Pipeline Filters using AND and OR
I have a pipeline which has a search step from a list of students. In the filter I want to include the names I want and not the entire list. SchoolName is xxx AND Student Name contains John OR Student name contains Michael OR Student Name contains Joan OR .......they are 24 how can I approach this using using advance filtersAccessing previous field values after an import mapping failure
I have a bulk event-triggered pipeline firing whenever records are modified, leading to an Import to Quickbase step. The import stores current and previous field values on another table. Working on error handling for this import, I would like to log the attributes of the intended "change record" it was attempting to create, i.e. current and previous field values of the source record. If the error was an "import error" this is easy: I can access any of the target field values inside the `import_error.record` container. But if the error was a "mapping error" then it seems only the source's current fields are accessible through the `mapping_error.item` container, with apparently no metadata like previous field values. I don't think I can reference the original record in this context because it's a completely different object with a different index (since the import failures are obviously a subset of the original record set). So this leaves me without a way to store previous field values if there is a mapping error that I can see, unless I restructure the pipeline to process the records serially, which I'd prefer not to do if I can avoid it as the trigger event can potentially be quite large (thousands of changes at a time). Am I missing something? Or should I just not concern myself with auto-handling mapping errors in production, because the data types should never be allowed to change in the first place? Should I just make sure to throw a bright red alert if it does ever happen?
Jinja for User List field
Hi, I am building a pipeline to update a record that includes a User LIst field. I will be updating this field with single user and wanted to use Jinja: The "Help Text" below this field in the pipeline explains: "Comma-separated list of QuickBase User IDs. You can either assign same type list field or manually construct the comma-separated list using Jinja expression." I am not finding an example of how to construct this list in Jinja. Would appreciate help with the syntax. Thanks so much ------------------------------ Christine White ------------------------------
Creating Pipelines with Multiple admin best practice
It seems that if I create a pipeline, as it is my user token, only I can see the pipelines I have created. What is the best practice when you have multiple QB developers, all wanting to create pipelines? One person creates all...? I want other admin to be able to troubleshoot or update all pipelines. I guess this is not possible. How do other people handle this? ------------------------------ Michael Tamoush ------------------------------
Translation Layer for an Inter-app pipeline.
Hey Qrew! Question for your expertise. I have a request from my userbase to create a number of pipelines to help transmit a request from one app to another. The gist is, when a request in system A meets certain criteria, that request needs to be submitted in system B or C. The pipeline will take the request details from system A and distribute them to the appropriate system. The roadblock I'm facing is that I have site (name, company, address, etc) and site contact (name, email, phone, etc) data that needs to be brought over from system A into B or C, but none of the record IDs match between these systems. So if I use the pipeline and pull site record ID 10 from system A, site record ID 10 will pull something completely different in B and C. I need either a translation layer in each system, or if there is a way to universalize without ruining existent data, I would prefer that. As always, your wisdom is appreciated!
Pipeline to Auto-Assign Trainings to Employees by "Profile"
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.
Workaround for 90 Pipeline Limit?
I have reached 90 Pipeline (triggers) limit for my table. I need to do more pipelines with that table, anyone has a workaround ? (I cannot turn off pipelines) Here's what I've tried so far: 1- Zapier/Make : doesn't work because I cannot trigger a zap if a specific field was updated. 2- Consolidate pipelines: Doesn't work because I cannot set a condition of "what trigger caused this pipeline to fire) 3- Look up field in another table and trigger the field based on that: Doesn't work, QB doesn't trigger workflows on lookup fields 4- (3) + A formula field that dynamically sets the value matching the field on the main table: Doesn't work, QB doesn't trigger workflows on formula fields
Quickbase Pipelines: Cannot Populate Required Reference Field from Search Records
I am working on a app that serves as an intake staging area for a public facing form. The forms only identifiers to the customer is an account number. I am tying to use this account number to copy the record to a different application using that number as reference to attach to a table with existing records. My pipeline is currently setup in the following way: Step 1: Intake record which triggers on a status change from "pending" to "approved" We will call the app this step looks at "Intake" No issues with this step Step 2: Search records from what we will call the "Live" app which has an "Organizations" table with entries including the org name, details and the EIN#. Fields for subsequent steps here include that account #. Step is finding the EIN# and shows the org name in the output. Step 3: Basic condition to only proceed if records are found matching account #. Step 4: Creates a new record in the Live app primary table. Organization is a require field and I have {{b[0].id}}} as the entry. Issue: Once the record is created it is showing the EIN# itself in the organization field, not the org name. It is not properly going through the relationship to pull the relevant organization information.
