Selecting automations for a specific user

Vertriebsservice
Vertriebsservice Member Posts: 3 VERIFIED MEMBER
First Comment Photogenic
edited February 19 in Ideas and Product Feedback #1

If you want to see the automations for a specific user, the following appear in the selection list:

  • belongs to me
  • belongs to others
  • (deleted user)
    ...
    ...
  • (deleted user)
  • name of an existing user
  • name of an existing user

This is more than annoying.

I see the following possible solutions:

a) put the so-called (deleted user) at the end of the alphabetically ordered list

b) put the (deleted user) in a separate group

c) really delete the (deleted user) when there is no longer any data assigned to them.

Screenshot List of Users of Automations .png
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Comments

  • Helio
    Helio Pipedrive Team Posts: 163 PIPEDRIVE TEAM
    Fifth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Vertriebsservice,

    I hope you are doing well today!

    Thank you for your feedback! If you would like, you can also add your feedback to our Pipedrive Community Ideas and Product Feedback page.  Here other community users can see this, upvote, comment, offer workarounds and share their experiences.
    ​
    The best way to stay updated on new features is to follow the "What's new" section in the Pipedrive community here. You can also follow our blog and subscribe to our newsletter. You can do both here. 

    Let me know if you have any other requests or anything else I can help with in the meantime. 

  • Conny
    Conny Member Posts: 2 VERIFIED MEMBER
    First Comment Photogenic
    #3

    Ich dachte, dass ich hier Hilfe für unser Anliegen bekomme🤔.

  • Michael Tomar
    Michael Tomar Member Posts: 24 VERIFIED MEMBER
    Second Anniversary 10 Comments Photogenic
    #4

    To set automations for specific users in Pipedrive, you can create a custom "User" field under the deal entity. Assign the user to this field, then set up an automation that triggers actions based on this field. This ensures tasks and deals are assigned to the right user.

  • Conny
    Conny Member Posts: 2 VERIFIED MEMBER
    First Comment Photogenic
    #5

    Hallo Michael, danke für das Feedback. Aber ich glaube ich habe das Problem schlecht beschrieben. Es ist einfach störend, dass in dem Pull-Down-Menü für jeden gelöschten pipedrive user ein Eintrag (deleted user) angezeigt wird. Jeder EIntrag steht für einen User der bei uns gelöscht wurde. Für diese "deleted user" gibt es auch keine Automationen mehr. Zwischenzeitlich habe ich den Vorgang direkt an pipedrive adressiert und hoffe, dass man die Darstellung zumindest dahingehend änder, dass diese Einräge am Schluss der Pupp Down Auswahl stehen. Aber nochmals: besten Dank für das Feedback und herzliche Grüße. Conny

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