Forum Discussion

HunterB's avatar
HunterB
Qrew Cadet
1 month ago

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.

3 Replies

  • Can you tell me more about your relationships.

    Is the table called Trainings really "Employee Trainings" which has a relationship to both the Employee and a Training Type Master table?

    If I were setting this up I would have these tables

    Employees

    Master Training Topics

    Employee Trainings

    Master Profiles

    Profile Trainings

     

    Employee < Employee Trainings > Master Training Topics < Profile Trainings > Master Profiles. 

     

    Is that your setup?   In my notation above it reads like One employee has many Employee Trainings.

     

     

    • HunterB's avatar
      HunterB
      Qrew Cadet

      Hi Mark,

      That is probably what I am missing, I don't have that many tables setup. I will go ahead and do that and see where that takes me. Thank you.

  • You can automatically assign trainings to employees based on their Profile using a Quickbase Pipeline. The best approach uses a join table (called “Employee Trainings”) that connects the Employees and Trainings tables.

    Create a Pipeline triggered when an Employee’s Profile is updated. It searches for all Trainings that match the employee’s Profile, then checks the join table to avoid duplicates. If the employee isn’t already assigned to a training, it creates the new assignment record.

    This method ensures only the correct trainings are added and prevents duplicate entries.