Lets add these crews automatically

The goal is to add a crew for each Active Foreman

Create a Pipeline Use "Record Created" Trigger

For this Quick Base Pipeline, we'll create a separate User token

First, lets enter the Quick Base realm

Next you'll need your User token which has permission to add records

Manage user tokens can be found in My Preferences page

Name your Token and assign it to the App

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Contact us now to discuss setting up this application in your Quickbase.
Copy and paste the Token into the Pipeline connection

Select the Table you want to trigger the next steps

Specify fields you'll need in the next steps

For this example we'll need Active Foreman (Status & Classification)

Here we can specify the conditions required to proceed

Without this Query, every new record would create a Crew

Classification is Foreman And Status is Active

Now we can add the next step, Create Record Action

Create Crew record and pass the Record ID of step 1 into Related Foreman

Duplicate the Quick Base Pipeline and modify one for Record Update, if required

Updating the record will also create a crew (lets try it)

We'll watch this pipeline run and test it to make sure it works as expected

Here we see the process and details

Works!

Have fun!

Watch the YouTube video to see each and every step.
If this walk-through has helped you use Quick Base Pipelines to automate adding records, let us know in the comments section below!
Thanks!
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6 Comments
Herchell
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