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  • 1.  How do I create a Pipeline that makes the owner of a child record the owner of the parent record?

    Posted 03-17-2023 15:31

    If I have tables Table A and B how do I create a pipeline that changes Table B's owner to match Related Table B's Owner?

    Example

    Start: Table A Record Owner: Jim Table B Record owner Jerry

    Table B Record is updated by a user

    End: Table A and B Record Owner: Jim



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    Nicholas Geer
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  • 2.  RE: How do I create a Pipeline that makes the owner of a child record the owner of the parent record?

    Posted 03-20-2023 12:57

    The Record Owner is set when the record is created, unless I'm mistaken, you can't change that value later.     

    You may need a different user field like [Assigned Owner] for example, for something that you can manipulate from a pipeline to change the main user associated with the record.



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    Jeff Peterson
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  • 3.  RE: How do I create a Pipeline that makes the owner of a child record the owner of the parent record?

    Posted 03-20-2023 18:32
    Edited by Tyler Jablonski 03-20-2023 18:33

    You can use a webhook with API_ChangeRecordOwner to accomplish this: API_ChangeRecordOwner – Quickbase Help

    As Jeff said, I don't think it's possible to change the record owner using Pipelines without a webhook.



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    Tyler Jablonski
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