Use Quick Base Pipelines to automate adding records

Lets add these crews automatically

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The goal is to add a crew for each Active Foreman

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Create a Pipeline Use "Record Created" Trigger

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

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First, lets enter the Quick Base realm

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

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Manage user tokens can be found in My Preferences page

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Name your Token and assign it to the App

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Copy and paste the Token into the Pipeline connection

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Select the Table you want to trigger the next steps

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Specify fields you'll need in the next steps

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

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Here we can specify the conditions required to proceed

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Without this Query, every new record would create a Crew

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Classification is Foreman And Status is Active

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Now we can add the next step, Create Record Action

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

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

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

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

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Here we see the process and details

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Works!

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Have fun!

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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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