Quick Base provides three methods to help automate workflow processes in your app:
Automations and QB Actions only work within the confines of Quick Base and have similar functionality, but as you saw listed above, Automations can support more operations compared to QB Actions. Webhooks, are generally used when you need to connect your Quick Base app to a third-party system and is a way for people with API experience to automatically send an HTTP message to a pre-defined endpoint.
More About Automations
Each automation has one trigger and there are two types of triggers:
You can choose when to run your automation based upon when data is added, modified, or deleted or you can choose a daily, weekly, or monthly schedule.
An automation can include multiple actions that occur in a specific order. Your trigger sets these actions in motion. An action can add, modify, or delete a record or even run a table-to-table import that you previously created.
For example, lets say you you are a project manager and you have a table in your app called, Projects Table - that keeps tab of all past, current, and future projects. Your trigger might be whenever a team member adds a new project in the Projects Table and your actions within your automations could be adding several default tasks to a Task Table.
Creating or Editing an Automation
Follow the steps below to add an automation:
Copying An Automation
If you want to create a new automation that may use similar triggers or actions, you can easily duplicate an automation by selecting the Copy icon in the Automation List page to create a copy. The copied automation will appear above in the list. Select the copy automation or any automation from the list to rename or edit the automation.
The Automation List page
The Automation List page displays all the automation in your app. Listed below, you can:
To see articles on how automations can be applied in Quick Base, click here: Knowledge Base
Author: Alex Skudrovskis (firstname.lastname@example.org)
Date Submitted: 4/04/19