I created a Kanban board as my pipeline for new ticket request that come in when requestors need help with something. They rest of the automation works well, however for some reason I when opening a ticket and denying it, it does not move to the "Denied" stage in the pipeline, but rather it stays in the "Requests Received" stage. I would appreciate assistance resolving this. Thank you.
You need to set your Pipeline to change the value of the "status" field that you are using as the basis for the Kanban report.
If you have multiple fields, when you set a record as denied, then in your Pipeline you should have some rule that if whatever = denied, then set the Kanban status = denied also.
How do I do this? I going into the settings for the Kanban report but I'm not seeing how to do this.
Qrew LegendIf you like you can compact me directly at mark.shnier@gmail.com and I will jump on a quick zoom call.
Qrew LegendThe Kanban columns are set off a Multiple choice field. Is one of your choices 'Denied"? Or do you have another field to indicate Denied.
I have one of the choices as "Denied" (see attached screenshot).
