Import YAML to create a pipeline

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Follow these steps to import an existing YAML to create a pipeline:

  1. Find/Update your user token to include the app you're accessing
    https://REALM.quickbase.com/db/main?a=GenUserTokenList

  2. Generate/Find your Channel Slug(s)
    https://REALM.pipelines.quickbase.com/settings/accounts

  3. Update the YAML code shared to use your slug(s)

  4. From the My Pipelines page, select the down arrow on the Create pipelines button:
     The My Pipelines page showing the Create pipelines button with a dropdown arrow

  5. Select Import pipeline

  6. Update the YAML code with your account slugs

  7. Paste updated YAML into the YAML window
    (Replace only blue text starting at ---, through ...)

  8. Select Import pipeline
     The Import pipeline button

  9. Pipeline populates with the steps in the YAML