QB Pipeline Certification
Which one of the following statements best describes how to test a scheduled pipeline?
Click "Run Pipeline" in the Pipeline Designer
Data Lists
- 0th indexed - {{listA[0].id}} = 1st record ID
Pipelines
- drag and drop visual interface for automated workflow - powerful and scalable engine to execute workflows, fetch data, and move data between systems - integration channels with prebuilt connections
Bulk Record Benefits
- handles large number of records well - inc pipeline efficiency - dec calls on the app - automatically refreshes the triggering record's page in app - loads child records without having to refresh
Common Bulk Record Errors
- no upload bc "Commit Upsert" is improperly placed - "Commit Upsert" occurs for every record bc it is in the loop
In a previous step, Suzi has a temporary table. She has searched for records and needs to get those records into the table. What action does she need to populate the rows of the table?
Add a Row
When using Bulk Record sets in your pipeline, where should the Commit Upsert action appear in the pipeline?
After and Outside of the For Each Loop
When you use the "Search Records" query from the QB channel in a step, which fields from the table do you need to select?
Any fields needed in a later step
Which one of the following things can you do when using the linking and fetching functionality in pipelines?
Create bi-directional syncing between apps and systems
You configured a step in a pipeline using the "Search Records" query. The pipeline inserted a "For Each" statement with a "Do" branch. In the "Do" branch, you added a QB "Create Record" action. What does the pipeline do for each record returned from the query?
Creates a record
Errors
Data Type Scoping Errors Transient Errors Remote Errors
When using the Bucket channel to move data between apps and systems, what actions do you need to take?
Define a table, add rows to the table, and download a CSV file
What does the account admin need to do in the Admin Console to give a user access to pipelines?
Either give all users access or assign access to individual users
When creating a new pipeline, what is one way you can help differentiate this pipeline from another pipeline?
Enter a descriptive name
Sam would like to automate a process in his Employee Training app where he adds new courses to an employee's record when the record is added or updated. The courses should only be added when the employee is marked as a manager by checking the IsManager field. Which one of the following statements describes how he can do this with the "On New Event" trigger?
He can configure the "On New Event" trigger by using a condition to check if the IsManager field is equal to "Yes"
Which one of the following statements describes a conditional statement in a pipeline?
If the condition is met, the pipeline follows the Then Branch
What does the Header Row field in the "Import with CSV" action do?
Indicates the order of the columns in the file for mapping to fields in the target table
Simeon is building a pipeline to create a new QB record if it doesn't already exist. In Step C, he has added a Search Records query that includes a condition to check for a unique field's value. What does Simeon need to do next in the pipeline to added the new record if it doesn't exist?
Insert a condition that checks if the list from Step C is empty. In the THEN block, add a Create Record step
Which of the following statements describes a scheduled pipeline?
It runs on the schedule you configured for the pipeline
How do you access Pipelines in QB?
Log in to your QB account and click the "Pipeline" tab
Peter is a doctor. He has a table in a QB app with a list of his current patients. He keeps records of their names, ages, and the last time they visited him. He wants to extract the information with a Search Records query in his pipeline. In what order is the data loaded by the For Each loop that follows the step
Most of the time in no particular order
Which of the combinations of events works with the "On New Event Trigger"?
On Modify Record & On Delete Record
Which of the following is NOT an event that triggers the "On New Event" trigger?
On Search Record
If you enter both a search term and a filter when looking for a specific pipeline, what pipelines will be returned?
Pipelines that contain both the search word in the name and any tags or channels selected
In the exercises, you helped Sam build a pipeline that uses actions from the Bulk Record Sets to add template tasks to a project when he creates a new project. What is the correct order of steps in the pipeline, after the Record Created trigger, to use Bulk Record Sets to add template tasks to his project?
Prepare Bulk Record Upsert Search Records In the For Each Do Branch, add a Bulk Upsert Row Commit Upsert, outside of loop
What does the user token do in a pipeline?
Provides access to tables in any app associated with the token
404 Not Found
Requested entity is not present in remote system - URL is incorrect or resource is missing
In Chantelle's Contacts table, she had an Address field, but the file broke the address out into different parts (city code and postal code). What did she need to do to map the city column from the file to the Address field in the table?
She mapped the city column to the correct city part of the Address object using Address >> City
Which of the following deliminiters is NOT a valid one to use in a CSV file for importing using the "Import with CSV action?
Space - tab, semicolon, and comma are valid
If you have many pipelines, what is one thing you can add to each pipeline's details to make the pipeline you are looking for easier to find?
Tags
What are the 2 filters you can use to find the pipeline you are looking for in the "My Pipelines" page?
