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Question

How to Trigger a Pipeline off a Formula Field

  • April 22, 2023
  • 0 replies
  • 230 views

I would very much like to kick off a pipeline from a couple of formula fields.... 

Use case:  
- Business Requester creates an new Request in Work Item parent table
- Pipeline creates review records for each new request for each Product Team in child table.
- Pipeline creates notifications to Product Team member(s) to review the new Request
- When all Product Teams have completed their review, summary fields are updated in the parent table.   
- A formula checkbox in the parent table confirms that all product teams have completed their review.  Another formula checkbox field confirms if the work item is above the threshold that requires leadership to review and approve at their next scheduled meeting.
- We want the next step to be a Pipeline based on the two formula checkboxes to create an agenda item in the Leader Review child table for each work item that needs their approval.   This will enable leaders to pre-review / pre-vote at a time convenient for them and be prepared to discuss at the next scheduled leadership meeting.   THIS PIPELINE IS NOT TRIGGERING off THE FORMULA FIELDS.   Our work around is for the admin to run a grid edit report that simply reports the results of the two formula fields so that the admin can MANUALLY update a checkbox for each record that needs to have an agenda item created.  This manual checkbox DOES trigger a different Pipeline to create the agenda records.  

We seek a way to kick off the pipeline to create the Leader Review Agenda records from the formula field instead of requiring a human administrator to check the box via a grid edit report.    How do we do this with native QuickBase?     There must be a way to accomplish this without procuring 3rd party software and more complicated coding.   



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Annetta Coleman
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This topic has been closed for replies.

MarkShnierYou
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I see two choices. 

1. trigger off "When all Product Teams have completed their review" ... I assume that the Teams update a record when they complete a review. The trigger can be off that with a filter that all teams have completed their review. Which is one if your checkbox fields. 


2.  Run the pipeline on an hourly schedule to run a Search step looking for the conditions to be right for the pipeline to run. 



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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