Notification Triggered by Child Record Update
I have a Project Log (parent) and Items Table (child). The items table has an [Approval Date] field. I would like to trigger a notification at the Project level when all Items in that project have bee...
Forum Discussion
Hi Mark,
Thanks for the suggestion. I tried this and it only works when one item is updated. When multiple Approval Dates are filled in at once, it doesn't work. Do you know what that is or a way to resolve this?
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Howard Fu
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Thanks for the suggestion. I tried this and it only works when one item is updated. When multiple Approval Dates are filled in at once, it doesn't work. Do you know what that is or a way to resolve this?
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Howard Fu
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MarkShnier__You
Qrew Legend
Qrew LegendSo, if you were to update 10 records are you looking to send 10 Notifications? Or 1 Notification with a link to the 10 records.
If you want to fire 10 Notifications, try this trick.
Set up a date time fields
[Date/Time to Trigger Notification]
Set up an Automation. Trigger on the same conditions as your Notification and have it update the field [Date/Time to Trigger Notification] with the current date / time.
Then set up a Notification to fire when that changes. Post back and let me know if that works.
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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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If you want to fire 10 Notifications, try this trick.
Set up a date time fields
[Date/Time to Trigger Notification]
Set up an Automation. Trigger on the same conditions as your Notification and have it update the field [Date/Time to Trigger Notification] with the current date / time.
Then set up a Notification to fire when that changes. Post back and let me know if that works.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- Hi Mark,
I want to fire 1 notification when all the items have been approved, whether that's 1 or 10 at a time. Sometimes, the condition is satisfied when 1 date is entered. For example 4 of 5 items have been approved previously and the last one gets approved. Now all items are approved and the notification fires. I got this to work.
But there are situations where maybe 2 of 5 drawings have already been approved. When the last 3 drawings get approved at the same time, the approval date is entered for all 3 items at the same that. At that time, I would like the same notification to fire. In this situation, it would be fine if there's 1 notification with a link to the items or project.
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Howard Fu
------------------------------- MarkShnier__YouOK, maybe a new plan.
How about setting up an Automation to fire when a child record Status is edited and a summary field lookup of the # of child records Approved is equal to a summary field lookup of the # of total child records. Or if you prefer, make a formula field that calculate that and then lookup that checkbox field down the the children.
That Automation can edit the Parent Project record and update a field called [date/ time to fire Notification that all children are approved] with the value in the formula field [Current date/time] - formula is now()
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hi Mark,
Should the automation trigger be based on a change in the child or parent record?
Also, how do I direct the automation to only edit the parent record and not all records that meet the same condition (# of child records = # of child records approved)?
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Howard Fu
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