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Community Tip Jar: Pipelines Tips and Tricks

  • 1.  Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-27-2020 11:45

    In the last two weeks we threw wide the gates and Pipelines went live to all our of customers and we continued launching new channels that Pipelines can integrate with. Bringing together the power of low-code app development with the speed of our new low-code integration and automation capabilities, in one POWERFUL platform. Builders can now orchestrate workflows across their entire ecosystem of software tools in all new ways with Quick Base Pipelines. Using our visual interface, you can design your processes and connect to our library of third-party integration channels.

    Note: On Wednesday, April 15, 2020 we concluded our phased roll out of the Pipelines technology for Quick Base customers. If your account has not been activated please submit a support case.

    With so many features and so many channels available to you it can be a bit daunting to know where to start. That is why this month's Community Tip Jar is focused on tips and tricks for Pipelines. Have you already learned a new way you can use Pipelines you want to share? Perhaps you have a technique you are using to help you build Pipelines that has kept your integrations organized? 

    Prepping your User Tokens

    Right now the most popular Pipelines channel being built is Quick Base to Quick Base Pipelines and a great tip for getting started is making sure you have your User Tokens ready. Your User Tokens will help set which apps your Pipeline has the permissions to use when you are building your Pipelines so as you are planning to build your Pipelines it is helpful to think about which apps your Pipelines are going to use and create User Tokens that have access to all the apps being used. Then it is really helpful as well to name your User Tokens to match up to your Pipelines so at a glance you can remember which token is being used where in case you need to come back and change its permissions to match your changing needs. 

    Name Your Pipelines

    When you are in the thick of building a new Pipeline it can be easy to focus on all the steps and getting the data lined up just right. One helpful tip as you start building more Pipelines is to make sure you name your Pipelines to help you remember which ones are live versus test Pipelines and to help you remember their purpose. It is easy to remember when you have one or two but as you build more a consistent naming convention can help you find and edit Pipelines fast. One suggestion is to use a consistent pattern like :"Process name: Clear verb describing at a high level what action the pipeline takes" so for example: "Factory Machine Management: Push Inspection Reminder from QB to Slack". Now instead of seeing Pipeline 3 in your list and wondering what it does at a glance you know what your Pipeline is set up to do when it needs to be updated or changed. 

    Pipelines Resources

    Looking for some additional resources to help you learn more about Pipelines? Below you can find webinars, release notes, and community how-to articles. 

    Getting Started with Pipelines Webinar
    Pipelines Release Notes
    Now to Use The Bucket Channel To Schedule an Archive to Box
    Build Better Trend Reports with Pipelines
    Generate Template Records with Pipelines




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    Evan Martinez
    Community Marketing Manager
    Quick Base
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  • 2.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 07:07
    I am just getting into Using Pipelines more but agree with your tip on naming them. I would do that first as I have found I easily end up with multiple unnamed pipelines causing confusion as I test build out options/ functionality in pipelines. 

    I do not have any other tricks yet but I am sure some will come soon enough. Excited for this new functionality in quickbase and how it can help connect more of our systems.

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    DerekHutchinson
    Business Process Manager|||
    |||derek.hutchinson@psgdover.com
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  • 3.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 12:38
    I'm curious Derek, do you have a channel you are most interested in learning more about or using?

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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  • 4.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 12:59
    Currently Office 365 products. Email, Sharefile/Onedrive. I would also like to learn more about the text  to use for text manipulation/ evaluation. I have an idea around using it to almost have some smart evaluation of input to help determine what it is about.

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    DerekHutchinson
    Business Process Manager|||
    |||derek.hutchinson@psgdover.com
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  • 5.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 28 days ago
    I would also like to learn about Office 365. Particularly, Office right now. Are there any examples of searching the inbox for specific criteria (subject, sender, something specific in the body,...) and/or taking action depending on which specific criteria is found? Is there anything in particular i need to learn how to do in order to better understand how to utilize Pipelines?

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    James Carr
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  • 6.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 28 days ago
    I have not done that but an an experiment I created a Pipeline to make an Outlook Calendar entry when a record was created in Quick Base and then I did a second Pipeline to do the opposite, detect a new Calendar entry in Outlook and make a Quick Base entry. Both worked first try.  It was surprisingly easy.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 7.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 09:17
    A couple tips from my experience so far:
    • When exploring Pipelines for the first time, start small and start by trying to duplicate an already existing automation (that only has one or two steps) built in your app.  This will familiarize you with the intrinsic differences between Automations and Pipelines as well as their similarities - building your confidence to take it a step further and plug into other services.
    • Don't be discouraged if a channel you're looking at doesn't have exactly the function you're looking for, because that's what the Webhook and Json Handler channels can be configured to accomplish.
      • The Json Handler channel is incredibly powerful, allowing you to both post an API call to another service as well as make use of the response in later steps of the Pipeline.


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    Brad Lemke
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  • 8.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 12:40
    Hi Brad,

    I'm curious which channels have you been using the Json Handler for if I might ask? I've been looking for some good examples to use in some tutorials and practice building with Pipelines.

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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  • 9.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 04-28-2020 13:51
    So far, I've only used the Json Handler channel to interact with Dropbox's Api.  Their API Reference Guide is nearly as polished as Y'all's, which made the uncharted territory of this channel surprisingly manageable.

    My specific action in Pipelines with this channel is to Post a "Create Shared Link" command to their API.  This action is actually much easier (self-explanatory) to do with a Webhook, but the Webhook channel does not allow for response processing to be used in later Pipelines steps.  

    With the Json Handler, I am able to query the response and pull the data to then use in later steps - in this case I post the share link to the Quickbase record that I uploaded the picture (to dropbox in an earlier step) from.

    I'm actually working on a full detailed writeup of this 'Fully Automatic File Attachment Management System' for my own record so that I can take my work on this project and bring it back to my company and incorporate it into several processes that we actively avoided using Quickbase as a solution for because of the restrictive/expensive attachment space limitations.

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    Brad Lemke
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  • 10.  RE: Community Tip Jar: Pipelines Tips and Tricks

     
    Posted 04-29-2020 10:57
    One 'trick' we've used is to setup any Pipelines under a 'common' user. The reason for this is that we potentially have multiple people working on an app who need to create/edit Pipelines that are created. However, one user can't see another users Pipelines, so at this point, creating all the pipelines under one account that's accessible by all has been our solution.

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    Ben L
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  • 11.  RE: Community Tip Jar: Pipelines Tips and Tricks

    Posted 24 days ago
    Since the "Shelter in place" I have been pretty busy and haven't had much time to look into pipelines but I can't wait until I have some time to play with it.  I have connected some channels (apparently we only can use three) but haven't been able to go any further due to my current workflow.

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    Stephen Arnold
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