Importing Pipeline YAML

By Bree Mackey posted 04-27-2020 18:34


In this article we'll explore importing YAML from one user's Pipeline to yours.

These instructions assume the following:

  1. You have a basic understanding of how Quick Base works, including how to find the DBID of a table.

  2. You have access to a Quick Base realm, with create application permissions, or someone has created the application and tables you'll need for this Pipeline. — If you will not be running it on its original application.

  3. You know how to create and utilize Quick Base User Tokens and have one assigned to the application from step 2.

  4. You have access to Pipelines within your realm, and permissions to utilize them.

  5. You have YAML created by another user, or under a different User Token.

Importing the YAML
  1. Grab the YAML of the Pipeline you're importing. You can do this by clicking the three dots to the right of the Pipeline's title, and selecting 'Import/Export', then copying all the YAML code in the large box.
  2. Have the DBIDs of the matching tables in your application on hand.
    1. This step and step 10 assume you'll be running the Pipeline on a different application/table than the one the YAML refers to.
  3. Have your Account Slug on hand. - This Slug corresponds with your User Token. Ensure your User Token has access to the application from step 2.  Image of the Preferences page
  4. Choose any existing Pipeline from your My Pipelines page.
  5. From the More menu (three vertical dots to the right of the Pipline on/off switch) select Import/Export.
  6. Update the name.
  7. Fill in the description.
  8. Paste your YAML from step 1 over the existing YAML. Don't worry, you won't lose your existing Pipeline, it will always save as new.
  9. Find the Account Slug in the YAML and replace with yours. (See lines 9, 16, & 25 in the image below)
  10. Find the table DBIDs and replace with yours. (See lines 12, 19, & 26 in the image below)  Snapshot of YAML with arrows to DBIDs and Slugs
  11. Click on 'Import as new'.

Find more Pipelines How-Tos Below:
Pipelines and Object Linking
How to use Pipelines to email a report at a specific time of day
How to Use the Bucket Channel to Schedule an Archive to Box
Build better trend reports with Pipelines
Generate template records with Pipelines