Access the step-by-step instructions: https://quickbasejunkie.com/pipelinescsv
If you're not yet using Pipelines... you'll want to be after this video!
Quick Base recently launched a brand new automation functionality called Pipelines.
Watch as I demonstrate how to build & schedule a Quick Base pipeline workflow that:
💥 Searches for filtered record data on a Quick Base table
💥 Populates the results of the search as rows in a .csv file
💥 Downloads the .csv file as a URL
💥 Stores the URL to the .csv file in a Quick Base table
💥 Emails a link to the .csv file for use outside of Quick Base
In this training, I walk you through the basic steps for creating this pipeline.
For the full Pipeline exercise, visit https://quickbasejunkie.com/pipelinescsv
Pipeline Exercise Overview:
0:20 How to tell if you have access to Pipelines
0:27 Details on the App from the App Exchange
0:50 Overview of the step-by-step written instructions
1:22 How to create a Pipeline from the dashboard
1:41 How to Define a Bucket Table
3:45 How to Search (or Query) Quick Base Records
5:22 How to Add a Row to a Bucket Table
7:14 How to Download Bucket Table CSV file
7:47 First Test Run of the Pipeline
9:23 How to Create a Record in Quick Base with a Pipeline
11:40 How to set up a Notification for the .csv URL
12:17 Second Test Run of the Pipeline
12:58 Test Run Verification
14:02 How to Schedule a Pipeline
14:53 Schedule Trigger Verification
15:28 Grab the step-by-step written instructions
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