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 th...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIs "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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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The person is a user they are participants.
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Jamie Whiteside
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Jamie Whiteside
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- MarkShnier__YouThe 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
------------------------------- Thank you so much! I will try it!
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Jamie Whiteside
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