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Sending Single Record Notifications to All Child Records Related to Parent

  • 1.  Sending Single Record Notifications to All Child Records Related to Parent

    Posted 01-23-2019 22:29
    I would like to click a button on the parent record and have it send "Single Record" type notifications to all of the child records.  Would anyone know the most efficient way to do this?

    What I have tried so far was doing an automation but that could only seem to send out 15 notifications before disabling itself.  

    Appreciate any *free* help that could be provided on this, as I have tried reading through the community but have not found any detailed steps to accomplish this. 


    Thanks so much!


  • 2.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 01-23-2019 23:19
    I don't have any free help, but I can write a script for you which can do that.  It usually takes me an hour of consulting time to set that up.   QuickBaseCoach.com

    It may be possible to do with some kind of looping Automation, but I have not tried to do that myself.



  • 3.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 01-24-2019 14:44
    Understood, and to be honest I've got a lot of free help from you - reading all your highly useful posts.  So definitely don't expect to ask for more of your time.  Really appreciate all you have done in this community and you have learned a lot from you.  I am learning writing script so this looks like a good place to learn.  Thanks for giving me some assurance this isn't native to QuickBase.    


  • 4.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 02-01-2019 16:52
    But there actually now is another solution now that as of the December release we have summary text fields.

    You can make a text field equal to the value of the email address to be emailed.

    Then make a summary text combined field in the relationship.

    Then on the Project, use 25 similar formula fields to parse out the individual email addresses. Then send 1 email to all those addresses..


  • 5.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 02-01-2019 18:13
    Thank you so much!  I have every part set but a bit unsure of the last part where you mentioned to send 1 email to all those addresses.

    Any recommendation on how I'd go about doing so?  In the notifications it only allows me to send to one field which doesn't accommodate selecting 25 emails, so not sure if I'm missing something there.  


  • 6.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 02-01-2019 18:33
    Yes

    Just list them vertically

    [email1]
    [email2]
    [email3]


  • 7.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 02-01-2019 18:21
    Actually dug a bit deeper and found this from Bob Jordan "create individual email formula fields and list them within the "specific list of email addresses" field on Open notification page".  Looks like that works for far - I think.  


  • 8.  RE: Sending Single Record Notifications to All Child Records Related to Parent

    Posted 02-01-2019 18:38
    Thanks, I definitely learned something there but upon testing realized I will need to push unique field info from the child records so having it only populate the parent or from 1 email won't work.  

    I really wish the automations could handle more load or there be more flexibility with the notification system.  Spent a lot of time trying to workaround this to no avail.