How to Link a Database to a Card
Linking a database to a card allows you to relate existing records from tables with pipeline cards, ensuring centralized information and better traceability without duplicating data.
Support Team
Last Update 4 months ago
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines” and choose the pipeline where you want to create the link.
In the upper left side menu, click “Pipelines” and choose the pipeline where you want to create the link.
2nd Step: Opening the Pipeline Settings
- Click “Module Settings”, represented by the Gear Icon in the upper right corner.
- The “Update Pipeline” modal will appear with editable fields.
- In the tab that appears, select “Fields” to manage custom fields.
3rd Step: Creating a New Custom Field
- Click “Add Custom Field”.
- In the displayed form, define: Suppliers, etc.).
• Name: label that will appear on the card (e.g., Product, Customer, Supplier).
• Type: select “Lookup” to link a database.
• Database: choose which database will be used (e.g., Products,
4th Step: Using the Field in the Card
- Open a card from the pipeline and access the “Data” tab.
- The new field will appear available for selection. Click the dropdown to choose the record from the linked database.
Best Practices:
• Name the field clearly to make identification easier (e.g., Linked Product).
• Use the same field across different pipelines to maintain consistency.
• Verify that the database contains updated records before linking.
• Avoid creating multiple unnecessary “Lookup” fields in the same pipeline.
Conclusion:
You have learned how to link a database to a card, from creating the custom field to selecting records directly within the card. This feature helps keep information integrated and organized within octapipe. If you have any questions, contact our support team.
• Name the field clearly to make identification easier (e.g., Linked Product).
• Use the same field across different pipelines to maintain consistency.
• Verify that the database contains updated records before linking.
• Avoid creating multiple unnecessary “Lookup” fields in the same pipeline.
Conclusion:
You have learned how to link a database to a card, from creating the custom field to selecting records directly within the card. This feature helps keep information integrated and organized within octapipe. If you have any questions, contact our support team.