Database update
Template
Pipefy’s Database Update Template can be used whenever a user needs to request updates to their information database. It is divided into request, validation, and import to database phases.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
- Client name
- Client email
- Employee
- Subsidiary
- Sector
- Post
Backlog
- Assignee
Validate
- Checklist
- Check information
- Do necessary updates
- Validate information
- Does the information need correction?
- Yes
- No (send email informing what needs to be corrected)
- What needs to be corrected?
Import to database
1. Checklist
- Import information into the database.
Done
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