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
Yeah, my testing seems to indicate that.
Do you know - if I create an automation to run nightly, and fill in a date/time field if certain conditions are met (say, [Today] is 30 days before [Expiration Date], and then run a notification of 'if the date/time field is modified' - will that trigger a bunch of individual notifications (what I am hoping for), or will it trigger the multi-record change notification?
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Mike Tamoush
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Do you know - if I create an automation to run nightly, and fill in a date/time field if certain conditions are met (say, [Today] is 30 days before [Expiration Date], and then run a notification of 'if the date/time field is modified' - will that trigger a bunch of individual notifications (what I am hoping for), or will it trigger the multi-record change notification?
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Mike Tamoush
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MarkShnier__You
Qrew Legend
Qrew LegendThat will work if you use a Pipeline. I'm pretty sure that QuickBase will see the updates from the Automation as a multi record change.
I have had good success in triggering individual email notifications by gathering up a bunch of qualifying records which with a search step in a pipeline and then doing a "For Each" step to update say a date time field with another field [current date time] I am not yet comfortable enough with Jinja so I just cheat and use a native formula field. The For Each loop sends individual updates for all the records found in the for each loop.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
mark.shnier@gmail.com
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I have had good success in triggering individual email notifications by gathering up a bunch of qualifying records which with a search step in a pipeline and then doing a "For Each" step to update say a date time field with another field [current date time] I am not yet comfortable enough with Jinja so I just cheat and use a native formula field. The For Each loop sends individual updates for all the records found in the for each loop.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
mark.shnier@gmail.com
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