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Dynamically filter notification report

  • 1.  Dynamically filter notification report

    Posted 06-12-2020 13:15
    Is it possible to dynamically filter the reports sent in a notification email?

    The use case in question, each service owner gets a notification each day of the upcoming work.  The notification contains a report of the data relevant to them.  One of the service owners wants a report for each customer rather than an aggregate of all customers.  

    Is this possible?

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    Paul Peterson
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  • 2.  RE: Dynamically filter notification report

    Posted 06-12-2020 13:17
    Are you saying that if the report has 10 records this user wants to receive 10 emails?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Dynamically filter notification report

    Posted 06-12-2020 13:40
    No, I'm saying if there are 10 different customers in the report then I would want 10 emails.

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    Paul Peterson
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  • 4.  RE: Dynamically filter notification report

    Posted 06-12-2020 21:50
    Edited by Mark Shnier (YQC) 30 days ago
    This actually can be done in two ways.
    One way is to set up a pipeline to Search for those records and then "For Each" walk down those records and copy the value of the current date and time which would be a formula field into a date time field and that would trigger the email. That is the most straightforward way but it is somewhat wasteful of the step runs in a pipeline.
    There is another technique I discovered which could be done with one pipeline from a scheduled pipeline so only using up one step room per day, and there is a technique to run a saved table to table import of the records into themselves for the records that need to be emailed out. That mass update would trigger an automation which would actually update a different  time field which will trigger the actual email notification.
    The strange but convenient behaviour of the sequence of steps, (a mass import triggering an automation) is that if you hit 100 records all at once with a saved table to table import those hundred records will queue up nicely and be executed one by one in an automation. The automation will run at the rate of about one per second which will be plenty slow enough to trigger individual email notifications as opposed to the Multiple Record Notification which is most often not useful.
    Some readers of this forum will see this post and "get" the importance of this discovery and go holy crap, I did not know that.  



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Dynamically filter notification report

    Posted 30 days ago
    Mark,

    Thank you for your suggestion!  And this approach may very well solve another problem too!

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    Paul Peterson
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