How to Trigger a Pipeline off a Formula Field

Question

I would very much like to kick off a pipeline from a couple of formula fields....&nbsp;
Use case:&nbsp;&nbsp;- Business Requester creates an new Request in Work Item parent table- Pipeline creates review records for each new request for each Product Team in child table.- Pipeline creates notifications to Product Team member(s) to review the new Request- When all Product Teams have completed their review, summary fields are updated in the parent table.&nbsp; &nbsp;- A formula checkbox in the parent table confirms that all product teams have completed their review.&nbsp; Another formula checkbox field confirms if the work item is above the threshold that requires leadership to review and approve at their next scheduled meeting.- We want the next step to be a Pipeline based on the two formula checkboxes to create an agenda item in the Leader Review child table for each work item that needs their approval.&nbsp; &nbsp;This will enable leaders to pre-review / pre-vote at a time convenient for them and be prepared to discuss at the next scheduled leadership meeting.&nbsp; &nbsp;THIS PIPELINE IS NOT TRIGGERING off THE FORMULA FIELDS.&nbsp; &nbsp;Our work around is for the admin to run a grid edit report that simply reports the results of the two formula fields so that the admin can MANUALLY update a checkbox for each record that needs to have an agenda item created.&nbsp; This manual checkbox DOES trigger a different Pipeline to create the agenda records.&nbsp;&nbsp;We seek a way to kick off the pipeline to create the Leader Review Agenda records from the formula field instead of requiring a human administrator to check the box via a grid edit report.&nbsp; &nbsp; How do we do this with native QuickBase?&nbsp; &nbsp; &nbsp;There must be a way to accomplish this without procuring 3rd party software and more complicated coding.&nbsp; &nbsp;------------------------------Annetta Coleman------------------------------

markshnier__you · Answer

I see two choices.&nbsp;
1. trigger off "When all Product Teams have completed their review" ... I assume that the Teams update a record when they complete a review. The trigger can be off that with a filter that all teams have completed their review. Which is one if your checkbox fields.&nbsp;
2. &nbsp;Run the pipeline on an hourly schedule to run a Search step looking for the conditions to be right for the pipeline to run.&nbsp;------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

annettacoleman · Answer

Mark -
The for each Work Item, we have a Pipeline that creates a 7 records in the Intake Worklist child table (1 record for each of 7 product teams).&nbsp; &nbsp;Each Worklist record has 3 question sections related to Impact, Alignment (to Strategy) and Product Team Decision.&nbsp; Each question has a checkbox or multiple choice related to if Impacted, if Aligned and Decision made plus a few other sub questions in each set and auto fill of User and Date.&nbsp; &nbsp;Since there are 7 product teams, we have summary fields that feed back to the Parent Table and Formula Field logic related to when ALL teams have completed their Impact &amp; Alignment analysis of the work item.&nbsp; &nbsp;
We would like the formula field to trigger the pipeline.&nbsp; &nbsp;Currently the only way we can trigger the pipeline is to have the admin run a report, look for the decision in the formula field and then manually check a redundant box to kick off the pipeline.&nbsp; &nbsp;(Painful)&nbsp;Would a SCHEDULED pipeline be able to run off the formula field(s)?&nbsp; &nbsp; I guess we could schedule the update to be every 5 minutes since we need this update fairly real time.&nbsp; But that method would clearly be overkill most of the time.&nbsp; &nbsp;(sigh)
IS there not a way to trigger the pipeline from a formula field?&nbsp; &nbsp;Seems like a feature gap to me.&nbsp; &nbsp;

------------------------------Annetta Coleman------------------------------

markshnier__you · Answer

I think you are overthinking this and mentally stuck on the formula field trigger.&nbsp;
just trigger on whenANY team has completed their Impact &amp; Alignment analysis of the work item.&nbsp; &nbsp;
But then coax those summary fields to be lookups down to that Trigger record and have the Blue filter "Add Conditions" check if ALL teams have completed their impact reviews.&nbsp;------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

annettacoleman · Answer

Mark - Thanks for nudging me out of a brain freeze.&nbsp; &nbsp;So.....&nbsp; I have a couple of questions.....
1) If I set the Pipeline to Trigger off the first team a completion checkbox on their record....&nbsp; how long can the pipeline wait for ALL other teams to complete their analysis.&nbsp; &nbsp;We will likely have a situation where one team completes within a couple days and a lagging team will not respond until our SLA overdue notification reminds them (~10 calendar days).
2) What would inhibit the Pipeline firing when a 2nd or 3rd team complete their analysis?&nbsp; &nbsp;
&nbsp;&nbsp;------------------------------Annetta Coleman------------------------------

markshnier__you · Answer

I think your still missing something easy.&nbsp;
The Pipeline will attempt to trigger when any review is completed.&nbsp;
But then you will have also added that Blue &nbsp;Add Conditions filter &nbsp;to check if your formula field indicating that ALL of the reviews are complete. You need to get that formula field looked up down to the Individual review records.&nbsp;------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

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How to Trigger a Pipeline off a Formula Field

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