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BrianPerry's avatar
BrianPerry
Qrew Member
7 years ago

Is is possible to send notifications based on summary fields in parent records?

I'm trying to send notifications based on summary fields in parent records, the table structure is a parent record that has multiple sub records. the sub-records are categorized (Client, Vendor, Internal). I've got summary fields telling me how many sub-records are active for each category. I'd like to trigger a notification when the summary count = 0. ie "all client tasks have been completed"

any ideas how to achieve this?
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  • ClaudeBowens2's avatar
    ClaudeBowens2
    Qrew Trainee
    6 years ago
    Quickbase needs to add the ability to send notifications based on formulas not just user activity. The platform is too expensive not to have this functionality. 
    • MattTaylor's avatar
      MattTaylor
      Qrew Member
      4 years ago
      I couldn't agree more.

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      Matt Taylor
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  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    7 years ago
    The notification wont change based on a summary field change.

    But, you can set the notification to tricker based on the child record change when it meets the same criteria.

    You will need to send the summary field back to the task table.  

    Then your notification can trigger when the value is 0 and the task is marked complete.  (Or some other criteria based on your use case).

    Does that make sense?  Will that help you?