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Connection Autofill direction

  • December 5, 2024
  • 2 replies
  • 41 views
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mark-theotcentre

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;

  1. When the customer picks their entry from the “Customer” pipe, all corresponding fields in the child process are prefilled from the customer card. 
  2. Any field in the child process with a prefilled value is hidden
  3. 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

 

2 replies

Ezequiel Souza
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It’s good ideia.


fernanda.cunha
Community Manager

Hi, ​@mark-theotcentre. Thanks a lot for your feedback and for sharing such great ideas! We'll pass this along to our product and development teams for further consideration. We're always excited to hear more suggestions and continue improving the platform!


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