Forum Discussion
QuickBaseJunkie
Qrew Captain
Sadly there aren't many resources for the non-Quickbase channels.
I'm gathering these for myself and may one day put together a document for others to reference for specific 'non-Quickbase' channels like SharePoint.
I haven't had a lot of success querying on the Path, the Web URL seems more reliable.
Below is the structure/approach I would use which assumes your first step is a trigger where the Year, Client, and Job information are populated.
PLEASE NOTE: I won't be able to help you troubleshoot, but hopefully this will get you started on the right path.
When testing I find it helpful to create mini-pipelines with just the search step, where I delete the 'For Each - Do' loop. Then run the pipeline with my criteria to make sure I'm getting back what I would expect. This way I can adjust until it's just right without worrying about the rest of the pipeline or creating a lot of trigger records.
Please let me know if this was helpful 👍
-Sharon
I'm gathering these for myself and may one day put together a document for others to reference for specific 'non-Quickbase' channels like SharePoint.
I haven't had a lot of success querying on the Path, the Web URL seems more reliable.
Below is the structure/approach I would use which assumes your first step is a trigger where the Year, Client, and Job information are populated.
PLEASE NOTE: I won't be able to help you troubleshoot, but hopefully this will get you started on the right path.
When testing I find it helpful to create mini-pipelines with just the search step, where I delete the 'For Each - Do' loop. Then run the pipeline with my criteria to make sure I'm getting back what I would expect. This way I can adjust until it's just right without worrying about the rest of the pipeline or creating a lot of trigger records.
Please let me know if this was helpful 👍
-Sharon
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Quick Base Junkie
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MarkShnier__You
3 years agoQrew Legend
Sharon, I like your low tech excel sheet method to planing out a Pipeline. I tend to do most of my native Quickbase work "on the fly", but since we can't natively insert steps in Pipelines or change the trigger, it make more sense to be more "planful".
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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