Using Pipelines instead of Copy Master Detail
Has anyone used pipelines instead of the Copy Master Detail feature to automate the process? Would like to use a trigger rather than requiring users to press a button. Thanks!! ----------------...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendWell, you can call any Webhook, so you can call a QuickBase API
The webhook setrup would look like this
Webhook.
Make Request
a bunch of the top fields are left blank
URL of the target table like this
https://yqc.quickbase.com/db/xxxxx
Method
POST
(more)
Content Type
Application/XML
(strangely, the Body is entered next but when saved comes back in the sequence below)
Headers (list)
Name
QUICKBASE-ACTION
Value
API_CopyMasterDetail
Body
<qdbapi>
<destrid>0</destrid>
<sourcerid>1</sourcerid>
<copyfid>6</copyfid>
</qdbapi>
note that you will need to replace the source Record ID# of 1 with the [Record ID#] field of the trigger record from step A.
The aAPI paramers are here
https://help.quickbase.com/api-guide/API_CopyMasterDetail.html
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
The webhook setrup would look like this
Webhook.
Make Request
a bunch of the top fields are left blank
URL of the target table like this
https://yqc.quickbase.com/db/xxxxx
Method
POST
(more)
Content Type
Application/XML
(strangely, the Body is entered next but when saved comes back in the sequence below)
Headers (list)
Name
QUICKBASE-ACTION
Value
API_CopyMasterDetail
Body
<qdbapi>
<destrid>0</destrid>
<sourcerid>1</sourcerid>
<copyfid>6</copyfid>
</qdbapi>
note that you will need to replace the source Record ID# of 1 with the [Record ID#] field of the trigger record from step A.
The aAPI paramers are here
https://help.quickbase.com/api-guide/API_CopyMasterDetail.html
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Thank you! Will review this video: Using Pipelines with Quick Base APIs https://university.quickbase.com/empower-2020/546088
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Christine White
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Christine White
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- MarkShnier__YouThx fo that link. In the video he is using a different type of API called RESTFul APIs.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Also found this workaround:
https://university.quickbase.com/getting-started-with-pipelines/512664
Create a template table and use to populate live table with pipelines
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Christine White
------------------------------- MarkShnier__YouI did not take the time to try to watch that video but if you were simply trying to copy records from one table into another then yes you can do that with a simple pipeline.
But copy master detail is much more powerful. It will copy children in from many child tables into a new project for example and also would be able to copy grandchildren and great grandchildren infinitely down the line into a new project.
So maybe Copy Master Detail was overkill for your current needs.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------