Forum Discussion

BenjaminBrooks's avatar
BenjaminBrooks
Qrew Trainee
5 years ago

Pipelines on Schedule

Hello,

I would like to be able to push an automation for leads that are marked as enrolled with a date sold of today. I have come to the conclusion that i will have to use pipelines to do this since the automation can run daily but i cannot specify that only to run and import items that are enrolled and a date sold of today.

So i am using pipelines so that i can get only the data that i want pushed over. My issue is that i put in the search records to get the leads that i want and i can put in a conditional that only leads that are enrolled will get pushed over, but then when i do the and to put the date sold must be today it just gives me the date sold is set then wont let me select today. How do i do this?

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Benjamin Brooks
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  • Can you use an Automaton to run at about midnight and to import leads for yesterday?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • BenjaminBrooks's avatar
      BenjaminBrooks
      Qrew Trainee
      Yes it would be fine if it ran at 12:01 am! right now i have it running and automation based on the status changing to enroll but there are mistakes being made that are going over that are incorrect and we need to make sure that we have some time before it gets pushed to the other tables to make it correct

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      Benjamin Brooks
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  • try making a formula field called Today with a formula of Today() and using that in your pipeline.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • BenjaminBrooks's avatar
      BenjaminBrooks
      Qrew Trainee
      In pipelines should i use look up a record or search record to do this?

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      Benjamin Brooks
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