Pipelines

723 Topics

Turn off alert emails when developing Pipelines?
Is it possible to turn off the email alerts when a recipe fails? I am looking around and don't see any feature.
JimHarrison
4 days ago Place Quickbase Discussions
7Views
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1Comment
Copy Records pipeline, records are being skipped
Hi there! I am trying to turn away from using connected tables and into using pipelines to bring my data from one app to another. I am using the bulk copy records action in pipelines to do so! It is a super simple pipeline but whenever run it my table does not get update with the records. I do not receive any errors on the pipeline itself but the table remains empty.... Help! Thank you :)
hbkc
9 days ago Place Quickbase Discussions
14Views
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0Comments
pipeline to copy form two tables to one
Hi all, I have 3 tables, one for store, one for master material and one for data output for running pipelines. The pipeline is based on a trigger initiating form the store table where i tick say 'coffee pack' when i create a store which then copies anything from the master material table to the data output table. This all works fine and say if i had a trigger to copy tea products based on another trigger for 'Tea Pack' when i create a store it will just copy the tea output to the data output table. If i select both coffee and tea packs on the store table it copies all products with tea and coffee in the allocation field used in the material master. however, i want to be able to transpose the store information into the data output field also like store name. The data file will then show the products in the data output and have the store requested name against each product. Is this possible?
PaulTimmins
10 days ago Place Quickbase Discussions
14Views
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0Comments
Pipelines Variables
I get that we can use a Pipelines for each loop based on a record found, but is there a way yet to add a variable as a counter to run the loop based on the variable instead of the '1' record count? I'm trying to search the record, capture the qty ordered and run the loop that many times to create that number of records in another table. I also really want to avoid having to create a code page to do this and make a bunch of API calls. Thanks! ------------------------------ AR ------------------------------
AngelRodriguez
12 days ago Place Quickbase Discussions
86Views
2likes
1Comment
How to send field values to a Mailgun template in Pipelines
In my Pipeline, when a record is created, it tells Mailgun to send an email using a specific template within Mailgun. How can I pass Quickbase field values to the Mailgun template? There doesn't appear to be an obvious solution from looking at the interface (see screenshot). ------------------------------ Matt Makris ------------------------------
MattMakris
12 days ago Place Quickbase Discussions
26Views
0likes
2Comments
How to build a pipeline that creates child records based on a list-user field in the parent record?
I have 3 tables - Projects, Tasks, and Task Bids. In the parent table, Projects, I have an embedded Tasks table that is editable on the Projects record so managers can just fill in the tasks they need completed. On that embedded Tasks table I have a list-user field where they can assign up to 20 contractors. When I save the Project (which will also save the Tasks) how can I build a pipeline to create separate Task Bid records for each contractor on the list-user field?
DawnRene3
13 days ago Place Quickbase Discussions
65Views
0likes
1Comment
File Attachment to Multiple Units Pipeline
Hello Everyone, I am looking to see if there is a solution for uploading files and having them auto populate records on a join table that links my sales order units with document files. I would like to know if it is possible to have the file attachment text contain the necessary info for a pipeline to read and perform the needed tasks. here is what i am currently trying. using file manager plugin i upload docs through sales order table(projects table) then it uploads to its documents table testing a pipeline that can read unit# on the attached file once it is uploaded however i seem to get an issue when pipeline goes to create the records in the docs join table, the error message is below so at the moment i cant even tell if it can read the unit# and create a link for each unit per attachment. Validation error: Incorrect template "{{b.id}}{{b.related_sales_order}}". ValueError: invalid literal for int() with base 10: 'id'
jpol
15 days ago Place Quickbase Discussions
43Views
0likes
5Comments
Pipeline - Add Year from Record Created to a field
I am trying to write a simple pipeline that once a record is saved to the Transactions table a pipeline runs to modify the transaction name and add to end " - " and the year the record was created. I can use the record created field but that is inclusive of the full date and time and I am only looking for the year. Thanks, Eric
Solved
Efixman
16 days ago Place Quickbase Discussions
43Views
0likes
4Comments
Document Template creation - Save PDF to field in record
