Automation to Trigger Notification
Hello, I've set up an automation to run daily and to check a checkbox field when a record meets certain criteria. This is working fine. I've set up a email notification to be sent when the automation ...
Forum Discussion
Laura (above) is correct. You cannot cause we ndividual emails to be triggered by running an Automation.
So there are two choices I can recommend.
The first, like Laura suggested, is to to create a Subscription report to be received by an internal person and make a formula URL field to be able to push a button in each record on that day's report to update a field to trigger an email. The report will refresh with one less record on each click, so 100 records =100 clicks.
Alternatively, I can implement a script which will let you push 1button to that button pushing for you. It runs slow enough to be seen by Quick Base as individual changes and hence will trigger emails,. The script runs at the rate of about 3 or 4 per second.
Contact me off line at QuickBaseCoach.com for the 2nd solution or post back here for help with the first solution.
So there are two choices I can recommend.
The first, like Laura suggested, is to to create a Subscription report to be received by an internal person and make a formula URL field to be able to push a button in each record on that day's report to update a field to trigger an email. The report will refresh with one less record on each click, so 100 records =100 clicks.
Alternatively, I can implement a script which will let you push 1button to that button pushing for you. It runs slow enough to be seen by Quick Base as individual changes and hence will trigger emails,. The script runs at the rate of about 3 or 4 per second.
Contact me off line at QuickBaseCoach.com for the 2nd solution or post back here for help with the first solution.
- Is the second option still available? Because need a method to send custom emails with custom report.
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Ved Prasad
------------------------------- MarkShnier__You
Qrew Legend
Ved, you can contact me directly by email.
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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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- I know this is an old post, but I can't find anything else on the issue. My question is are there any plans for QB to allow the individual notifications when multiple records are edited through automation?
For now, I'll be running a subscription report for a team to manually edit specific records so that the individual notifications go out to the respective recipients, but was really hoping I could get this done through automation.
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Robin Mcintosh
------------------------------- MarkShnier__YouYou can use a Pipeline to do the updates and they will fire individual Notifications.
I actually have a script that is failing and will be deprecated soon anyways as it uses javascript in the button. So I will know tomorrow for sure that this will work as I'm going to fire off about 50 or so emails in a "live' test of the replacement process.
To be perfectly transparent thought when I asked QuickBase support if it was a recommended practice to use a pipeline to fire the individual notifications and they said it's not recommended or guaranteed to work and you should use the Outlook or Gmail channel to fire the notifications. But I don't really want to go to the extra effort as the notifications are already negatively built. So I'm just going to do it the easy way and I'll find out if it complains.
I think the only issue will be if the updates to QuickBase happen faster than QuickBase can accept the updates. But I also assume under the covers they must know that you're updating the Quickbase record and would not flood quick base with API calls faster than it could handle.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hi Mark,
Did the Pipeline option work?
Thanks
Tim
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Tim Egerton
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