Forum Discussion

ShaneMiller1's avatar
ShaneMiller1
Qrew Cadet
3 years ago
Solved

Pipelines automation to change record owner

Good morning,
In short, I have created a pipeline that triggers on an event inside 'record 1'. It then creates 'record 2'. 'Record 2' ends up being created/ owned by me, however, I would like to change that to the person who created/ owns 'Record 1'. 
I am open to all ideas and suggestions.
Thank you for your time.

Kind regards,
Shane Miller

------------------------------
Shane Miller
------------------------------
Pipelines
  • JosephMahon's avatar
    JosephMahon
    7 months ago

    Had some trouble getting the original fix to work but I met with Mark and we were able to make this work using just the URL and not the body.  Here is the URL we used. 

     

    https://mycompany.quickbase.com/db/DBID?a=API_ChangeRecordOwner&rid={{a.id}}&newowner={{a.update_eoc_record_owner_to.email}}

  • RaziD_'s avatar
    RaziD_
    Qrew Cadet
    3 years ago
    Hi Shane;
    You can add another step for API_ChangeRecordOwner.
    You can add a Webhook or a Json Handler in pipeline to change owner of newly created record to user you want.

    Please see: https://help.quickbase.com/api-guide/change_record_owner.html

    I hope this helps.

    ------------------------------
    Razi D.
    Desta Tech LLC
    razi@destatechs.com
    ------------------------------
    • ShaneMiller1's avatar
      ShaneMiller1
      Qrew Cadet
      3 years ago
      Thank you for your response, sorry for the delay. Would you by chance be able to send a screenshot or video of what this would look like completed? API's are confusing to me, and the literature that accompanies it hasn't quite added up for me either. To be quite honest I don't understand any of it (URL, method, name, value, content type, body, SSL). I'm not sure where to even start. Multiple records are created in my pipeline, and I'm unsure of how to address those newly created records that now have me as the record owner

      ------------------------------
      Shane Miller
      ------------------------------
      • RaziD_'s avatar
        RaziD_
        Qrew Cadet
        3 years ago
        Hi Shane;
        Please see Pipeline Webhook sample image below.
        It is for Changing record owner.

        In URL: you need destination table url
        In Message body:
           rid is record id of record you want to change record owner
           newowner is email address of user that you want to be record owner.
         
          

        You can get these values from previous step in pipeline. I am not sure how your pipeline looks. I hope this helps
        Thank you



        ------------------------------
        Razi D.
        Desta Tech LLC
        razi@destatechs.com
        ------------------------------
  • JosephMahon's avatar
    JosephMahon
    Qrew Cadet
    7 months ago

    I know this is an older post but I wanted to share an issue I am having. 

    No matter what I do, I am getting error: Remote service reported an error: HTTP status code 404 for URL

    The DBID is accurate as is the app and user token's.

    Interestingly whenever I put in the URL for the table it defaults to homepage.  I noticed it does that for all of my tables.  Wondering if there is a setting I am missing?

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      7 months ago

      Error 404 must mean that it could not find the end point.  So that URL must not be pointing at the table.

       

      Can you explain what you mean by his?

      Interestingly whenever I put in the URL for the table it defaults to homepage. 

      The pipelines URL does not default to anything, so I'm not understanding what you mean by that.

  • JosephMahon's avatar
    JosephMahon
    Qrew Cadet
    7 months ago

    Yeah, but I can tell for sure that it is the correct URL.

    Yeah, what I mean is that in my web browser when I put in my table URL, it defaults to the APP home page.  I am getting the table URL directly from the URL Bar when I navigate to the table, but if pasted into another tab it redirects to APP home page.  

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      7 months ago

      Oh, that is normal.  If you suffix the URL with ?a=td then it will give you the table home page.

      Observe that if you click on the table icon for the table homepage that is the syntax. It needs that suffix. ?a=td

  • JosephMahon's avatar
    JosephMahon
    Qrew Cadet
    7 months ago

    Ah okay. That makes sense and I can see that it checks out!

    Still runs the 404 error for me.  Wondering if I have a permissions error.  I am wondering if I don't have full administration rights (even though I should).  Would that cause the error for this kind of call?

  • JosephMahon's avatar
    JosephMahon
    Qrew Cadet
    7 months ago

    Had some trouble getting the original fix to work but I met with Mark and we were able to make this work using just the URL and not the body.  Here is the URL we used. 

     

    https://mycompany.quickbase.com/db/DBID?a=API_ChangeRecordOwner&rid={{a.id}}&newowner={{a.update_eoc_record_owner_to.email}}