Forum Discussion
- QuickBaseCoachDQrew CaptainSettings for the table
Reports
top right set default report
and set your default fields. - ToddHornQrew MemberIs there a way to select a specific report to be sent in the reminder email instead of the default report?
- JohnRogers3Qrew TraineeLong shot, not sure if it will work.
Create a checkbox that is always checked
create a formula date field with this formula: IF([my checkbox field] = true, Now())
-This will everyday return the current date
now instead of creating an email reminder, create an email notification
you can make it so that if date is equal to Sunday send notification, or whatever day you want
At the very bottom change to custom message and you can put any fields you wish into this automation. - QuickBaseCoachDQrew CaptainYou can use a Subscription Report to fire every day but the report being used would be set to have a filter which is true on the date you want it to fire. Subscriptions by their nature always allow you to specify the report being used.
- ToddHornQrew MemberThank you both for the recommendations.
The Reminders are nice due to needing to send an email 10 days after the date in three different date fields, but only limited info needs to be sent. Easiest would be to have the option to select a specific report for reminders.
I'll see if I can make it work via Subscriptions or some other means.- ToddHornQrew MemberAnd... I got it to work with Subscriptions as described above. Thanks!