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Parent Table checkbox changed, triggers automation that updates child table for notification

  • 1.  Parent Table checkbox changed, triggers automation that updates child table for notification

    Posted 10-04-2018 20:09
    I'm currently trying to send Notifications based on individual records in a child table. The Trigger for this is when a checkbox is checked in a parent record.

    I know that there's a current limitation in not letting a lookup field to be a trigger for a Email Notification, so I started thinking outside of the box.

    I have an automation set up, which is triggered when the parent table is changed, and it will update a "system" field in the related children records.

    I then am having this system field be the trigger for a notification at the child table level.

    My question is this... with this setup, will the notification come across as a Multiple Record Version email, or as a single record email?


  • 2.  RE: Parent Table checkbox changed, triggers automation that updates child table for notification

    Posted 10-04-2018 20:30
    I tested this once out of the curiosity of that exact question, and the Automaton ran slow enough to be seen as separate updates and hence separate email Notifications. 


  • 3.  RE: Parent Table checkbox changed, triggers automation that updates child table for notification

    Posted 10-04-2018 20:48
    ... and the release notes just came out, so my answer has a best before date of October 14th! In other words, I retract my answer.



    • Starting in November, the modify records action in an Automation will now edit records in bulk instead of one at a time. This will make your automations significantly more efficient and prevent some �rate threshold limit� errors from happening when you have an automation that triggers another automation. Note: If you are using a modify action to trigger email notifications with a custom message, you should make sure the notification is set up to properly use the multiple record version of the email notification. More about setting up multiple record notifications.
    https://www.quickbase.com/blog/october-2018-release-notes">https://www.quickbase.com/blog/october-2018-release-notes">https://www.quickbase.com/blog/october-2018-release-notes


  • 4.  RE: Parent Table checkbox changed, triggers automation that updates child table for notification

    Posted 10-04-2018 21:11
    I have not tested this or done something similar. However, I concur with Mark's 2nd comment that it will be a "multi-record" operation, but for a slightly different reason.

    The "starting in November" release-note really does not directly answer your question. It seems to imply, however, that an automations with an action step that modifies more than one record will be processed like a "multi-record" operation. Possibly, the internal implementation is similar to doing a grid-edit on multiple records and saving them as a batch (not one by one). If so, then the internal implementation for your follow-up email-notification would be the same as if you had done a batch grid-edit or a csv-import, i.e., a multi-record email.

    As a precaution, you might use the same email template for both single-record and multi-record scenarios, if you can craft the text of the email appropriately to fit both scenarios.