Looking for some help from the community on how to handle this process in Pipefy:
We have an onboarding pipe. Sometimes managers will complete the public start form before they know what the name of the new hire is or their start date i.e. they know they’re hiring a new Technician, but haven’t selected the person yet.
We have questions that allow them to submit the start form without providing the name and start date of the new hire. However, we want them to be able to update us with the name and start date once those pieces of information are known.
Currently, we just ask the manager to email us when they know that information and we manually update the card with that data.
I’m trying to find a way for the managers to be able to submit another form - an update form - that will then connect to the original onboarding card so that the data is combined.
I’m assuming I’ll need to use connections and possibly automations too, but I can’t quite figure out how to make this work.
Any recommendations? What’s the best practice for using another start form to update information on an existing card?
Best answer by Lucas DemochView original