creating a pipeline
Hello, I've followed the various tutorials for creating pipelines, but none seem to fit my needed scenario. I need a record to move to another table if a field contains a certain selection, an...
Forum Discussion
Hi Lorrie,
You will need to different Pipelines, but they will be basically mirror images of each other.
You will want to start with a On New Event Trigger, and set it up for when the status changes to Closed/Open depending on the table that is triggering the event. You'll want to select all of the fields that you're going to need to transfer.
Then you use a Create Record, and then drag and drop the fields from step A into the corresponding fields in Step B.
Then you use a Delete Record, and select the record from Step A(Trigger).
I hope that this helps
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John Crosland
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You will need to different Pipelines, but they will be basically mirror images of each other.
You will want to start with a On New Event Trigger, and set it up for when the status changes to Closed/Open depending on the table that is triggering the event. You'll want to select all of the fields that you're going to need to transfer.
Then you use a Create Record, and then drag and drop the fields from step A into the corresponding fields in Step B.
Then you use a Delete Record, and select the record from Step A(Trigger).
I hope that this helps
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John Crosland
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- Hi John,
Thanks for replying, I've figured out what you have mentioned so far - now the issue is the fields that have a relationship don't move with the record because I can add them to the specified field group. It only shows the add button label and not the field.
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Lorrie B
------------------------------- @Lorrie B Did you specify in the trigger record step that you will need to use those fields later on down the pipeline?
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- Hi Mark, that's the problem, the fields don't populate for me to select; only the add record button field does, but none of the related fields populate with the other field options.
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Lorrie B
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