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  • 1.  Table e‑mail notification not sending e-mail

    Posted 24 days ago
    I have an e‑mail notification that I can't get to work and I after a lot of testing and searching I am still unable to figure out why it isn't working.

    I have a "Projects" table. 
    One of the fields is "Approvers" which is a lookup to a "Project Approvers" table.  I had earlier tried using a user-type field, but had the same issues.  The Project Approvers table uses a single-select user field as the key field.

    Other notifications DO work. 

    The notification owner has access to the application and table (it has an admin role and access to everything)

    The e‑mail notification settings are:

    Permission type: Recipient  (I also test with open pulling from the e‑mail lookup field of the Approver table, either way, doesn't work). 

    Notification Name: Send Approval Request
    Notify Whom: The user in the field: Related Project Approver
    Notify When: a Project is modified or added AND when
    • Any of the following fields change: Related Project Approver
    Message Type: Custom message
    Subject: Request to approve project: [Project Reference]
    Custom Message: I inserted the Action Link Example and changed the button to [Project Approver Accept Button], which is a button on the form that logs the approval in text field.
    Data Form: Default
    Message Format: HTML
    When field is blank, insert the word "empty": Yes
    Advanced:
    Operations: Only when single mission records change  (I also tested with "For either type of change" but it made no difference)
    From address: The user listed in the field "Requesting staff member".  (I also tested with notify@quickbase.com, but it made no difference.

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    Paul Easton
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  • 2.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    If you look at the list of notifications, is the green checkbox enabled? Is the notification active?

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    Yes. Under the tables Settings/Notifications, subscriptions & reminders it is listed, has a green check in the "Active" column, the user listed under "Owner" is in the admin role with full access to the app and table.  Nothing is in red.

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    Paul Easton
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  • 4.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    It's very rare but I have seen these things fail. You could try rebuilding the notification from scratch. If that does not fix the problem then either QuickBase support will have to have a look at it or if you want I don't mind having a look at it. If you want that contact me directly by the email in my signature line.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    Thanks. I've tried rebuilding from scratch. I'll reach out the QB support. Will report back when I have a solution.

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    Paul Easton
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  • 6.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    Okay, I figured out where the issue is. In the subject line, I have a field reference:

    [Project Reference]

    E.g., subject = "Request to approve project: [Project Reference]"

    When I remove the field reference, it works. 

    The field referenced is a formula text field that concatenates several other fields. It also, and this is what I'm sure is causing the issue, contains some HTML.  When I click preview in the rule edit form, the subject shows as:

    Request to approve project: <div style="text-align: left">COMPANY-TestChanged 1958-06-16 to 1958-06-16 TestChanged</div>

    The field reference works in the body of the e‑mail but not the subject line.  But the body supports HTML, the subject line obviously does not.

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    Paul Easton
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  • 7.  RE: Table e‑mail notification not sending e-mail

    Posted 24 days ago
    Crazy, thx for sharing!

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 8.  RE: Table e‑mail notification not sending e-mail

    Posted 19 days ago
    Edited by Tracy Whitney 19 days ago
    When you said your notification wasn't working, which aspect of it wasn't working? Did you mean it wasn't sending the notification at all?

    I have an issue where I have a table called Production Tasks and when the task is changed to Pending Review, a new record is added in the Legal Review table. A notification is then triggered to the Legal Review team to let them know a new review has been added. I have my settings so that the Production Editor (user) is the "From" Address on the notification. Yet every time, I receive a notice that the notification was sent out in my name:

    Quickbase sent the following email out in your name because the user who is listed in the field for the From Address (Task - Team Member - User) in Legal Review #445 is not allowed to access the table: Legal Reviews.

    The Production role has full access to the Legal Review table and is able to add new records. There are only 3 fields they don't have access to which are URL Formula Buttons just for Legal team members. The table itself is hidden in their table bar but I don't see why that would matter. 

    I checked my subject line for any formula fields, but there are none. I'm just wondering if you had the same issue where the "from" wasn't working, or if it was your notification not working/sending at all. 


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    Tracy Whitney
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  • 9.  RE: Table e‑mail notification not sending e-mail

    Posted 17 days ago
    In my case the notification was not working at all.  

    In your case I'm not sure why you would have that issue.   In my notification, under advanced options, for "From address" I have selected "The user listed in the field" and then "Requesting Staff Member", which is a user field.  

    The e‑mails correctly appear to be coming from that staff member.   

    I have some fields that are hidden from the Requesting Staff Member but do not have permissions set to deny access to those fields in the field properties themselves. 


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    Paul Easton
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