Blog Post
KimG
3 years agoQrew Cadet
My automations are pretty basic, but after attending several Pipelines courses I still keep running into problems creating a new one from scratch.
My cheat method - I build an Automation and immediately migrate it to Pipelines.
Since we can't build new automations, I just take an old one previously migrated, rename it, completely change it to whatever I need the automation to do and then migrate it.
Automations are so much more intuitive to use for those of us non-IT people who love QB because it allows us to build things we otherwise wouldn't be able to create on our own.
My cheat method - I build an Automation and immediately migrate it to Pipelines.
Since we can't build new automations, I just take an old one previously migrated, rename it, completely change it to whatever I need the automation to do and then migrate it.
Automations are so much more intuitive to use for those of us non-IT people who love QB because it allows us to build things we otherwise wouldn't be able to create on our own.