Skip to main content
Submitted

Use automations on the start form

  • December 15, 2021
  • 5 replies
  • 71 views
genietim
Ezequiel Souza
alicereis
marcosmelo
  • genietim
    genietim
  • Ezequiel Souza
    Ezequiel Souza
  • alicereis
    alicereis
  • marcosmelo
    marcosmelo

Sarah Lane

It’d be great to be able to use automations on the start form to auto-populate fields that are commonly related to each other. This might actually make most sense in the Conditionals area rather than Automations. 

 

Ideally what I’d like to see is a way to set up this conditional/automation :

When X field is filled out on the Start Form or has a specific answer > make the answer to Y field “this”. 

 

It would save people having to fill in lots of information that usually is the same for most submissions. 

 

As a silly example, let’s say I had a pipe that was tracking what kind of sandwiches people want. It might have questions like : what is the first topping you want? what is the second topping you want? It’d be nice to automate it so that when someone picks “Peanut Butter” as their first topping, it automatically fills in “Jelly” as the second topping (because Peanut Butter and Jelly go together a lot). If someone doesn’t actually want Jelly as the 2nd topping, they could manually change it, but for all the people who do want a PB&J sandwich, they’re saved a step because of the automation.

5 replies

genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • 412 replies
  • December 15, 2021

So the auto-population would not happen on any of the currently possible automation triggers, but rather immediately when entering into a form? Sounds interesting and useful indeed, could save quite some time.


Sarah Lane
Forum|alt.badge.img+6
  • Author
  • Inspiring
  • 126 replies
  • December 15, 2021

Exactly @genietim . A real “smart” form. 

 

It would work similarly to how the “when a field is updated > update a field” automation can work now, only on the Start Form when information is first being entered. 


Nicole Chiroli
Pipefy Staff
Forum|alt.badge.img+10

Hello, people!

I loved this idea. I am sending it to the responsible team! :hugging:

Best,


Nicole Chiroli
Pipefy Staff
Forum|alt.badge.img+10
Updated idea statusNewSubmitted

justin-wong
Forum|alt.badge.img
  • Regular Participant
  • 1 reply
  • January 25, 2024

Hi @Nicole Chiroli, do we have any updates for this feature? If not, is there a workaround to achieve this through Workato maybe?

 

Will be really useful for my case. Thanks heaps :) 


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings