Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
5 years ago

Job Closeout Report

Hi everyone, I am looking for a suggestion.....  I have a project management platform and when a job is completed it is marked complete in quick base.  What I am looking to do is once it is completed have a report emailed out to several people that review finances on the projects including some information:

  • Profitability:  Total Revenue, Total Cost, Profit, Gross Profit %
  • Invoicing summary.  All of the invoices dollar amounts and indicating if they were all paid
  • Any open tasks to make sure those are all reviewed and closed out
I am not quite sure how I could do this in a project specific format.  If it could not be emailable I guess it could be a "Quick Base page" but I am not 100% sure on how I link to a specific project....  If I was going that route my thought was to take the email notification that shoots out when a project is marked complete and stick a button on it that brings you to the page.  But I would need to somehow send it the project number so that it can load the data based on that project (if what I am saying makes sense)

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Ivan Weiss
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  • To me you can do this with a simple email notification of the record. If necessary and you have an alternate form to display these correct fields on the correct tile tables on the form you can specify that the email notification uses a specific form.

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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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    • IvanWeiss's avatar
      IvanWeiss
      Qrew Captain
      Interesting I didnt think of that.  Since they are all related you are thinking to just create an alternate form with report fields pointing to all of that data and let it be in the email?

      That correct?

      And I believe I can include a chart on the form as well so I think that could potentially work....

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      Ivan Weiss
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      • DonLarson's avatar
        DonLarson
        Qrew Elite
        Ivan,

        Mark's answer is the simplest.  You will just need to build a small hyperlink to the record and include &dfid=XX in the URL string where the XX is the special form for Project Review.

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        Don Larson
        Paasporter
        Westlake OH
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