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Is it possible to trigger a Pipeline when a formula field changes on record update?

  • 1.  Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-03-2023 17:29
    Is it possible to trigger a Pipeline when a formula field changes on record update?

    I've created a pipeline that is set to trigger when a checkbox formula goes from false to true. It's not triggering when the record is updated. These records are audits - when one is considered "complete" (the checkbox formula decides wether this is true or false), I need today's date/time to be written to a static text field.  

    Any ideas here are appreciated, thanks!

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    Matt Makris
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  • 2.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-03-2023 17:43
    no, you cannot trigger on a formula field.  You will need to trigger on a scalar field(s) that cause the formula field to change.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-03-2023 17:45
    Formula fields from other tables cause the formula field to change unfortunately. I tried doing this in form rules as well, but it doesn't seem to work either.

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    Matt Makris
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  • 4.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-03-2023 17:51
    Can you trigger on scalar fields in the "other" tables?

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-04-2023 19:52
    You can try triggering on those other tables, especially if they're related. For example, I have a pipeline that when the child status is updated to 'complete', the pipeline is triggered to check if all child records for that parent are 'complete', and if so run some further automation to update the parent record.

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    Ezra Torres
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  • 6.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-04-2023 21:50
    I do something simlar on formula field but pipelines are run on a scheudle instead (every hour)

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    Prashant Maheshwari
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  • 7.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 12:13
    This is the solution here. As long as you don't need it to instantly have a date just do it on a schedule. Then you search for records in the table with your formula field and when everything lines up and the formula field is checked it can input a date. Just make sure you do some error checking like making sure the date is blank first. This is the way I do triggers off formula fields too.


  • 8.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 09:46
    Quickbase needs the record to Save & Close. If the record change is on another table, a Webhook on the table where the Save & Close happens, writes to a check box on the table with the formula field.

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    Jim Harrison
    transparency = knowledge + understanding : The Scrum Dudes
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  • 9.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 12:21
    Jim ! This is something I never thought about !

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    Prashant Maheshwari
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  • 10.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 14:33
    Yeah, it took me a couple years to think about it myself.

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    Jim Harrison
    transparency = knowledge + understanding : The Scrum Dudes
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  • 11.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 15:26
    Oh my gosh the web hook idea to a check box is brilliant. I have spots where I have 4 child tables, thus 4 pipelines to trigger based on each one. Instead, I can have 4 webhooks, and only 1 pipeline! Dang, wish i thought of that years ago lol.

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    Michael Tamoush
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  • 12.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 16:19

    Table where you make the Webhook:
    https://domain.quickbase.com/db/<webhook table>?a=GenWebhookEdit&id=<webhook id>

    Do your filters:

    Endpoint URL:
    put the table dbid you want to check the box

    https://domain.quickbase.com/db/<check box table>

    Message header:
    QuickBase-Action : API_ImportFromCSV


    Message Body:
    <qdbapi>
    <usertoken></usertoken>
    <apptoken></apptoken>
    <records_csv>
    <![CDATA[
    %RepeatOn%
    [Record ID#],"yes"
    %RepeatOff%
    ]]>
    </records_csv>
    <clist>3.<field id of check box field></clist>
    </qdbapi>



    ------------------------------
    Jim Harrison
    transparency = knowledge + understanding : The Scrum Dudes
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  • 13.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-06-2023 20:28
    Jim , 

    If I may request you for a small video recording of Webhook setup you've done , it would help all others(and me) who would come across this comment. 

    You can use loom (or any screen recording tool) or I can get on a zoom call with you and we can do it together. 

    Information on web hook and QuickBase is so very limited .

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    Prashant Maheshwari
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  • 14.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-07-2023 09:51
    sent dm to Prashant.

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    Jim Harrison
    transparency = knowledge + understanding : The Scrum Dudes
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  • 15.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-07-2023 10:17
    Edited by Matt Makris 02-07-2023 11:41
    @Jim Harrison, would you mind sharing that screen recording with me? Thanks!

    Matt


  • 16.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-07-2023 12:36
    sent DM to Matt. 

    If we make a video, will post it here.

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    Jim Harrison
    transparency = knowledge + understanding : The Scrum Dudes
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  • 17.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-10-2023 11:04

    I had a similar need where i wanted notifications on a parent record fired when child activity records where added.

    Checkbox wouldn't work as I needed something that could fire repeatedly. So used a date/time field and a webhook to set the parent "Last Touched" field to the child's date created time. Here is a screenshot of the webhook.

    The term "touched" is borrowed from the unix command to touch a file and update it's modified date



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    Simon H
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  • 18.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-10-2023 20:59

    Thanks Simon , love the clean approach !



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    Prashant Maheshwari
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  • 19.  RE: Is it possible to trigger a Pipeline when a formula field changes on record update?

    Posted 02-11-2023 08:18

    I just solved a similar issue with a less elegant, brute force method.   Here is the ERD of my issue.

    The Formula Date field in the parent table changes based upon dates put into the child tables.  There is a heirarchial logic as well going left to right across the child tables. So I put a text field in the parent table and have Pipelines in the child tables that clears and then writes to the text field at the top.

    Now I have a change in the parent record from which I can control  what should happen next.



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    Don Larson
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