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Emailing a Report Each Day to Non-Users via Button or Checkbox

  • 1.  Emailing a Report Each Day to Non-Users via Button or Checkbox

    Posted 01-30-2019 11:59
    Here's my scenario. I have a Claims Analyst table and a Claims Audits table. Analysts, (non-users) complete paperwork each day. This paperwork is then audited by Auditors in the Claims Audits table.These Analysts then need to receive a report of their previous day's audit scores. I'd like to have a button that would send out these reports to the related Analyst's email address instead of using the Email option in the upper right corner of the report page. 

    I saw this previous post and was curious if it would apply here? Mark? 
    https://community.quickbase.com/quickbase/topics/create-a-button-that-will-trigger-email-notificatio...

    This is their ideal situation..

    Each day, the auditor, or claims manager would be able to come in and open a report showing the previous day?s audits, and go down the line and press a button to send out the Analyst report to each individual analyst. They would go down the list as if they were line items and select the button on each audit, which would generate an email.

    Is this possible??

    Thanks! 



  • 2.  RE: Emailing a Report Each Day to Non-Users via Button or Checkbox

    Posted 01-30-2019 12:14
    Here is some code, not tested, to toggle a checkbox which in turn can be used to Trigger and email of Type OPEN.

    So each morning you receive your subscription reports and mindlessly click the button on each record until the report is empty

    But if you want to click just one button to have all records toggled slowly enough to trigger separate email notifications, you will need to contact me directly to have a script put in place. The script runs at a rate of about 3 per second.

    var bool NewToggle= not [Toggle checkbox to trigger email];

    var text URL =URLRoot() & "db/" & Dbid () & "?act=API_EditRecord&rid=" & [Record ID#]
    & "&_fid_12=" & $NewToggle // jiggle the toggle checkbox field
    & "&_fid_13=" & totext(Today()); // capture date emailed to filter off report

    "javascript:" &
    "$.get('" &
    $URL &
    "',function(){" &
    "location.reload(true);" &
    "});"
    & "void(0);