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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Client name
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2. Client email
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3. Employee
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4. Subsidiary
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5. Sector
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6. Post
Backlog
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1. Assignee
Validate
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1. Checklist
- Check information
- Do necessary updates
- Validate information
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2. Does the information need correction?
- Yes
- No (send email informing what needs to be corrected)
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3. What needs to be corrected?
Import to database
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1. Checklist
- Import information into the database.