Using Pipelines instead of Copy Master Detail

Question

Has anyone used pipelines instead of the Copy Master Detail feature to automate the process? Would like to use a trigger rather than requiring users to press a button.

Thanks!!

------------------------------
Christine White
------------------------------

markshnier__you · Answer

Well, you can call any Webhook, so you can call a QuickBase API

The webhook setrup would look like this

Webhook.
Make Request
a bunch of the top fields are left blank

URL of the target table like this
https://yqc.quickbase.com/db/xxxxx

Method
POST

(more)

Content Type
Application/XML

(strangely, the Body is entered next but when saved comes back in the sequence below)

Headers (list)
Name
QUICKBASE-ACTION

Value
API_CopyMasterDetail

Body
<qdbapi>
   <destrid>0</destrid>
   <sourcerid>1</sourcerid>
   <copyfid>6</copyfid>
</qdbapi>

note that you will need to replace the source Record ID# of 1 with the [Record ID#] field of the trigger record from step A.

The aAPI paramers are here
https://help.quickbase.com/api-guide/API_CopyMasterDetail.html

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

christinewhite · Answer

Thank you!&nbsp; Will review this video:&nbsp; Using Pipelines with Quick Base APIs&nbsp; https://university.quickbase.com/empower-2020/546088------------------------------Christine White------------------------------

markshnier__you · Answer

Thx fo that link.&nbsp; In the video he is using a different type of API called RESTFul APIs.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

christinewhite · Answer

Also found this workaround:https://university.quickbase.com/getting-started-with-pipelines/512664Create a template table and use to populate live table with pipelines------------------------------Christine White------------------------------

markshnier__you · Answer

I did not take the time to try to watch that video but if you were simply trying to copy records from one table into another then yes you can do that with a simple pipeline. But copy master detail is much more powerful. It will copy children in from many child tables into a new project for example and also would be able to copy grandchildren and great grandchildren infinitely down the line into a new project.So maybe Copy Master Detail was overkill for your current needs.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Using Pipelines instead of Copy Master Detail

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