Email Report To a Non-QuickBase User
Hi, Is there a way to generate an automated (daily) email to a non-quickbase user? I have a table with the following: Client (Linked to a parent record) Date Pledge For: (Rent, Utility)...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendThus can be done by making a form on the customer record to be used for email notifications to the customer, and then setting say a date / time field that when changed will trigger the email Notification.
The Customer record will need to have a summary field so it knows if there are child records showing on the form.
You would need to set up a pipeline to be scheduled to run early in the morning and it would search for those customers who need an email sent and update the date time field to the current date and time that's triggering the email notifications.
If you have not worked with pipelines before you might need some help getting that all in place.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
mark.shnier@gmail.com
------------------------------
The Customer record will need to have a summary field so it knows if there are child records showing on the form.
You would need to set up a pipeline to be scheduled to run early in the morning and it would search for those customers who need an email sent and update the date time field to the current date and time that's triggering the email notifications.
If you have not worked with pipelines before you might need some help getting that all in place.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
mark.shnier@gmail.com
------------------------------