Forum Discussion

JIMLIEDER1's avatar
JIMLIEDER1
Qrew Cadet
5 years ago

How can I insert a new step in an existing Pipeline?

I have an existing Pipeline with 5 steps and I need to insert a new step 1.  Is it possible to insert a step at the beginning? If that's not possible, I'll create a new Pipeline with the new step ,...
Pipelines
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
I have not tried this, but I recall being told at a demo that to insert a step you create a new step at the bottom and then drag it up.


EDIT: I tried this and it seemed to work
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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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JIMLIEDER1's avatar
JIMLIEDER1
Qrew Cadet
5 years ago
Mark, 

Thanks for your reply.  I couldn't get this to work, but I might not be dragging the new step into just the right spot.  I'll keep at it.

Jim

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Jim
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  • MichaelTamoush's avatar
    MichaelTamoush
    Qrew Captain
    4 years ago
    In my testing I can move up something like 'Search Records', but the 'For Each' items that go along with that search record stay put.  Has anyone had any luck moving an entire grouping of tasks?

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    Mike Tamoush
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    • BlakeHarrison's avatar
      BlakeHarrison
      Qrew Captain
      4 years ago
      As far as I know, the drag/drop functionality of Pipelines is buggy at best when it comes to moving/inserting steps. I've actually never been able to move anything and have been advised to add the necessary step at the bottom, then use the Import function to move that step within the YAML code.

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      Blake Harrison
      bharrison@datablender.io
      DataBlender - Quick Base Solution Provider
      Atlanta GA
      404.800.1702 / http://datablender.io/
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      • PaulPeterson1's avatar
        PaulPeterson1
        Qrew Assistant Captain
        3 years ago
        I wasn't able to edit using the visual editor, but I found that it is easier to edit the YAML code and import the code into a new pipeline, then delete or disable the old pipeline.  I'm not sure if Quickbase will rename the letters for the steps.  I manually changed the step letters.

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        Paul Peterson
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