There are multiple ways to manage pipelines and gain visibility into pipelines actions in a realm. What you can access depends on your role in Quickbase:
- Pipeline owners can review the run history of their pipelines.
- Realm and account admins can ensure that business policies are enforced by choosing the specific integration channels that will be available for their realm. Admins by default have access to pipelines, even when they choose to control access to pipelines for other users.
- Account admins can manage permissions that users have access to in pipelines.
- Realm admins can oversee the governance of pipelines in a realm.
Learn more about the actions each of these roles can take in this article.
In this article
View pipeline history
Role needed: pipeline owner
Visit the My Pipelines page to review a detailed history of your pipelines that have run. You can also filter the log history to quickly investigate usage patterns or troubleshoot configuration challenges.
Manage channels available in pipelines
Role needed: account admin or realm admin
To view a list of all available channels:
- In the global navigation menu, select Pipelines.
- Select Channels.
This opens a list of all available channels.
To manage which channels are available in Pipelines from the Admin Console:
- On the My Apps tab, select {Company Name} Admin in the upper right, and then select Manage the realm. This opens the Admin Console.
- In the Admin Console, select the Pipelines in the menu.
- From the Pipelines section of the Admin Console, the realm or account admin can turn access to channels on or off.
Note: If a channel is turned off, any pipeline using that channel will be given a limited time to complete before being canceled.
Manage user permissions in pipelines
Role needed: account admin
To manage the permissions that users have in pipelines from the Admin Console:
- On the My Apps page, select {Company Name} Admin in the upper right and then select Manage the realm. This opens the Admin Console.
- In the Admin Console, select Permissions in the menu.
Learn more about the options available on the Permissions page in the Managing who can build pipelines article.
View pipelines in your realm
Role needed: realm admin
Select the Realm pipelines toggle on the My Pipelines page to see a list of all pipelines in your realm. You can use this list to view pipelines details, and govern activity related to pipelines. To learn more, read the Realm Admin View of Pipelines article.
Create a connected table
Role needed: realm admin
Connected tables allow you to access data about your realm’s pipelines and gain better visibility into who is using the data. To learn how to create a connected table, read the Connecting to Quickbase Admin Console article.
Switch users
Role needed: realm admin
The Switch to user feature lets you view and edit pipelines created by a specific user. To learn more, read the Switch User article.