There are many circumstances where a Card needs to flow into several Phases at the same time so that the card can be worked on by multiple people at the same time for different purposes. There are also circumstances where parallel flows need to operate dynamically based on field conditions (see my separate post here
Problem
Currently Pipefy Flows are linear so a card must exit one Phase before it can be worked on in another. Business Flows/Processes don’t operate like this in reality, linear processes cause delays, sometimes huge delays!
Solution
Allow Parallel Flow creation
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Hi, @mark-theotcentre
You can connect pipes and do automations so that, for example, a field in one pipe is filled with a specific value, updating another pipe.
Kind of helps but it sometimes makes sense, conceptually, to have parallel phases within a Pipe rather than breaking out into parallel pipes. It would make Pipe design, implementation and maintenance eaasier.
Incidentally, we use Database Connections and Pipe Connections using the Connect field on a particular Phase, but we’ve never created a connection on a whole Pipe - can you help me understand the difference (I read the article link you posted for me but I don’t quite get the difference between a connect field on created on a phase and a connection created on a whole pipe?)
THanks again
Yes, parallel phases would help a lot, and I hope the pipefy team pays attention to this As for creating a database connection with forms. In the case of connecting to the entire pipe process in question, when you create the connection, it will be available in the Card header at any stage of your process, in the example below, I created a connection to an employee database.
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see that after saving the connection it will be available in the drop-down menu
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and whenever you open any card at any stage, you can insert information from this database by clicking on it and choosing the necessary record
In the case of creating a field connected to a database, it will only be available in the phase/form in which you define it. which can be in the initial form or in the phase settings, see:
Initial Form
Select the database connection field and define the parameters
When opening the initial form, the field will be there
Or you can create this connection just for a specific phase
See:
So, in summary You can create a connection that can be shown at all stages, through the card's drop-down menu, or, you can create a database connection that will only be shown in the initial form, or, you can create a connection that can only be shown in a certain phase
