Using Pipelines to Archive Records Based on Checkbox

Question

Hi Quickbase Community,I’m working on an app with a many-to-many relationship and would like to use Pipelines to automate the process of archiving records. Specifically, I want to move records to an archive app when an "Archive" checkbox is checked in the current app.Could someone provide guidance on how to set up a pipeline for this? I’d like the pipeline to:Trigger when the "Archive" checkbox is checked.Move the relevant record(s) from the current app to an archive app.Ensure that the many-to-many relationships are properly handled during the transfer.Any advice or examples would be greatly appreciated!Thanks in advance,Meagan

DonLarson · Accepted Answer

Meagan,If you are moving the Permissions data at the same time you are moving the Employees data, this is easier than I made it sound.Building on your existing Pipeline, when the Step that creates the Archive Employee record finishes, your next Step isSearch Permissions where Related Employees = a.id   ( I assume that Step A is the Trigger on the Employee Table)That creates a Loop under itNext Step Create Record on Archive Permissions tableRelated Employees = b.id    ( I am assuming that Step B is where you created the Archive Employee)You also specify the rest of the Permissions fields in this step that you should capture in your Search step)That should create all the Permission records in the Archive App for the Employees.

DonLarson · Answer

Megan,Is the archive app a clone of your production application?   You are maintaining identical data in all the tables?   If that is correct I would do this: In the Production Application, I would track the Record ID from the Archive table.   Then when your Pipeline Fires it knows what the correct Parent record in the Archive application to connect the newly archived record to.

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