Forum Discussion
Email notifications only fire, where a record is actually edited and saved, either through the human user interface or by a Pipeline actually editing a record. They do not fire simply through a Formula field being updated as a result of changes in summary fields, look up fields, or just through the passage of time crossing midnight.
depending on your used case, you may want to consider a subscription report, which will run every morning and can include records that now qualify to be shown.
And alternative would be to have a Pipeline run say in the early morning looking for records which now qualify, and the pipeline can do a search to find all these records and go into a For Each loop to update say a date time field to the current date time this firing an email notification.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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- KimRavizza2 years agoQrew Cadet
Thanks Mark,
Got it. As I was typing, I was thinking that was the case.
So if I ran a pipeline every morning that checks for records with the send date of today and sets the checkbox to true, would that work? I'd make the "send today" checkbox just a checkbox, rather than a formula checkbox. Does that count as making an actual update to the record?
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Kim
------------------------------- MarkShnier__You2 years ago
Qrew Legend
Yes. Exactly. That should work perfectly.
when a pipe line runs in a For Each loop, QuickBase sees these as individual record changes and will fire off individual Notification emails.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- KimRavizza2 years agoQrew Cadet
Thanks Mark,
So, I want to look for all records where the TR1 reminder date is equal to today, but I can't see how to do that. What am I missing?
I don't see an "Equals" or "Is" option. Is there another way to search?
Thank you,
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Kim
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