Forum Discussion

AdamParker's avatar
AdamParker
Qrew Trainee
4 years ago

Pipeline viewing across team members - permissions issue?

I have created pipelines that I want other app admins to be able to view and edit.  When they go to the Pipelines page, they do not see the ones I created.  I can't seem to find any user role/pe...
Pipelines
DonLarson's avatar
DonLarson
Qrew Commander
The permissions and visibility is unfortunate but there are two other issues.

The first is documentation about how the Pipeline interacts with the Channel.  I was working on a Mailchimp integration and could not follow the details.  Maybe if I was a Mailchimp expert, it would have been obvious.

The second is testing.   I had a client that wanted to integrate with Quick Books using Pipelines.  We had to abandon the project as there is no way to connect Pipelines to the Quick Books Sandbox.    You can only write to the Production General Ledger.   To say that freaked out the Controller is an understatement.   Every time I tested something, I changed the Profit and Loss statement.   That got me in big trouble.   Boston has announced that the feature is coming in the future.  However as somebody who makes plenty of mistakes connecting a mature Production Quick Base app to a Production system of any other kind and being live the entire time is really dangerous.  Given my first point above that you have to play with it to figure out what to do you load garbage into one or both systems.

Pipelines are really cool, but it is like learning to drive on a 7 speed Ferrari at rush hour on the Autobahn.

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Don Larson
Paasporter
Westlake OH
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AdamParker's avatar
AdamParker
Qrew Trainee
4 years ago
One thing is that a lot of the channels that Pipelines connects to are products that offer a free trial, allowing you to get into the ecosystem and test on a dummy account (including Quick Books). That said, I had enough problems with a pipeline to Quick Books that we gave up on it, so take my suggestion with a grain of salt. 

Also, assume you've seen this, but there is the "View Activity" and view "Input/Output" option for pipeline activity. 

Personally, I've had the most success with the Slack channel, which is straightforward.

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Adam Parker
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