CRM & Sales
CRM Starter - Legacy
This is a companion app to the Quick Base Junkie Intro to Jinja for Pipelines course.
This is a companion app to the Quick Base Junkie Intro to Jinja for Pipelines course. Through the lessons in this course you will learn how to use the Jinja programing language to write formulas (and more) in your Pipelines.
With Jinja you can:
- Perform math by adding, subtracting, dividing, or multiplying values.
- Manipulate text by extracting the part you need or combining it with other fields or text strings.
- Modify text through the use of functions like replace, capitalize, and format.
- Create Boolean expressions that result in true or false for use in queries and conditional branches.
- Mimic Quickbase functions like "Case" and "If" to create conditionalized results.
- Wrangle pesky date/time fields using time zone, time delta, and other time-based functions.
- Aggregate values from a search/query step creating counts, sums, and lists. THIS IS A HUGE ADVANTAGE TO USING JINJA
But that's not all you can to with Jinja!
- Access the prior value for a changed field
- Set your own variables right in the Pipeline
- Clear values in your fields
- Add notes to your Pipeline steps
- Set default values when results are null
Learn more about the Intro to Jinja for Pipelines from Quick Base Junkie
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