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Automations

  • 1.  Automations

    Posted 02-06-2020 17:18
    ​Hello,

    I am in desperate need of some assistance with creating what I'm sure would be a very simple automation, but seems beyond me. I am trying to get our training database to automatically load employees who need a certification when I assign that certification to a job role. We have an automation that loads all the certifications for a Job Code into an employee's record when the employee's Job Code is added or changed, but I can't seem to amend it to work when a job role is added to a certification. It is frustrating for management to the point they are looking at alternative tools, but I think this can work if I can get some help! Thank you in advance!

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    Nathan Judson
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  • 2.  RE: Automations

    Posted 02-06-2020 17:42
    This is definitely possible. If nobody beat me to it I will post back when I get some time.

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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: Automations

    Posted 02-06-2020 17:44
    That will be outstanding! Only here for another 45 minutes today, but will be in at 7AM (Pacific Time Zone) tomorrow.
    Thank you so much!​

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    Nathan Judson
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  • 4.  RE: Automations

    Posted 02-06-2020 18:51
    Actually in re-reading the post, I think that this would probably take an hour or so of consulting time to get this working because I would have to see the relationship diagram to understand all the relationships and which fields need to be populated.


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Automations

    Posted 02-07-2020 13:33
    Okay, so how can we get support? We would really like for something seemingly this simple to be ​addressed without too much fuss or expense. What happens next?

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    Nathan Judson
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  • 6.  RE: Automations

    Posted 02-07-2020 14:41
    Nathan, if you like you can contact me via the email on this thread or by my website address QuickBaseCoach.com
    Mark Shnier
    mark.shnier@gmail.com

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------