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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