Forum Discussion

LizChartrand's avatar
LizChartrand
Qrew Cadet
4 years ago

Scheduled Pipelines - Suggestions for how to create records daily to archive a table's activity

Hello, My original goal was to set up an automation for this task and then migrate to pipelines to see if I could follow the logic. It turns out you cannot migrate scheduled automation, which makes s...
Pipelines
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
np,
The first step of the pipeline will be a Search.  You will identify all the field that you will need in subsequent Steps and will hjave an opportunity to add in filters if you like.

Then the next Step will be a "For Each" loop which you will create records in the archive table.

Feel free to post back if you get stuck.

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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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LizChartrand's avatar
LizChartrand
Qrew Cadet
4 years ago
Thank you, Mark!
I'll be honest, I'm a little embarrassed haha, I've been able to set this up very easily, I don't know why I didn't test out the search option when I was digging in yesterday.

So far so good, hopefully, that trend continues! Thanks again!

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Liz Chartrand
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    It does take while to get comfortable with Pipelines but they do get less scary after a working with them for a while.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------