Workflow automation has taken many forms in Quickbase over the years. It could be a simple email notification, a dynamic form rule, or even a complex script triggered by a webhook. But one thing that...
Updated 10 months ago
Version 2.0
Blog Post
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.