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How to send information from a child card to its parent card
How to send information from a child card to its parent card
Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over 10 months ago

👤 For super admins, company, and pipe admins

🔐 Available for all plans (currently in Beta)

🎯 For those who want to send information from a child card to its parent card in Pipefy

⏩ Content Summary:

  • Learn how to send information from a child card to its parent card using the new HTTP request automation.

To send information from the child card to the parent card using HTTP request automation, you will need to:

  1. Create a Short text field in the pipe where the child cards are located. In this field, you will see the parent card ID when child cards are created through autofill. For now, fill in a name for the short text field; for example: Parent card ID.
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  2. You can set up autofill in two different ways:
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    1. If you create the child card manually, you will use the autofill fields form to set up and edit your connection fields (or pipe connection).
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    2. If the child card is automatically created, you will set up the parent card autofill fields with the child card’s automation.
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      Note that in both cases, you must fill out the ID attribute (the ID of the parent card generating the new child card), inside the short text field created in step 1.
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  3. Now, create your HTTP automation to send information from the child card to the parent card.
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  4. Choose the trigger that works best for the circumstances you want to create in order for information to be sent to a parent card (for example, when a card moves to another phase).
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  5. Select the action Make an HTTP request.
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    1. In Method, select POST.
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    2. In URL, fill out: https://api.pipefy.com/graphql;

    3. In Authentication, select Authorization, then enter your Pipefy Token: "Bearer YOUR_PIPEFY_TOKEN".

    4. A header is not necessary for this request.

    5. In Request body, enter the following information, in JSON format:
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      {
         "query":"mutation {\n  updateFieldsValues(input: {\n    nodeId: PARENT_ID, \n    values: [\n      {fieldId: \"INFO_FROM_CHILD\", value: \"VALUE_FROM_CHILD\"}\n    ]\n  }) {\n    success\n  }\n}",
         "variables":null
      }

      1. Replace PARENT_ID with the short text field that you have created to receive the ID of the parent card.
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      2. Replace INFO_FROM_CHILD with the ID of the field from the parent pipe, to which you want to send information.
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      3. Replace VALUE_FROM_CHILD for the dynamic field, that you want to send information from the child card.
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    6. Lastly, you can choose to map a Long text field to receive the response of your HTTP request.

Conclusion: If everything is correct, your automation will trigger the parent card data to populate the selected pipe fields.

💡 Tip: If your automation doesn’t work at first, use the mapping response of your HTTP request for a Long text field view of your pipe; this will help you understand what’s going wrong.

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