Email each user their record
Hello! I'm new to Quickbase and have been using the API to speed up operations at my company. We have a report that is generated weekly whose records need to be sent to each user. Typically, this is ...
Forum Discussion
Thanks for the detailed reply! I should clarify -- each record has an associated email address, which is where the record should be emailed. These are not users and do not have access to the database. I shouldn't have used the term "user" in my original post.
With that in mind, it sounds like a pipeline would still solve the issue. I haven't used pipelines before, but I think the solution would look something like this:
- Search the table for the week's records, retrieving relevant fields (including email address).
- Loop for each record in the filtered search.
- Send email to the email field retrieved in the loop.
- Schedule a triggering event to send the emails weekly.
Currently, we use formatting from the table to readably display the record in the emails. How can I preserve this formatting in a pipeline, i.e., how do I send the entire record to the email address?
Again, thank you both for pointing me to pipelines -- I'll be using these religiously going forward!