Skip to main content
Question

Pipeline to Auto-Assign Trainings to Employees by "Profile"

  • May 27, 2026
  • 0 replies
  • 79 views
Forum|alt.badge.img+6

I have three tables in Quickbase:

  • Employees
  • Trainings
  • Profiles

I’m trying to build a Pipeline that automatically assigns trainings to employees based on their "profile".

Example:

  • The "profile" called “Basic”requires:
    • CPR Training
    • First Aid Training

If John Doe is assigned the “Basic” profile, the Pipeline should automatically add John Doe to the existing CPR and First Aid training records.

A few important requirements:

  • The Pipeline should only add trainings where the Employee Profile matches the Training Profile.
  • The Pipeline must check for duplicate trainings and NOT add the employee to a training if they are already associated with it.

If this can be done without a Pipeline I am all ears.

MarkShnierYou
Forum|alt.badge.img+24

Can you tell me more about your relationships.

Is the table called Trainings really "Employee Trainings" which has a relationship to both the Employee and a Training Type Master table?

If I were setting this up I would have these tables

Employees

Master Training Topics

Employee Trainings

Master Profiles

Profile Trainings

 

Employee < Employee Trainings > Master Training Topics < Profile Trainings > Master Profiles. 

 

Is that your setup?   In my notation above it reads like One employee has many Employee Trainings.

 

 

Mark Shnier. Your Quickbase Coach
RoyWanyoike
Forum|alt.badge.img+13
  • RoyWanyoike
  • Registered
  • May 28, 2026

You can automatically assign trainings to employees based on their Profile using a Quickbase Pipeline. The best approach uses a join table (called “Employee Trainings”) that connects the Employees and Trainings tables.

Create a Pipeline triggered when an Employee’s Profile is updated. It searches for all Trainings that match the employee’s Profile, then checks the join table to avoid duplicates. If the employee isn’t already assigned to a training, it creates the new assignment record.

This method ensures only the correct trainings are added and prevents duplicate entries.

Roy Wanyoike
Terms & ConditionsAccessibility statement