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JamieWhiteside's avatar
JamieWhiteside
Qrew Member
3 years ago

Automated Emails for Late Tasks

HI,
I am trying to make a child report that will create a record from the parent report when a task is past due.  I would like an email to be sent automatically to the person who needs to complete the task when the task is past due.  Is there a way to do this? 


Thank you,

Jamie

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Jamie Whiteside
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4 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    3 years ago
    Is "the person" a User in your app?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JamieWhiteside's avatar
      JamieWhiteside
      Qrew Member
      3 years ago
      The person is a user they are participants.

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      Jamie Whiteside
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        3 years ago
        The easy way to do this is to make a Report Filtered by

        [Task Assignee] is the current user.

        Use the User field to filter the report and the report should offer a choice to filter that to be the Current User.

        Then once that is working (and you can do a "test as user") to test this or I guess just assign a Task to yourself, you just set up a single Subscription to come 5 days week to all the users of the app or to all users in Roles who would have Tasks Assigned.

        By magic, each user who has any overdue tasks will receive a morning report of just their own overdue tasks.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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