Pipelines Qrew Discussion Question - Week 1
Happy summer break, Pipelines Qrew! I have a questions for you to help me answer: What kind of technical use cases would you like to see in detail from a Quickbase expert? Example: How to run a Pipeline using a CSV file Tips on using Jinja in Pipelines When are formulas helpful in a Pipeline? Let's start a discussion and share your thoughts below!June 2024 Post-Pipelines Customer Network Meeting Recap
Hello Pipelines Network Qrew! Thank you to all who attended the Pipelines Customer Network meeting on June 2024. Here’s a recap of the meeting: Daniel Bewley, Director of IT at Signet Health, showed us how he created a Pipeline that autogenerates custom surveys for various locations in his organization. He also demonstrated how he created a monthly automated email with important information with Pipelines and a Jinja expression. It was very received by the audience and folks had a lot of great questions and thoughts around his use case. Great job, Daniel! Attached to this post is the YAML that Daniel shared in the chat yesterday. You will be able to grab the formulas used and experiment with your own Pipelines. If you have any questions about the YAML, please let us know. July Customer Networks are on Summer Break and returning in August 2024. Meet me at the Pipelines Discussions page to network and ask questions among the group. I will be there to monitor and post questions every week in July. And as always, if you have a Pipelines use case that you are proud of and would like to share, please reach out to Manny or me and we’ll be happy to connect. Thank you and have a wonderful summer! I’ll message everyone again at the end of July with our finalized August agenda.July 2024 Pipelines Customer Network Meeting is Cancelled
Hello Pipelines Network Qrew! Due to busy summer schedules in July among our customers, we are cancelling ALL Customer Network meetings for the Month of July. We will be holding discussions on the Qrew Discussions group page during this time. If you have any questions or feedback, please reach out to EstherLaVielle Thank you and have a wonderful summer!
Sharepoint pipeline channel add list item issue
Hi all, Great meeting the other day, hearing everyone talking and on the chat, I'm hoping there are some real experts here as I'm having some trouble with the sharepoint channel in pipelines. I'm trying to create a new sharepoint list item when a record is created with a pipeline. Right now, it works fine to create the item, using some fields. However, if I try to send any data to a Hyperlink field in sharepoint the api request to sharepoint fails. Also, if I send email address to a person field in sharepoint it doesn't error but also it doesn't get filled out. I know in a normal api request to sharepoint the hyperlink field is special in that it wants a url and link text, so I'm not sure if I'm supposed to do something special in pipelines to get it to work. ------------------------------ Greg Vasquez ------------------------------
Pipeline Create Record with Today's Date in Date Field
Hello All, I'm building a pipeline and having a hard time telling whether or not I'm limited to picking a specific date or if I can have it generate today's date. Here's how the pipeline works: A. Pipeline triggered by a record being updated in table 1. Trigger is a formula date field with a custom date in the future. B. Look Up this record in table 1 and pull field information. C. Copy table 1 field information into table 2: event name, start date, notes, and relate record in table 2 to record in table 1. Just ran the pipeline and it worked great. However, it looks like I can only set the date to a preset date, rather than have it auto-generate today's date, since the task should be generated the same day the pipeline triggers. Anyone have a recommendation for this? Screenshot attached. ------------------------------ QB Admin Pentastar ------------------------------
September Meeting Notes
Hi Pipelines Peeps! Thanks for joining us at the September meeting this past Tuesday, 9/26. It was a great call with the focus being on the intersection of AI tools (like Chat GPT) and Quickbase. Pipelines Product Updates w/ Edi Evstatiev First up Edi Evstatiev provided an overview of the new Pipelines Designer for those on the call that weren't familiar with it. He also asked for feedback from people on why they were not using it and their experiences with using it. Edi shared that there are plans to address the top feedback the product have received: The slower performance & not being able to add Jinja expressions to date fields. The latter issue should be address this week. Another improvement coming soon is new indexes & increasing the number of steps. If you would like to be included in the Private Beta for this please reach out to Edi directly. What's Available in the new Pipelines Designer & Updates The ability to move one or multiple steps by dragging and dropping Customizable step names The ability to add a step note A new action bar on the top right New activity tab that shows when there are errors, when a pipeline has triggered and other activities Right now you can toggle between the legacy builder and the new designer If you build a Pipeline in the new Designer you can then toggle to the legacy builder and view and edit the Pipeline there but you won't be able to see the customer step names or step notes In October the new Pipelines Designer will be the builder by default Leveraging ChatGPT for Jinja Expressions w/ We McAda Wes McAda, Quickbase Developer @ Louis Berger lead a discussion & share his tips on leveraging ChatGPT to help with Jinja expressions It is a helpful tool to use because there is not a lot of documentation out there about Jinja It's all about the quality of the inputs (or prompts), responses can vary Pro-tip: include "In Quickbase Pipelines" at the begining Pipeline Built w/ OpenAI & General Discussion around AI capabilities coming to Quickbase w/ Alex Pederson Alex Pederson, Sr Manager Solutions Consulting @ Quickbase shared a Pipeline he created integrating a Quickbase App with OpenAI where he wanted to see if he could get a "sentiment analysis" to help determine sentiment (positive, negative, neutral) asking OpenAI to evaluate. This Pipeline demostrated what is possible to build between Quickbase and an AI tool to help with in-app analysis and assistance. On the call people asked for the YAML of this Pipeline and I have attached the YAML and additional information he sent me to this post and it can also be found in the document library of this community . He also demonstrated a new builder experience that will be released soon called the "AI Smart Builder" that leverages AI for building new apps and can help cut down the amount of time required for building new apps. ------------------------------ Caroline Stuart-Freas ------------------------------
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About Pipelines Qrew
A Qrew dedicated to sharing all things Pipelines.Owned by: MannyDe_La_CruzCreated: 4 months ago
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