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Question

Kanban Data change

  • March 29, 2022
  • 0 replies
  • 32 views

We use Kanban view to track cars we are working on, like tasks. 
We have the Kanban columns set to who is working on the car. (task)

we also have a field that lets us pick what the task is. (Tech, QC, Pick-up, Delivery)

Is there a way for the Kanban movement (drag and drop) to change other fields.
Like one the car is dragged to ready for delivery the current task automatically changes to "Deliver" vs having to go in and change it. 


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Ali Mohsenian
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This topic has been closed for replies.

MarkShnierYou
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Yes, you van use an Automation or Pipeline to do this.  Automations are easier to set up, but they are being phased out.  But there is a conversion tool to migrate an Automation to a Pipeline.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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