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Using Pipelines to Archive Records Based on Checkbox
Hi Quickbase Community, I’m working on an app with a many-to-many relationship and would like to use Pipelines to automate the process of archiving records. Specifically, I want to move records to a...
Meagan,
If you are moving the Permissions data at the same time you are moving the Employees data, this is easier than I made it sound.
Building on your existing Pipeline, when the Step that creates the Archive Employee record finishes, your next Step is
Search Permissions where Related Employees = a.id ( I assume that Step A is the Trigger on the Employee Table)
That creates a Loop under it
Next Step Create Record on Archive Permissions table
Related Employees = b.id ( I am assuming that Step B is where you created the Archive Employee)
You also specify the rest of the Permissions fields in this step that you should capture in your Search step)
That should create all the Permission records in the Archive App for the Employees.
