How to Trigger a Pipeline off a Formula Field
I would very much like to kick off a pipeline from a couple of formula fields....
Use case: - Business Requester creates an new Request in Work Item parent table - Pipeline creates review reco...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI see two choices.
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.
2. Run the pipeline on an hourly schedule to run a Search step looking for the conditions to be right for the pipeline to run.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
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). Each Worklist record has 3 question sections related to Impact, Alignment (to Strategy) and Product Team Decision. 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. 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 & Alignment analysis of the work item.
We would like the formula field to trigger the pipeline. 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. (Painful)
Would a SCHEDULED pipeline be able to run off the formula field(s)? I guess we could schedule the update to be every 5 minutes since we need this update fairly real time. But that method would clearly be overkill most of the time. (sigh)
IS there not a way to trigger the pipeline from a formula field? Seems like a feature gap to me.
------------------------------
Annetta Coleman
------------------------------
- MarkShnier__You
I think you are overthinking this and mentally stuck on the formula field trigger.
just trigger on when
ANY team has completed their Impact & Alignment analysis of the work item.
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.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------Mark - Thanks for nudging me out of a brain freeze. So..... I have a couple of questions.....
1) If I set the Pipeline to Trigger off the first team a completion checkbox on their record.... how long can the pipeline wait for ALL other teams to complete their analysis. 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?
------------------------------
Annetta Coleman
------------------------------- MarkShnier__You
I think your still missing something easy.
The Pipeline will attempt to trigger when any review is completed.
But then you will have also added that Blue Add Conditions filter 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.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------