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  • 1.  Pipelines automation to change record owner

    Posted 07-29-2022 12:31
    Edited by Shane Miller 07-29-2022 14:47
    Good morning,
    In short, I have created a pipeline that triggers on an event inside 'record 1'. It then creates 'record 2'. 'Record 2' ends up being created/ owned by me, however, I would like to change that to the person who created/ owns 'Record 1'. 
    I am open to all ideas and suggestions.
    Thank you for your time.

    Kind regards,
    Shane Miller

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    Shane Miller
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  • 2.  RE: Pipelines automation to change record owner

    Posted 08-04-2022 09:05
    Hi Shane;
    You can add another step for API_ChangeRecordOwner.
    You can add a Webhook or a Json Handler in pipeline to change owner of newly created record to user you want.

    Please see: https://help.quickbase.com/api-guide/change_record_owner.html

    I hope this helps.

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    Razi D.
    Desta Tech LLC
    razi@destatechs.com
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  • 3.  RE: Pipelines automation to change record owner

    Posted 08-29-2022 15:33
    Thank you for your response, sorry for the delay. Would you by chance be able to send a screenshot or video of what this would look like completed? API's are confusing to me, and the literature that accompanies it hasn't quite added up for me either. To be quite honest I don't understand any of it (URL, method, name, value, content type, body, SSL). I'm not sure where to even start. Multiple records are created in my pipeline, and I'm unsure of how to address those newly created records that now have me as the record owner

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    Shane Miller
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  • 4.  RE: Pipelines automation to change record owner

    Posted 28 days ago
    Hi Shane;
    Please see Pipeline Webhook sample image below.
    It is for Changing record owner.

    In URL: you need destination table url
    In Message body:
       rid is record id of record you want to change record owner
       newowner is email address of user that you want to be record owner.
     
      

    You can get these values from previous step in pipeline. I am not sure how your pipeline looks. I hope this helps
    Thank you



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    Razi D.
    Desta Tech LLC
    razi@destatechs.com
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  • 5.  RE: Pipelines automation to change record owner

    Posted 28 days ago
    Thank you so much!

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    Shane Miller
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