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  • 1.  Can I copy an app and have the pipelines copy?

    Posted 07-22-2022 12:24
    Hello, 

    We have one app that we use multiple instances of. Frequently we need a new copy for a new project. However the functionality highly depends on multiple pipelines. We only use pipelines to reference tables within the given database. Is there any way to copy the app and the pipelines? 

    Thanks, 
    Tara

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    Tara Stroup
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  • 2.  RE: Can I copy an app and have the pipelines copy?

    Posted 07-22-2022 12:51
    An issue with this would be the new app would have different references for each table. So even if you were able to copy the Pipeline it would not be pointed at the right app.

    Is this one app that you use just like a template app that has the basics for each project where you then add various new tables and schema into the app that relate only to those projects? Or is the app not changed that much between projects?

    The reason I ask is because in general I would have expected a Projects table that would hold all of your various projects with the information they need. Then you could have separate apps possibly depending on how the projects were categorized or even different tables to handle the various different tasks. If the projects are very different I could understand splitting them out but I would still personally want a jumping off point that housed all projects at least.


  • 3.  RE: Can I copy an app and have the pipelines copy?

    Posted 07-22-2022 12:57
    You can export what is called YAML.  That is essentially the code for the Pipeline and then edit it to adjust the table references.  Then Import the adjusted YAML to create a new Pipeline.

    I don't have the training links handy for doing this though.

    But I do echo Austin, that you may want to consider not duplicating apps  for new projects but make the app handle all projects.  Duplicate apps create much duplicate maintenance work.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 4.  RE: Can I copy an app and have the pipelines copy?

    Posted 07-22-2022 14:12
    I always forget about the YAML, that is a powerful tool to use for sure. I have only done that a few times but it makes sense in this case and would work I think.


  • 5.  RE: Can I copy an app and have the pipelines copy?

    Posted 07-22-2022 15:03
    Thank you for this. 

    I have recommended a singe database multiple times, however this is a tax reason. The Parent company has multiple companies and when they incorporate a new company (3-5) times a year they want a new database for the new inc.

    How would I use the YAML? 

    Thank you, 
    Tara

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    Tara Stroup
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  • 6.  RE: Can I copy an app and have the pipelines copy?

    Posted 07-26-2022 11:50
    You need to go to the main Pipelines page and on the right hand side of each pipeline there is a more options/kebab menu there that you can click and then select "Export". This will give you a screen that contains the YAML of the pipeline. 

    You can copy this YAML and edit it to do something else. In your case you would want to edit the part that holds the table and app information. It is formatted a specific way and you need to follow. If you app is called My App you would grab the table you want from there and note down it's ID and the line for table would look like this:

    table: '"My App" <TableIDHere>'

    You would need to change that anywhere that referenced the old table. Assuming your pipeline stayed the exact same otherwise it should just work for you when editing these. You may need to change what fields and field IDs it looks for as well. Very likely in fact unless you are just using the built in ones.