Importing Pipeline YAML
In this article we'll explore importing YAML from one user's Pipeline to yours.
These instructions assume the following:
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You have a basic understanding of how Quickbase works, including how to find the DBID of a table.
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You have access to a Quickbase realm, with create application permissions, or someone has created the application and tables you'll need for this Pipeline. — If you will not be running it on its original application.
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You know how to create and utilize Quickbase User Tokens and have one assigned to the application from step 2.
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You have access to Pipelines within your realm, and permissions to utilize them.
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You have YAML created by another user, or under a different User Token.
Importing the YAML
- Grab the YAML of the Pipeline you're importing. You can do this by clicking the three dots to the right of the Pipeline's title, and selecting 'Import/Export', then copying all the YAML code in the large box.
- Have the DBIDs of the matching tables in your application on hand.
- This step and step 7 assume you'll be running the Pipeline on a different application/table than the one the YAML refers to.
- Have your Account Slug on hand. - This Slug corresponds with your User Token. Ensure your User Token has access to the application from step 2.
- Click the down chevron to the right of 'Create pipeline' select 'Import pipeline'.
- Paste your YAML from step 1 in the box provided.
- The name and description will auto-populate from the YAML once you click outside that box.
- Find the Account Slug in the YAML and replace with yours. (See lines 9, 16, & 25 in the image below)
- Find the table DBIDs and replace with yours. (See lines 12, 19, & 26 in the image below)
- Click on 'Import as new'.
Find more Pipelines How-Tos Below:
Pipelines and Object Linking
How to use Pipelines to email a report at a specific time of day
How to Use the Bucket Channel to Schedule an Archive to Box
Build better trend reports with Pipelines
Generate template records with Pipelines