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JIMLIEDER1's avatar
JIMLIEDER1
Qrew Cadet
5 years ago

How can I insert a new step in an existing Pipeline?

I have an existing Pipeline with 5 steps and I need to insert a new step 1.  Is it possible to insert a step at the beginning?

If that's not possible, I'll create a new Pipeline with the new step ,and have that call my existing Pipeline.  But the instructions on how to call another Pipeline aren't very clear (see the attached screen shot).  Does anyone know how the enter the Call Definition for called Pipelines?

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Jim
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Pipelines

5 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    5 years ago
    I have not tried this, but I recall being told at a demo that to insert a step you create a new step at the bottom and then drag it up.


    EDIT: I tried this and it seemed to work
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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JIMLIEDER1's avatar
      JIMLIEDER1
      Qrew Cadet
      5 years ago
      Mark, 

      Thanks for your reply.  I couldn't get this to work, but I might not be dragging the new step into just the right spot.  I'll keep at it.

      Jim

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      Jim
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      • MichaelTamoush's avatar
        MichaelTamoush
        Qrew Captain
        4 years ago
        In my testing I can move up something like 'Search Records', but the 'For Each' items that go along with that search record stay put.  Has anyone had any luck moving an entire grouping of tasks?

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        Mike Tamoush
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