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Submitted

Link portal entries to parent cards/portal for subcards

  • December 17, 2020
  • 2 replies
  • 31 views
genietim
Lucas Democh
Juliana Spinardi
Ezequiel Souza
paulonavarro
+7
  • genietim
    genietim
  • Lucas Democh
    Lucas Democh
  • Juliana Spinardi
    Juliana Spinardi
  • Ezequiel Souza
    Ezequiel Souza
  • paulonavarro
    paulonavarro
  • Sarah Lane
    Sarah Lane
  • rafael.jefte
    rafael.jefte
  • yasmin.valim
    yasmin.valim
  • tsartori
    tsartori
  • ana-salvadori
    ana-salvadori
  • andressa-santos3
    andressa-santos3
  • rosana-bloise
    rosana-bloise

genietim

When using the portal features, new cards are created in one pipe.

I would love this card to be able to be connected to another pipe/card.

This would be possible either by

  • automation to set created card as a field value of a connection field of another card, selected somhow (e.g. by another field value)
  • have a “hidden” field on the portal, e.g. filled by query string parameters, which than again can be used with an automation to connect the created card with the card selected by query string parameters

The last is more or less a description of a possible implementation of a portal for a connection field, the thing I am actually looking for.

2 replies

Forum|alt.badge.img+5
  • Pipefy Staff
  • 94 replies
  • December 22, 2020
Updated idea status NewSubmitted

fernando-scarduelli
Pipefy Staff

Hey @genietim, thanks for the feedback.

Are your familiar with applying initial values to your public forms?
If I understood correctly, this is something that might help you out.

One thing here, though, is that this is not yet available for forms within Portals - but we are currently working on this.

Please refer to this article and let me know if that's what you were looking for.

Cheers,

Fernando from Product Team.


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