Qrew LegendI would set up a template table list of all the possible Workshop sessions, each course tagged with the series that they they belong to.
Then I would trigger a pipeline when a workshop child record is created for an attendee and where the number of Workshop for that attendee is 1. In other words we only want to trigger when the attendee registers for their very first workshop.
I would search the standard table of workshops looking for records from the same series as the trigger record but where the workshop is not the one that the attendee just registered for.
Then a For Each Loop create child workshop sessions for that attendee being sure to connect the attendee workshop records with the attendee from the trigger record so they don't end up being orphans and then populating the workshop name and I guess the Series value.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thank you Mark! I'm relieved that I was on the right track with how to set up the different tables. I'm hoping to puzzle this out today; I had everything up to the 'Search' step.
I have a parent table for standardized workshops
A child table where I have the workshops set by schedule with their individual sessions set up and created a check box to mark which 'session' is the 1st one that we register for.
My Pipeline is set to trigger when we register a guest for the first session in a workshop series.
I think I even set up the search correctly, but then wasn't sure how to take the next step 'For Each Loop' create child workshop sessions for the attendee.
I'm hoping to puzzle this out this afternoon - and will likely come back with more questions. :)
Thank you as always for your guidance!
Take care,
Jen
Qrew LegendOk, when you come back with questions or else even now can you say what your relevant tables and their relationships, like which is the One and which is the Many.
Hi Mark,
Well - yay - I got it to work... a little too well... How do I end the 'loop'? It just kept creating new records. I can't seem to get the option to 'Stop Pipeline' to come up as an option for any of the steps.
You asked me to explain my table hierarchy/relationships.
PARENT TABLE 1: Workshops (Here is the name of the workshop and the 'schedule' such as Tuesdays/Thursdays 12-1pm) is parent table to >>
PARENT TABLE 2: Session Name (A simple list of the different individual sessions or topics for each workshop, not scheduled, just the names) - There can be many Workshops with these sessions.
PARENT TABLE 3: Facilitator Names (staff names) who lead the workshops. - There are many Workshops for each facilitator.
CHILD TABLE - ** Workshop Sessions (this is the breakdown of the individual sessions for each workshop), there is a Workshop Series ID, these are scheduled. The 1st Session of each series is marked with a checkbox as the 'start' of the series. For each Workshop there are many sessions.
So for example: Workshop A has 2 Sessions, and 1 Facilitator, occurring on Tuesdays at noon in August, August 1st and 7th.
Workshop B has 2 Sessions and 1 Facilitator, Occurring on Wednesdays at 6pm.
Workshop C has 4 Sessions and 1 Facilitator, Occurring on Tuesdays at 9am.
These will repeat each month - so a new Workshop Series is then scheduled each month.
Finally - we have the Child-Child Table - this is the actual registration table.
Staff complete a form to register a family for a workshop.
They tick the box 'Register for the series'.
on 'Save and Submit' the Pipeline is then triggered to create additional records in the registration table for the remaining 'Sessions' of the Workshop Series.
However - I can't figure out how to tell the Pipeline when to stop.
In the screenshot below, you can see I've tried to create a condition that says "IF the Workshop Series ID equals A and B; AND IF the Session Name equals in A and B...
Then I want it to STOP.
but the option to STOP does not come up. Why?
Hi Folks,
Just thought I'd try again - does anyone know why the option to 'Stop' the Pipeline isn't appearing for me? I assume it's something really minor, that I've just missed a step somewhere, but I'm not seeing it.
Thanks, in advance for any guidance!
