Discussions

Expand all | Collapse all

Trigger Quick Base Action to fire without open/edit/save record?

  • 1.  Trigger Quick Base Action to fire without open/edit/save record?

    Posted 12-20-2017 23:27
    Hello, is there a way to cause Quick Base Actions to fire without opening, editing and saving a "parent" record?  I am using actions to relate unrelated data, and I'd like the Actions to fire periodically, without my interaction.  

    Right now, I use a checkbox field called "Force Update" to trigger the Action, i.e., do a "search/replace" on my checkbox field, changing all values from true to false, or visa versa, which triggers the Action.  The problem with this is that I don't always know when it's time to trigger the Action.  I've played around using Date/Time fields and some other things that "change" but it doesn't seem to fire the Action. 

    I've been working top down, though I guess I could investigate the possibility of using a reporting relationship to trigger an action in the other direction.  I'll look at that. 

    In the meantime, any thoughts?   Thanks! 

    Rick


  • 2.  RE: Trigger Quick Base Action to fire without open/edit/save record?

    Posted 12-20-2017 23:46
    Webhooks, Actions and email notifications are all the same in how they fire. The record has to be changed.

    Definitely look at moving t(e Action to the child Record.


  • 3.  RE: Trigger Quick Base Action to fire without open/edit/save record?

    Posted 12-20-2017 23:56
    Roger that.  There's a reason I set it up like that, for the life of me I don't remember, though I'll look at moving the action to the child.  I know this sounds silly, but I could have the child action check/uncheck my "Force Update" field which would then trigger my existing actions.  I'll first see if I can clean it up and go one-way.  Thanks.  


  • 4.  RE: Trigger Quick Base Action to fire without open/edit/save record?

    Posted 12-21-2017 00:23
    I added an action to one of the Child tables, and setup a reporting link expressly for the purpose of the Action.  Then I added a Time stamp formula field to the child (using Now()) and a date/time field to the parent. 

    When a child record is added/modified, the action writes the time stamp from the Child to the date/time field on the parent, which then triggers my existing actions to go back the other way.

    All these values are being used for security & controlling which users see which records, so I'm hesitant to change it.  That said, the "out-and-back" method or "Double Action" method is working, so it's great for now.  Thanks for letting me think aloud.  Rick. 


  • 5.  RE: Trigger Quick Base Action to fire without open/edit/save record?

    Posted 12-21-2017 00:25
    Yes, you can some some cool things with actions which cascade.