Tags & Channels
Sam's pipelines trigger when a new project is created in the Projects table. It then searches through the Task templates table, and creates tasks in the Tasks table for each template found. When configuring the "Prepare Bulk Record Upsert" action in the pipeline, which table does Sam need to select?
Tasks table
What does the "Add a Bulk Row" action do in a pipeline?
Temporarily stores each record returned from the search
Which one of the following statements describes the included channels?
The QB channel is an example of an included channel
Margaret built a pipeline that triggers when a record is created in a QB app. The pipeline contains an IF block with a condition and THEN and ELSE blocks. The pipeline ends with a "Delete Record" step outside of the condition. The pipeline gets triggered, the IF block executes properly, and the condition evaluates to TRUE. What happens next in the pipeline?
The THEN block is executed first and then the Delete Record step
Which one statement describes the call definition when using the "Callable Pipelines" channel?
The call definition must be unique and must match in both the calling pipeline and the called pipeline
In which example can you use the "On New Event Trigger" instead of having to build multiple pipelines?
The criteria for the trigger is the same for 1+ QB event
When creating records in a child table using the "Create Record" action from the QB channel, which fields do you need to map to connect the child record to the parent record?
The parent table's Record ID to the child table's reference field
Johan is building a pipeline starting with the On New Event QB trigger. The pipeline will trigger on record's events - add or modify. In step C, Johan wants to update the record from Step A. What happens when the pipeline runs?
The pipeline can go in an infinite loop depending on the data which Step C uses to update the record
500 External Service Unknown Error
There are unknown errors - consult the support for external services
Commit Upsert
This action is added to the pipeline after the loop and outside of it. The action takes the temporarily stored records from "Add a Bulk Import Row" and moves them to the QB app table specified
Add Bulk Upsert Row
This action is added to the pipeline within the "For Each" loop. The records are temporarily stored for the next step
How can you use jinja expressions in your pipeline?
Transform data between systems
429 Rate Limited/Transient Error
Transient error covered earlier - use the Bucket channel or the QB's Bulk Record Sets options
Dessie wants to receive a message in Microsoft Teams whenever a record in a QB table gets created. What type of step will she need to do this when a new QB record is created?
Trigger
Which one of the following lists contains the valid options in a channel?
Trigger, Query, Action
How do you enable a channel for use in the Pipeline Builder?
Turn on the channel on the Pipelines menu of the Admin Console
Which of the following actions can you NOT do in the "My Pipelines" page?
Update a pipeline's ID
When fetching a linked record in your pipeline, what do you need to do in your pipeline to prevent errors?
Use a conditional statement to test if a linked record exists before updating the linked record
403 Authorization
You are not authorized - check tokens, passwords, user permissions
When you insert a condition in your pipeline, what options do you have for configuring the condition?
You can add more than one condition using the AND/OR options
Which of the following statements describes importing CSV files into QB apps?
You can find the CSV file to import in different file management channels
Which of the following statements describe the QB channel's "On New Event" trigger?
You can specify fields for subsequent events, trigger on specific fields, and add conditions to the trigger step
Which of the following statement describes Bulk Record Sets actions?
You can use them with any "For Each Loop" that searches records from the QB channel
{{a.content_url}}
downloads a file locally if the file is shared and with the respective permissions for download
Which one of the following statements best describes the format for the CSV file?
it can optionally include the column names in the first row
400 Bad Request
made a syntax error in request - check the structure (jsonlint.com)
{{a.browser_url}}
preview file in a browser, points to the original URL of the file/attachement - authentication required
{{a.file_transfer_handle}}
the file URL used for internal transfer of file content across different steps, different channels in Pipelines. This URL has no meaning outside of the pipeline's execution context
Prepare Bulk Record Upsert
this action is added to the pipeline before you search for records and enter a loop. It prepares the pipeline for handling records in bulk
When considering whether to use the Callable Pipelines channel in your pipelines, which factor provides the strongest reason to do so?
you have many repeatable steps needed in 2+ pipelines - especially update or frequently used pipelines
Log Jinja
{{a.$prev.name}} - this will record the original value when it gets updated
You have a "Closing Date" field in Step C of your pipeline and have dragged the Date field from Step A, so that it appears as {{a.date}} in the input field. How would you use a jinja expression to transform that date the following format; yyyy-mm-dd?
{{a.date|date_ymd}}
Elena wants to use jinja to add the current time to a field in a pipeline that will use a "." as the separator, so that the date appears in the format "2021.12.30". What jinja expression does she use in the date's input field to achieve this?
{{time.now|date_ymd(".")}}