Hi, I basically imported the following YAML. And everything is looking ok until it comes to the Body of the “Save File to a Table” Where I am getting a “This field contains invalid jinja references” error. Thank you so much for helping! Below is the Body (image also below): { "to": "bts4ydgrs", "data": [ { "340": { "value": { "fileName": "{{a.json.fileName}}", "data": "{{a.json.data}}" } } } ], "fieldsToReturn": [] } } } ] } "fieldsToReturn": [] } The Below is the YAML I imported: # Doc Gen Testing # # Account slugs: # - quickbase[CHANGE ME]: Realm Default Account <None> # - microsoft-outlook[CHANGE ME]: # <None> --- - META: name: Doc Gen Testing - ACTION quickbase[CHANGE ME] quickbase_api make -> a: inputs: method: GET url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1 1 1 1&unit=in&orientation=portrait&recordId=1 name: Generate Doc - ACTION quickbase[CHANGE ME] quickbase_api make -> b: inputs: body: "{\n \"to\": \"CHANGE_ME_TABLE_ID\",\n \"data\": [\n {\n \"6\"\ : {\n \"value\": {\n \"fileName\": \"{{a.json.fileName}}\"\ ,\n \"data\": \"{{a.json.data}}\"\n }\n \ \ }\n }\n ],\n \"fieldsToReturn\": []\n }\n }\n }\n \ \ ]\n}\n \"fieldsToReturn\": []\n }" method: POST url: https://api.quickbase.com/v1/records name: Save File to a Table note: 'Write the record ' - LOOKUP quickbase[CHANGE_ME] record look_up -> c: inputs-meta: table: '"Demo App: Invoice Files" <CHANGE_ME>' export_fields: '"File" <6>' inputs: id: '{{b.json.metadata.createdRecordIds[0]}}'
LijaHarris
16 days ago Place Quickbase Discussions
82Views
0likes
4Comments
Looping through field values in Pipeline
I have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values in the field and within each loop perform a QB record update. In pipelines, I understand how I can perform a loop based off a list of records, but in this case I need the loop to be based off a list of values in a field.... any way to do this? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------
JennasonQuick_B
23 days ago Place Quickbase Discussions
775Views
0likes
22Comments

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I am trying to turn away from using connected tables and into using pipelines to bring my data from one app to another. I am using the bulk copy records action in pipelines to do so! It is a super simple pipeline but whenever run it my table does not get update with the records. I do not receive any errors on the pipeline itself but the table remains empty.... Help! 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The pipeline is based on a trigger initiating form the store table where i tick say 'coffee pack' when i create a store which then copies anything from the master material table to the data output table. This all works fine and say if i had a trigger to copy tea products based on another trigger for 'Tea Pack' when i create a store it will just copy the tea output to the data output table. If i select both coffee and tea packs on the store table it copies all products with tea and coffee in the allocation field used in the material master. however, i want to be able to transpose the store information into the data output field also like store name. The data file will then show the products in the data output and have the store requested name against each product. Is this possible? 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There doesn't appear to be an obvious solution from looking at the interface (see screenshot). ------------------------------ Matt Makris ------------------------------ ","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})@stringLength":"370","kudosSumWeight":0,"repliesCount":2,"readOnly":false,"images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS0zNTY2Ny0zNzk2aTk1NTM3NzJCNzJGNTcxREM?revision=1\"}"}}],"totalCount":1,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Conversation:conversation:90330":{"__typename":"Conversation","id":"conversation:90330","topic":{"__typename":"ForumTopicMessage","uid":90330},"lastPostingActivityTime":"2025-03-31T14:36:36.635-07:00","solved":false},"User:user:30206":{"__typename":"User","uid":30206,"login":"DawnRene3","registrationData":{"__typename":"RegistrationData","status":null},"deleted":false,"avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/m_assets/avatars/default/avatar-2.svg?time=0"},"id":"user:30206"},"ForumTopicMessage:message:90330":{"__typename":"ForumTopicMessage","subject":"How to build a pipeline that creates child records based on a list-user field in the parent record?","conversation":{"__ref":"Conversation:conversation:90330"},"id":"message:90330","revisionNum":1,"uid":90330,"depth":0,"board":{"__ref":"Forum:board:quickbase-discussions"},"author":{"__ref":"User:user:30206"},"metrics":{"__typename":"MessageMetrics","views":65},"postTime":"2025-03-31T11:38:02.721-07:00","lastPublishTime":"2025-03-31T11:38:02.721-07:00","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})":" I have 3 tables - Projects, Tasks, and Task Bids. 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","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})@stringLength":"475","kudosSumWeight":0,"repliesCount":1,"readOnly":false,"images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Conversation:conversation:90317":{"__typename":"Conversation","id":"conversation:90317","topic":{"__typename":"ForumTopicMessage","uid":90317},"lastPostingActivityTime":"2025-03-29T15:07:57.256-07:00","solved":false},"User:user:47337":{"__typename":"User","uid":47337,"login":"jpol","registrationData":{"__typename":"RegistrationData","status":null},"deleted":false,"avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/m_assets/avatars/default/avatar-6.svg?time=0"},"id":"user:47337"},"ForumTopicMessage:message:90317":{"__typename":"ForumTopicMessage","subject":"File Attachment to Multiple Units Pipeline","conversation":{"__ref":"Conversation:conversation:90317"},"id":"message:90317","revisionNum":1,"uid":90317,"depth":0,"board":{"__ref":"Forum:board:quickbase-discussions"},"author":{"__ref":"User:user:47337"},"metrics":{"__typename":"MessageMetrics","views":43},"postTime":"2025-03-29T04:53:45.058-07:00","lastPublishTime":"2025-03-29T04:53:45.058-07:00","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})":" Hello