Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoThis can be done with a saved table to table import, and three Automations.
Create a saved table to table import which will copy the value of the current date time (you will need to create a field with the formula of now() into a field called [Date / Time Request Reminder to be triggered]. Set the import to merge into itself on [Record ID#] and only update records where the reminder is due to be sent today.
Create an Automation to trigger on that field [Date / Time Request Reminder to be triggered] being updated and have it update a field called [Date / Time Actual Reminder triggered].
Create a Notifications which fires on [Date / Time Actual Reminder triggered].
Lastly set up an Automation to run that saved table to table import each day.
So the Automation runs some time after midnight and the import runs. it does a mass update to the request field and that in turn triggers the second Automation to update the Actual field. The purpose of ehe 2 steps is to slow own the automations so that they fire slow enough that the notifications fire as a singe record edits and not a mass update.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Create a saved table to table import which will copy the value of the current date time (you will need to create a field with the formula of now() into a field called [Date / Time Request Reminder to be triggered]. Set the import to merge into itself on [Record ID#] and only update records where the reminder is due to be sent today.
Create an Automation to trigger on that field [Date / Time Request Reminder to be triggered] being updated and have it update a field called [Date / Time Actual Reminder triggered].
Create a Notifications which fires on [Date / Time Actual Reminder triggered].
Lastly set up an Automation to run that saved table to table import each day.
So the Automation runs some time after midnight and the import runs. it does a mass update to the request field and that in turn triggers the second Automation to update the Actual field. The purpose of ehe 2 steps is to slow own the automations so that they fire slow enough that the notifications fire as a singe record edits and not a mass update.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- MikeRedfearn5 years agoQrew TraineeHi Mark,
Thank you for your quick reply! I will give this a go and report back. Thank you once again for your help and advice...your time is appreciated.
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Mike Redfearn
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