creating a pipeline
Hello, I've followed the various tutorials for creating pipelines, but none seem to fit my needed scenario. I need a record to move to another table if a field contains a certain selection, an...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendJust a comment. Consider not moving records at all. Just flag the records with a status and use reports and possibly permission to control access.
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Mark Shnier (Your Quickbase Coach)
[email protected]
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Mark Shnier (Your Quickbase Coach)
[email protected]
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- Hi Mark,
Thanks for replying. I had thought of using reports as the control, but there is a unique ID required so the record in the table will need to be reflected as a new entry with the same ID needing to be used for the newly entered record; while still maintaining the previous record. This info also connects to relationships in 2 other tables that will also need to pull that info over as well.
I've tried various ways to think it through a pipeline but can't configure a solution.
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Lorrie B
------------------------------- MarkShnier__YouA pipeline should definitely be able to do this, in either direction. Can you explain where you are getting confused in the Pipeline setup?
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Mark Shnier (Your Quickbase Coach)
[email protected]
------------------------------- At one point had it move into the other table, but I couldn't set it up to delete from the other table once the info moved over - and also couldn't figure out at all how to get the info to still flow with the related information in the other 2 tables. The information I watched all talked about queries, but the info I need to automate isn't a bulk set of info, just a line item and I couldn't figure out if a query step is required.
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Lorrie B
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