Beta This is a beta feature, which means we’re still developing it. Some functionality might change.
Here's the streamlined process for setting up pipeline steps. We've eliminated the draggable components and concentrated the experience within the step container. Now, you can use the enhanced search box to quickly find your desired step from all available channels.
Additionally, we've introduced a user-friendly "pills" design for selecting fields. Check it out:
Configure a step with the new style
- In the Add a step box, choose the search box to locate the desired step. You can also scroll down and navigate through the list of available channels.
Next, select the channel. In this example, we use the Quickbase channel. - Once you've chosen the channel, you can navigate across the tabs for different step types or scroll them all.
- Once you've picked a step type, you'll see the step details pop up if you are connected to this channel. For an in-depth understanding of channel connectivity see How to connect to a channel.
You can select the app and the table in the dropdown: - With the table selection, you can now find and select all the fields inside that table to interact with its data later in your pipeline.
- You can use the code icon to turn the input field into a code editor for more advanced interactions using expressions.
- Use filters to limit the results returned in a step for more precise results.
- If you need to refer to a previous step in the pipeline in order to use its data, you can see in the dropdown the exact order in which your steps appear in the pipeline.
- Select the step in the dropdown and you will see the fields and the data.
- As you can see, the selection is as follows: