Estimated reading time: 4 minutes
Pipefy's connection type fields (pipe connection and database connection) enable users to connect a pipe to another pipe or to a database.
Use the connection field to create and link cards or database records to a pipe or to another database.
📌 Important: When creating a connection field between pipes or a pipe and a database and allowing it to search for cards, you're automatically enabling access to the information in the connected pipe/database and all existing cards/records.
In order to make it easier to understand, let’s use a purchase process as an example.
In this process, when a card reaches the purchasing phase, you must create a connected card in an accounts payable pipe so the order can be paid and processed.
The benefit of creating a connected card is that you can easily see what purchase the card belongs to.
The information you filled out on the purchasing phase won't get lost and will be accessible whenever you open the card in your accounts payable pipe.
📌 Learn more on how to connect pipes with a connection field here.
Connecting a pipe and a database
To make it easier to understand, we'll keep using our Purchase Process example.
Whenever one of your employees need to create a new purchase request and inform a supplier, instead of manually inputting all their information (such as name, email, etc.) they can use a connection field to simply search your suppliers database for their record:
Besides saving a lot of time when creating new requests, using the connection field to the database helps keep track of all the requests linked to a specific record.
📌 Learn more about how to connect your pipe with a database using a connection field here.
After creating your connection field when you select cards or records, you can choose to see only the in-progress/active ones or done cards/registers.
Click on the switch button to activate/deactivate it.