Discussions

Expand all | Collapse all

Using Pipelines instead of Copy Master Detail

  • 1.  Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 17:48
    Has anyone used pipelines instead of the Copy Master Detail feature to automate the process?  Would like to use a trigger rather than requiring users to press a button.

    Thanks!!

    ------------------------------
    Christine White
    ------------------------------


  • 2.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 18:15
    Well, you can call any Webhook, so you can call a QuickBase API

    The webhook setrup would look like this

    Webhook.
    Make Request
    a bunch of the top fields are left blank

    URL of the target table like this
    https://yqc.quickbase.com/db/xxxxx

    Method
    POST

    (more)

    Content Type
    Application/XML

    (strangely, the Body is entered next but when saved comes back in the sequence below)

    Headers (list)
    Name
    QUICKBASE-ACTION

    Value
    API_CopyMasterDetail

    Body
    <qdbapi>
        <destrid>0</destrid>
       <sourcerid>1</sourcerid>
       <copyfid>6</copyfid>
    </qdbapi>


    note that you will need to replace the source Record ID# of 1 with the [Record ID#] field of the trigger record from step A.  

    The aAPI paramers are here
    https://help.quickbase.com/api-guide/API_CopyMasterDetail.html

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 18:25
    Thank you!  Will review this video:  Using Pipelines with Quick Base APIs  https://university.quickbase.com/empower-2020/546088

    ------------------------------
    Christine White
    ------------------------------



  • 4.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 18:32
    Thx fo that link.  In the video he is using a different type of API called RESTFul APIs.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 20:14
    Also found this workaround:

    https://university.quickbase.com/getting-started-with-pipelines/512664

    Create a template table and use to populate live table with pipelines

    ------------------------------
    Christine White
    ------------------------------



  • 6.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 20:25
    Edited by Mark Shnier (YQC) 06-30-2021 20:30
    I did not take the time to try to watch that video but if you were simply trying to copy records from one table into another then yes you can do that with a simple pipeline.

    But copy master detail is much more powerful. It will copy children in from many child tables into a new project for example and also would be able to copy grandchildren and great grandchildren infinitely down the line into a new project.

    So maybe Copy Master Detail was overkill for your current needs.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 7.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 20:29
    I have the copy Master Button as a back up and do want to look into your method for future use cases.  Thanks again

    ------------------------------
    Christine White
    ------------------------------



  • 8.  RE: Using Pipelines instead of Copy Master Detail

    Posted 06-30-2021 20:31
    Edited by Mark Shnier (YQC) 06-30-2021 20:31
    You can never have too many tricks up your sleeve because you never know what the users will throw at you next as their needs.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------