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 LegendWell 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.
Yes, I have that already, but for some reason being able to view it online isn't good enough. They want it the report of paid commissions emailed to them.
- MarkShnier__You
So just setup an email notification to the Sales Rep fo their Sales rep record using the form with the embedded report and trigger when the field [Date / Time to Email Sales Rep] is updated.
The set up a Pipeline to run on a schedule or some manual trigger which will update the field [Date / Time to Email Sales Rep] with {{time.now}} in a For Each loop after a search of sales reps who have commissions that month.