Fomatting Date returned in Json Response
I followed the example listed here: How to use Pipelines to email a report at a specific time of day | Qrew Discussions (quickbase.com) However, my Json reponse includes a date. The example formats...
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MarkShnier__You
Qrew Legend
Qrew LegendIf you want a low tech low solution, just make a table with a record in it and include an embedded report of your report.
Then have a Pipeline update the record on a schedule to trigger an email notification.
But I think this will only work if the users have access to the app because if there are a lot of records on the report it will get truncated in the email if the report is too long.
This was my first thought, but unfortunately there is no way to filter a report before embedding it. In my case, the table I'm working from is qualified commissions for our sales staff. When they get paid, the pipeline would email the sales rep a report of all the commissions included in their payment. Having an individual filtered report made for each sales rep is not feasible.
- MarkShnier__You
Well assuming that you have a parent child relationship, just have a Pipeline tickle the Sales Rep record to trigger an email. Make a specific form to be used in the email notification, which just identifies the sales rep and have the correct embedded report of qualified commissions for the Sales Rep. If that is your use case I'm sure we can solve this with no code native tools.
Your assumption is correct, there is a parent (sales rep)/child (commissions) relationship. The sales rep id used in a report link to filter the qualified commissions, so each rep can only see their commission due (in QuickBase). However, I haven't found a way to embed a report from a report link field, so that is maintains the report link filter.
Short of formatting the timestamp data to a simple date. My current solution works as intended.
- MarkShnier__You
If you are using New Style forms, then you put the report on the form and then specify the Report Link field to filter the report to just the sales rep for that record. Once again, you don't need to do anything technical.