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What is the Autofill?

When creating a connection/connection field you have a few advanced rules that enable you to determine how this connection will work.

One of these rules is Autofill. By enabling autofill you'll be able to 'connect' the fields in the origin pipe to the fields in the pipe/database's start form you're connecting to.

To enable the connection's autofill, check the box next to the option above inside the settings of your connection/connection field. Once you do, this window will pop-up:

You'll see the connected pipe/database's start form fields and, when you click the "+" in the dropdown menu under the field's name you'll be able to choose from the fields of the origin pipe. It's important to note that you'll only be able to connect fields that have the same type (number > number, text > text, etc.).

Ps. The autofill feature is currently active using connection (both to pipe and database) and using the connection field (between pipes or a pipe and a database).

Attention points: 

  • Autofill does not work when the connection field is placed in the start form. It can only capture the information from the start form fields after the card is created;

  • This advanced setting only influences cards or records created manually via a connection/connection field. If there's an automation set up to create connected cards automatically, autofill won't influence the rule's settings.

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