Estimated reading time: 5 minutes
In Pipefy, you can connect different pipes that are related to each other to
Share and access information quickly
Create cards in 2 or more processes at the same time
Once connected, you can add a connection field to a form to show which cards are connected.
This is how the relation parent card ↔ child card begins.
Every time you update one of the cards, you'll have access to the same information in all connected processes.
Parent vs. child cards
Both parent and child cards give and receive information from each other. Here are the main differences between them includes:
Parent cards are the ones you created before in a pipe.
Child cards are the new ones you created from a parent card based on specific rules.
In a nutshell:
Parent card = primary card
Child card = secondary card
What do they look like?
Parent cards have an arrow. Once you click on it, you'll find a shortcut to the child cards connected to it and records from databases.
If you click on the shortcut, you'll open the child card.
In the child cards, the connection appears as a colored object. Once you click on it, the child card will open, and you’ll find a shortcut to the parent card.
A card with no connection doesn't have any arrow or plus signs.
A sales pipeline connected to a lead qualification pipe allows its members to easily access all data about negotiations while prospecting a new client.
Since the sales pipeline is the primary process, this means:
Sales pipeline cards → parent cards
Lead qualification cards → child cards
Now, a more complex use case:
Let’s say an HR team has 3 processes in Pipefy: recruitment, employee onboarding, and performance evaluations. All of them are connected.
The recruitment pipe is primary in relation to the employee onboarding pipe.
Employee onboarding cards → parent cards
Recruitment pipe cards → child cards
The performance evaluation process, in turn, receives information from the employee onboarding pipe.
In this case:
Performance evaluation cards → parent cards
Employee onboarding cards → child cards
Become a pro
The connection field, which creates parent and child cards, is handy for setting automations to move cards from different pipes simultaneously.
For example, if an automation moves a child card in the Employee Onboarding pipe to another phase; it will also move the parent card in the Recruitment pipe.
This ensures teams working on different pipes keep the flow of information always up to date.
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