Everyone, I am looking to see if there is a solution for uploading files and having them auto populate records on a join table that links my sales order units with document files. I would like to know if it is possible to have the file attachment text contain the necessary info for a pipeline to read and perform the needed tasks. here is what i am currently trying. using file manager plugin i upload docs through sales order table(projects table) then it uploads to its documents table testing a pipeline that can read unit# on the attached file once it is uploaded however i seem to get an issue when pipeline goes to create the records in the docs join table, the error message is below so at the moment i cant even tell if it can read the unit# and create a link for each unit per attachment. Validation error: Incorrect template \"{{b.id}}{{b.related_sales_order}}\". 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Thanks, Eric ","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})@stringLength":"340","kudosSumWeight":0,"repliesCount":4,"readOnly":false,"images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Conversation:conversation:90143":{"__typename":"Conversation","id":"conversation:90143","topic":{"__typename":"ForumTopicMessage","uid":90143},"lastPostingActivityTime":"2025-03-28T11:41:41.100-07:00","solved":false},"User:user:32683":{"__typename":"User","uid":32683,"login":"LijaHarris","registrationData":{"__typename":"RegistrationData","status":null},"deleted":false,"avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/m_assets/avatars/default/avatar-7.svg?time=0"},"id":"user:32683"},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS05MDE0My1TcXN3STg?revision=1\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/bS05MDE0My1TcXN3STg?revision=1","title":"image.png","associationType":"BODY","width":561,"height":576,"altText":""},"ForumTopicMessage:message:90143":{"__typename":"ForumTopicMessage","subject":"Document Template creation - Save PDF to field in record","conversation":{"__ref":"Conversation:conversation:90143"},"id":"message:90143","revisionNum":1,"uid":90143,"depth":0,"board":{"__ref":"Forum:board:quickbase-discussions"},"author":{"__ref":"User:user:32683"},"metrics":{"__typename":"MessageMetrics","views":82},"postTime":"2025-03-14T07:50:32.723-07:00","lastPublishTime":"2025-03-14T07:50:32.723-07:00","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})":" Hi, I basically imported the following YAML. And everything is looking ok until it comes to the Body of the “Save File to a Table” Where I am getting a “This field contains invalid jinja references” error. Thank you so much for helping! Below is the Body (image also below): { \"to\": \"bts4ydgrs\", \"data\": [ { \"340\": { \"value\": { \"fileName\": \"{{a.json.fileName}}\", \"data\": \"{{a.json.data}}\" } } } ], \"fieldsToReturn\": [] } } } ] } \"fieldsToReturn\": [] } The Below is the YAML I imported: # Doc Gen Testing # # Account slugs: # - quickbase[CHANGE ME]: Realm Default Account <None> # - microsoft-outlook[CHANGE ME]: # <None> --- - META: name: Doc Gen Testing - ACTION quickbase[CHANGE ME] quickbase_api make -> a: inputs: method: GET url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1 1 1 1&unit=in&orientation=portrait&recordId=1 name: Generate Doc - ACTION quickbase[CHANGE ME] quickbase_api make -> b: inputs: body: \"{\\n \\\"to\\\": \\\"CHANGE_ME_TABLE_ID\\\",\\n \\\"data\\\": [\\n {\\n \\\"6\\\"\\ : {\\n \\\"value\\\": {\\n \\\"fileName\\\": \\\"{{a.json.fileName}}\\\"\\ ,\\n \\\"data\\\": \\\"{{a.json.data}}\\\"\\n }\\n \\ \\ }\\n }\\n ],\\n \\\"fieldsToReturn\\\": []\\n }\\n }\\n }\\n \\ \\ ]\\n}\\n \\\"fieldsToReturn\\\": []\\n }\" method: POST url: https://api.quickbase.com/v1/records name: Save File to a Table note: 'Write the record ' - LOOKUP quickbase[CHANGE_ME] record look_up -> c: inputs-meta: table: '\"Demo App: Invoice Files\" <CHANGE_ME>' export_fields: '\"File\" <6>' inputs: id: '{{b.json.metadata.createdRecordIds[0]}}' ","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})@stringLength":"2556","kudosSumWeight":0,"repliesCount":4,"readOnly":false,"images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS05MDE0My1TcXN3STg?revision=1\"}"}}],"totalCount":1,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Conversation:conversation:50677":{"__typename":"Conversation","id":"conversation:50677","topic":{"__typename":"ForumTopicMessage","uid":50677},"lastPostingActivityTime":"2025-03-21T13:05:35.347-07:00","solved":false},"User:user:745":{"__typename":"User","uid":745,"login":"JennasonQuick_B","registrationData":{"__typename":"RegistrationData","status":null},"deleted":false,"avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/m_assets/avatars/default/avatar-7.svg?time=0"},"id":"user:745"},"ForumTopicMessage:message:50677":{"__typename":"ForumTopicMessage","subject":"Looping through field values in Pipeline","conversation":{"__ref":"Conversation:conversation:50677"},"id":"message:50677","revisionNum":1,"uid":50677,"depth":0,"board":{"__ref":"Forum:board:quickbase-discussions"},"author":{"__ref":"User:user:745"},"metrics":{"__typename":"MessageMetrics","views":775},"postTime":"2021-10-02T08:49:00.000-07:00","lastPublishTime":"2021-10-02T08:49:00.000-07:00","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})":"I have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values in the field and within each loop perform a QB record update. In pipelines, I understand how I can perform a loop based off a list of records, but in this case I need the loop to be based off a list of values in a field.... any way to do this? 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