Pipefy Development Request: Connection Autofill
We need to be able to specify the ‘direction’ of Autofill, either autofill from “Child” card to “Parent” Card or from “Parent” Card to “Child” Card
Business Use Case Scenario
We have an integration which pushes validated customer records into a Pipefy Pipe “Customers”.
We use this “Customers” Pipe to enable customers who bring repeat business to ‘pick’ their record from this Pipe when filling in Pipefy Forms with us. It avoids repeat customers having to repeatedly provide their information (Name, email, phone, business, address etc).
Not all of the fields in the “Customer” pipe are mandated because each connected process will determine what data is essential to that particular process.
Solution
Allow autofill to prefill fields on the Child Card (process) from the Parent Card (Customer) so that;
- When the customer picks their entry from the “Customer” pipe, all corresponding fields in the child process are prefilled from the customer card.
- Any field in the child process with a prefilled value is hidden
- Any field in the child process which does not have a prefilled value is not hidden, thereby requiring the customer to provide that missing information