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 ------------------------------Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!
Pipelines Qrew Meet Up Oct 18th - What Does This Qrew Want to Do?
Hey Everyone, For those of you who attended the August 28th Pipelines meetup, some of this will be a repeat. Quickbase is hosting a virtual end user conference in October. We're calling it EmpowerPro. On day 4, we'll have a Pipelines Qrew Meetup. What are some ideas for what we can do with our hour together on October 18th? Here are some ideas that were shared in the chat of the Aug 28th call: Pipelines and Versioning, Version Control, ALM, Sandboxes, etc Service Accounts, how to use them, what to do about transitioning existing pipelines ownership over to Service Accounts Pipelines Error Messages: What Do They Mean, What Should I Do When I See Them? There may be others I've missed but these appear to be the top three categories of what people are wanting more of. What do we think? Let's also keep in mind that for many individuals, the October Pipelines Meet Up will be their first time interacting with this Qrew. I personally like the idea of breaking down different error messages since if I were an end user that would be super frustrating to deal with. But all three of these are valuable topics that I'm sure would make for a meaningful meet up. Share your thoughts, please. I want this session to be designed based off feedback from The Qrew.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!
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 ------------------------------
Great Meeting Today
I really enjoyed hearing from the product team. As a customer, I am impressed at how much they engage customer feedback. I also loved getting inspired by the customer demo. I have been wanting to do the same thing but I have been intimidated by the Outlook channel. Our system admins are not very keen on letting Quickbase access a mailbox directly, so I need to understand more about how that channel works before I can approach them. I'd love to hear your experiences with the Outlook Channel. ------------------------------ Tammie King ------------------------------
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A Qrew dedicated to sharing all things Pipelines.Owned by: ben_simon and EstherLaVielleCreated: 2 years ago
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