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
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
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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
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MarkShnier__You
Qrew Legend
Qrew LegendA 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]
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Mark Shnier (Your Quickbase Coach)
[email protected]
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- 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
------------------------------- MarkShnier__YouWhen you talk about the relationships, can you do what you want manually? ie do you have relationships set up for your Closed records. If not then your cannot automate something with a Pipeline which cannot be done manually.
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Mark Shnier (Your Quickbase Coach)
[email protected]
------------------------------- I have the same relationship connected to the closed records table as well, but with the pipeline it doesn't transfer the connected info over.
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Lorrie B
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