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  • 1.  Email Report To a Non-QuickBase User

    Posted 05-17-2021 16:37

    Hi, 

    Is there a way to generate an automated (daily) email to a non-quickbase user? 

    I have a table with the following: 
    Client  (Linked to a parent record) 
    Date
    Pledge For: (Rent, Utility) 
    Amount: 
    Date Paid: 

    My hope was to generate a report out daily (if there is data in the table for the client) that is a summary of all transactions for that day. 

    Example: 
    If we have the following entries in a table: 

    On 4/1/21 a report would generate out automatically to the client containing the below info that was associated with their record. 

    Date          Pledge For            Amount         Date Paid
    4/1/21        Rent                       $250.00         4/15/21
    4/1/21        Electric                  $75.00           4/15/21



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    Neal Neal
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  • 2.  RE: Email Report To a Non-QuickBase User

    Posted 05-17-2021 20:22
    Thus can be done by making a form on the customer record to be used for email notifications to the customer, and then setting say a date / time field that when changed will trigger the email Notification.

    The Customer record will need to have a summary field so it knows if there are child records showing on the form.

    You would need to set up a pipeline to be scheduled to run early in the morning and it would search for those customers who need an email sent and update the date time field to the current date and time that's triggering the email notifications.  

    If you have not worked with pipelines before you might need some help getting that all in place.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    mark.shnier@gmail.com
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