I 100000% agree with you Lorrie. There is not enough education or documentation out there for the real world application of Pipelines. Pretty much, if it isn't already a channel, you need a computer science degree to figure it out.
I'm sure there is someone out there who needs to hook directly up to SurveyMonkey or whatever, but that happens 0% of the time in my world.
This simple action is a great example of the problems that pipelines needs to be able to EASILY solve. The fact that you could do this with a few clicks in automations seems to entirely elude the QB dev team, who are all dead-set on not just "not supporting" automations, but entirely disabling them THIS JANUARY!!! (WTF?!?)
I use pipelines every day, and know how to work them, but there is a place for everything, and automations handles the sort of task you are asking about with ease. There is a place for everything, and automations have a place that Pipelines just can't handle, and vice versa.
I am mad as hell at the direction of the QB leadership. They need to start listening to their users again.
------------------------------
Meredith Moore
------------------------------