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We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).

We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.

To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the “Customer Enquiry” pipe (Name, Business Address etc).

When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?

Am I missing something here? Can anyone suggest a solution?

Hi, Mark!

For this type of configuration, we have an article that can help you.

It's as follows: 

https://help.pipefy.com/en/articles/1303264-how-to-autofill-fields

 

Take a look and run some tests, if you still need any help, or if there are any errors, you can contact the support team via chat or email. ;)

I hope this helps

We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).

We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.

To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the minecraft jenny porn“Customer Enquiry” pipe (Name, Business Address etc).

When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?

Am I missing something here? Can anyone suggest a solution?

It seems you're right that the prefill functionality typically works from the "Customer Enquiry" pipe to the "Customers" pipe, but not the other way around. Unfortunately, this is a limitation in the way the pipes are connected. To solve this, you can use a Lookup Field in the "Customer Enquiry" pipe to allow the customer to select an existing customer from the "Customers" pipe. Once selected, the fields (like Name, Business Address) can be pulled over automatically into the "Customer Enquiry" pipe. This will enable the prefill behavior you're looking for.

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