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  • 1.  Pipeline triggered email notifications and permission issues

    Posted 06-13-2022 10:24
    Hello all! I'm trying to trigger an email notification that sends each of our users/employees an email just before midnight containing all of their Time Cards back to the beginning of the current payroll period. I want this to happen at a certain time, so I thought I would use a pipeline to edit a field at 11:30 pm each night and that record modification would trigger an email notification. The modified record is a parent record and the email notification should contain all child records related to that parent that meets the criteria (pertaining to the current payroll period).

    The form I'm using in the notification contains two reports displaying the child records. I'm using a lookup field from the employee record to determine which of these two reports is shown in the email.

    All of this works to an extent. Where it breaks down is that each employee should only see their own records and when my pipeline edits the records and triggers the notifications, the emails that get sent do show the correct report based on which employee is receiving the notification, but it tries to populate my own records in it, which works for me. No one but me can see them, so the notification shows for everyone else with an empty report. I'm guessing because I'm the one that technically last modified the records. But I'd like for each employee to see their own child records.

    The reports are set to show records based on cascading permissions so when each employee views the report within QB they do see their own records, that works fine.

    Not sure if my whole method is flawed, or if I just need to build a better report or a better way to trigger the notification. Any help or insight is greatly appreciated.

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    Mike Freyder
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  • 2.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-13-2022 12:32
    So this part is confusing

    Where it breaks down is that each employee should only see their own records and when my pipeline edits the records and triggers the notifications, the emails that get sent do show the correct report based on which employee is receiving the notification, but it tries to populate my own records in it, which works for me. 

    Why do you have any permissions which are based on who last modified the record?  These records should have a field for the UserID of the Employee and the permissions would be based on that field. 



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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-13-2022 14:21
    Thanks for your quick reply, Mark! I didn't clearly communicate... The permissions are not based on who last modified the record. I was just assuming that since I modified the records, Quickbase was trying to send my records to people that couldn't see them. When one of my coworkers manually edited the field that I was modifying with my pipeline, he correctly received his records in his email notification, but when my pipeline made the edit, he received the email, but containing no record info.

    My permissions are cascading permissions based on If(Current User = User(), "1", "0").

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    Mike Freyder
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  • 4.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-13-2022 19:56
    You should be able to test by manually modifying a field to trigger the email notification.  Once that is working, then have a pipeline do that same update to the record.  There will be no difference between you editing manually  or the Pipeline editing, as long as the Pipeline is doing individual record updates and not a Bulk Upsert.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 5.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-14-2022 16:06
    Thank you, Mark. When I manually edit my parent record, I successfully receive my email with the data. I'm the admin, so no surprise here.

    My coworker helping me test this manually edited the same field on his parent record and he receives his email successfully with record data in it. However, when I edit his record manually or with the pipeline, he receives the email with no record data in it.

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    Mike Freyder
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  • 6.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-14-2022 16:17
    There must be some permission thing going on.  Contact me directly by the email in my signature line and I will have a quick look with you.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 7.  RE: Pipeline triggered email notifications and permission issues

    Posted 06-14-2022 16:27
    Okay, thank you, Mark. I'll do that.

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    Mike Freyder
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