menu by clicking on the automation option in the sidebar (in the left side of the screen).

To exemplify how to add conditions to an automation we'll use a simple scenario: when a field is updated (with a certain value), the card will be moved to a specific phase).

In our case, we have a horizontal radio field asking "Do you approve this purchase request?" in our purchase approval pipe with two possible answers: yes and no.

When the answer is yes (and only then), we want the card to be automatically moved to the approved phase.

Here's how we've set up the automation:

1. First we've selected the event "when a field is updated", then we selected the Purchase approval pipe and the "Do you approve this purchase request?" field in it.

2. Then, since we only want the automation to be triggered when the purchase request is approved, we've added the following condition: "do you approve this purchase request" - "is equal to" - "yes".

3. After we're done setting up the condition, all we need to do is add the action. In our case, "move card" to phase "approved":

Automation conditions can be used in many different situations, such as segmenting deals by value, selecting the phase in automation rules with alerts triggered and many other cases.

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