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creating a pipeline

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Hello, 

I've followed the various tutorials for creating pipelines, but none seem to fit my needed scenario. 

I need a record to move to another table if a field contains a certain selection, and then after that record is moved to the new table I need it to delete from the previously located table. 

And - if someone needed to go back and change the record field to move it back to the previous table and delete it again from that table. 

Scenario 1) Status is changed > move to the closed records table> Delete the record from the open records table

Scenario 2) Status is changed > move the record from the closed records table to the open records table > delete the record from the closed records.

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Lorrie B
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MarkShnierYou
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Just a comment.  Consider not moving records at all. Just flag the records with a status and use reports and possibly permission to control access.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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I 100000% agree with you Lorrie. There is not enough education or documentation out there for the real world application of Pipelines. Pretty much, if it isn't already a channel, you need a computer science degree to figure it out.

I'm sure there is someone out there who needs to hook directly up to SurveyMonkey or whatever, but that happens 0% of the time in my world. 

This simple action is a great example of the problems that pipelines needs to be able to EASILY solve. The fact that you could do this with a few clicks in automations seems to entirely elude the QB dev team, who are all dead-set on not just "not supporting" automations, but entirely disabling them THIS JANUARY!!! (WTF?!?)

I use pipelines every day, and know how to work them, but there is a place for everything, and automations handles the sort of task you are asking about with ease. There is a place for everything, and automations have a place that Pipelines just can't handle, and vice versa. 

I am mad as hell at the direction of the QB leadership. They need to start listening to their users again.

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Meredith Moore
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Hi Lorrie,
You will need to different Pipelines, but they will be basically mirror images of each other.

You will want to start with a On New Event Trigger, and set it up for when the status changes to Closed/Open depending on the table that is triggering the event. You'll want to select all of the fields that you're going to need to transfer.

Then you use a Create Record, and then drag and drop the fields from step A into the corresponding fields in Step B. 

Then you use a Delete Record, and select the record from Step A(Trigger).

I hope that this helps

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John Crosland
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