HunterB
1 month agoQrew Cadet
Pipeline to Auto-Assign Trainings to Employees by "Profile"
I have three tables in Quickbase:
- Employees
- Trainings
- Profiles
I’m trying to build a Pipeline that automatically assigns trainings to employees based on their "profile".
Example:
- The "profile" called “Basic”requires:
- CPR Training
- First Aid Training
If John Doe is assigned the “Basic” profile, the Pipeline should automatically add John Doe to the existing CPR and First Aid training records.
A few important requirements:
- The Pipeline should only add trainings where the Employee Profile matches the Training Profile.
- The Pipeline must check for duplicate trainings and NOT add the employee to a training if they are already associated with it.
If this can be done without a Pipeline I am all ears.