Forum Discussion

RameshSingh's avatar
RameshSingh
Qrew Member
2 years ago

Need views for automation

Use case: I want the data from Table A,B,C,D,E,F to flow into Table G. I want this table G have data whenever a new record gets created in the tables. Initally I created a relationship but that isn't useful as the user has to pick a case every time. So my thought is to make couple pipelines to execute this. Please guide if I am doing it right?



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  • Well, this is easy and hard. The easy thing is to automatically create a Record in Table G when a Record is created in any of the other tables. You would need 6 pipelines. 

    But when you edit a Record in table A I assume you need that edit reflected in Table G.  

    If that is the case, then let me know when I can suggest a completely different strategy.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • RameshSingh's avatar
      RameshSingh
      Qrew Member
      How would I be able to get the report link for all the records which are being moved from table A to table G? Bulk pipeline is working well but it doesn't carry any sort of record link for the records in the primary table.--

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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        Just have the pipeline write the table name and the [Record ID#] of the source table into fields in Table G.  Then you can make a Report Link field in say Table A to match the Record ID# with the Table G [Record ID# of source record] and filter the report on only Table A sourced records. 

        Do similarly for each of the rest of the source tables.



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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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