A key issue with connected fields is that you have no way of constraining a user from selecting anything in a pipe or database. In many situations you want to:
- Pipes: Only allow them to select cards at a stage in a pipe (e.g. DONE)
- Database: Only allow them to select where a Field = certain value (e.g. a category value)
This will make pipefy a lot more scalable for higher volume use cases. Otherwise the user has to do a lot of thinking and searching through many entries. I don’t believe there is any hack around this right now that makes sense.
This is also very typical/ standard functionality elsewhere. So I was surprised not to find it given that in general pipefy is more flexible than other similar platforms.
One hack I thought of was creating multiple databases instead of one (e.g. one database by category) - however that makes it a lot more complicated/ less well organized.
I’ve seen this requested/ discussed in other areas of the community - example here:
Hi@Keto-Faster , how is it going?
Yes, I agree with you and I could say we are preparing some improvements on the filter aspects. Connected cards/records needs to be more flexible to be selected as you mentioned.
I'm going to submit this idea to our product backlog.
Thanks and regards,
Rodrigo Leite
Product Manager
Here’s another question about this in the community - this is the #1 feature that would enable us to scale our usage of pipefy across the company by making databases/ pipes more accessible:
I believe this idea posted elsewhere in portuguese may be the same as this one:
I am in my trial period and I can't believe that a platform that has such great features fails in something so basic, one of the main features of your product and the reason why I fell in love at first sight is the data standardization.
An essential part of data standardization is data categorization, in my use case, I need to have a database of products and my customers have to choose them. Each customer has a different set of products, which in turn are divided into categories.
Then I have a categorization by type of companies, etc.
But just the fact that after choosing a contact, I have to search among hundreds of companies, of which I don't necessarily have to know the name... when I have previously connected them through a database, is an absolute nonsense.
With all my respect and admiration for the excellent work you have done, I feel that I have arrived at the most luxurious resort in the world where they have forgotten to put beds.
Great suggestion