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Notification Triggered by Child Record Update

  • 1.  Notification Triggered by Child Record Update

    Posted 10-22-2020 19:33
    I have a Project Log (parent) and Items Table (child). The items table has an [Approval Date] field. I would like to trigger a notification at the Project level when all Items in that project have been approved. I created look up fields, [# of Items] and [# of Approved Items].​ I want the notification to trigger when [# of Items] = [# of Approved Items] but it's not working. Any suggestions?

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    Howard Fu
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  • 2.  RE: Notification Triggered by Child Record Update

    Posted 10-22-2020 19:37
    Notification will only fire when the record is edited by hand or by an API.  Not by virtue of summary fields changing.  I suggest that you make the notification off the table of the record that  changed.  Look up those summary fields back down to the child and use them to filter the Notification.

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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: Notification Triggered by Child Record Update

    Posted 10-24-2020 18:23
    Hi Mark,

    Thanks for the suggestion. I tried this and it only works when one item is updated. When multiple Approval Dates are filled in at once, it doesn't work. Do you know what that is or a way to resolve this?

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    Howard Fu
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  • 4.  RE: Notification Triggered by Child Record Update

    Posted 10-25-2020 10:47
    So, if you were to update 10 records are you looking to send 10 Notifications?  Or 1 Notification with a link to the 10 records.

    If you want to fire 10 Notifications, try this trick.
    Set up a date time fields 
    [Date/Time to Trigger Notification]

    Set up an Automation.  Trigger on the same conditions as your Notification and have it update the field [Date/Time to Trigger Notification] with the current date / time.

    Then set up a Notification to fire when that changes. Post back and let me know if that works.

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



  • 5.  RE: Notification Triggered by Child Record Update

    Posted 10-26-2020 13:26
    Hi Mark,

    I want to fire 1 notification when all the items have been approved, whether that's 1 or 10 at a time. Sometimes, the condition is satisfied when 1 date is entered. For example 4 of 5 items have been approved previously and the last one gets approved. Now all items are approved and the notification fires. I got this to work.

    But there are situations where maybe 2 of 5 drawings have already been approved. When the last 3 drawings get approved at the same time, the approval date is entered for all 3 items at the same that. At that time, I would like the same notification to fire. In this situation, it would be fine if there's 1 notification with a link to the items or project.

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    Howard Fu
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  • 6.  RE: Notification Triggered by Child Record Update

    Posted 10-26-2020 20:46
    OK, maybe a new plan.

    How about setting up an Automation to fire when a child record Status is edited and a summary field lookup of the # of child records Approved is equal to a summary field lookup of the # of total child records.  Or if you prefer, make a formula field that calculate that and then lookup that checkbox field down the the children.

    That Automation can edit the Parent Project record and update a field called [date/ time to fire Notification that all children are approved]​ with the value in the formula field [Current date/time]  - formula is now()

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



  • 7.  RE: Notification Triggered by Child Record Update

    Posted 10-29-2020 00:56
    Hi Mark,

    Should the automation trigger be based on a change in the child or parent record?

    Also, how do I direct the automation to only edit the parent record and not all records that meet the same condition (# of child records = # of child records approved)?​

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    Howard Fu
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  • 8.  RE: Notification Triggered by Child Record Update

    Posted 10-29-2020 09:51
    The Automation needs to trigger based on the records being changed,  which in your case is the child records. The automation will update the parent. The automation can be filtered to only update where the record ID of the parent matches the related parent value in the child.

    The actual notification will fire from the parent record when the automation changes it.


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



  • 9.  RE: Notification Triggered by Child Record Update

    Posted 27 days ago
    That worked thank you again Mark!

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    Howard Fu
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