Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoFortunately, you are over thinking this. Quick Base to the rescue.
Simply create a single report filtered by where the time card entry user ID is "the current user". I assume that the record must contain a field for which user registered that time.
Then set up a single subscription of that report to all users in the relevant role(s) to receive that report. Each user will receive a report with only their own entries.
One Report. One Subscription. Y'er done!
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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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Simply create a single report filtered by where the time card entry user ID is "the current user". I assume that the record must contain a field for which user registered that time.
Then set up a single subscription of that report to all users in the relevant role(s) to receive that report. Each user will receive a report with only their own entries.
One Report. One Subscription. Y'er done!
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- EssenceQB_Admin5 years agoQrew MemberI have the report, I just didn't trust how it all would work. I suppose with a bit of patience and testing I could have come to the same conclusion, but thanks for your response, Mark. It's nice to have confirmation.
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Ray Moss
Essence QB Admin
Essence Cabinets Inc.
Edmonton, AB, CAN
------------------------------ - Curtis_M3 years agoQrew CadetHey Mark,
I have this exact subscription setup to go out on the 25th day of the month that sends a report filtered by current user, regarding their last months submissions. I've confirmed with a couple individuals, who have records on this report regularly, that they are not getting the subscription report. I only learned this after I didn't receive it myself.
I have the blank report box unchecked so that users who don't have data on the report don't get an email. Not sure if this is messing with the report sending at all. My only thought is that since some users wouldn't have records on this report, no one is getting it as a result even if they have records on it.
Details:
- Report is filtered by a Username QB = Current User
- Username QB is not a column on the report. This shouldn't be an issue to my knowledge, but included it in case it is for some reason I'm unaware of.
- Notification Details:
Thanks for your help!
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Curtis Middleton
------------------------------- MarkShnier__You3 years ago
Qrew Legend
The first thing to do is do a Test as User for a user who should have records on the report to see if the report has records on it.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- Curtis_M3 years agoQrew CadetThanks, Mark. That was the first thing I did. I just checked again to be sure and confirmed there are records on the report for specific users. One of which I know is not getting the subscription report email. When I myself had records on the report, I also didn't receive the subscription report email when I should have.
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Curtis Middleton
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