Notification and Reminder Emails
Do I need to have user licenses, to simply send out notification or Reminder emails? For example, can I do the following (is it possible, and does it breach any QB terms of agreement): Set up 200 u...
Forum Discussion
You can create an "open" type notification:
Here is a link to the help doc: https://help.quickbase.com/user-assistance/creating_a_notification.html
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Justin Torrence
Quickbase Expert, Jaybird Technologies
jtorrence@jaybirdtechnologies.com
https://www.jaybirdtechnologies.com/#community-post
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Justin,
I've used the open notification before, the problem is the following: If I have 200 employees, and they are not users but simply need an email, using the open setting I would need to create 200 separate emails for reminders/notifications. If they are in a user field, I can just create one email.
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Mike Tamoush
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I've used the open notification before, the problem is the following: If I have 200 employees, and they are not users but simply need an email, using the open setting I would need to create 200 separate emails for reminders/notifications. If they are in a user field, I can just create one email.
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Mike Tamoush
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Here's a hacky solution:
- Create a table of Recipients, with one email field
- Create a table called Emails with a Subject (Text), Body (Text), and Recipient (Email) field
- Create an open notification on the emails table that is sent to the email in the Recipient field when a new record is created
- Create a new pipeline that takes the following steps:
- At XX:XX time, Query the Recipients table for a list of emails
- For each Recipient:
- Create a new record in the Emails table, setting the Recipient, Body and Subject
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Justin Torrence
Quickbase Expert, Jaybird Technologies
jtorrence@jaybirdtechnologies.com
https://www.jaybirdtechnologies.com/#community-post
------------------------------- MarkShnier__You
Qrew Legend
Mike
Are you aware that when you set up an Open notification, you can carefully type like this in the notify who box.
[email 1]
[email 2]
[email 3]
In you case, maybe it's just
[Contact email]
Other words you do not need to hard code the email address , you can put in a field reference in the box. That has never been documented and I don't know why.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Mark -
I had no idea, that COMPLETELY solves my issue. I thought you had to hard code the email in!
Justin - creative work around as well, but with Mark's note, that takes care of everything.
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Mike Tamoush
------------------------------- Mark,
Do you know if Reminders can be done in this same way? I've tried it, and can't seem to get it to work, but it's possible it's operator error. Reminders says 'send to specific list of users', while Notification says ' Send to Open Recipients' so I am thinking perhaps Reminders can not be done this way?
Wondering if you knew before I go troubleshooting something that is not possible to accomplish.
If a reminder cannot be sent, I suspect I can run an automation nightly that looks at records, and triggers a field that sends a notification. In essence, use an automation to create a 'reminder'.
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Mike Tamoush
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