One notification when certain criteria are met of all records

Question

My company uses Quickbase for timekeeping and to process payroll... It's been requested if a notification can be sent out when all timesheets for the current time period have been approved.

Obviously we don't want to send a notification for each individual timesheet... but we also only want to trigger for current time period.

quickbasecoachd · Answer

You can make a helper table with just 1 record in it.Call the table Timesheet Counts. The Record ID# will be 1.

Make a formula numeric field on the time sheets with a formula of 1 called [Link to Time sheet Counts].

Make a summary of the # of Open Time sheets Waiting Approval and # of Approved Time sheets.
Look up # of Open Time sheets Waiting Approval down to the time sheets.

now, make a Notification to fire when the time sheet status becomes approved and the [# of Open Time sheets Waiting Approval] = 0

ryanstanford1 · Answer

That somewhat works... however there's more complex filtering at play than I mentioned above... depending on the contract, people can have different pay cycles, or may use a different table for their time all together...

quickbasecoachd · Answer

Well, I will then leave it to you now to build on my suggestion&nbsp; :)

ryanstanford1 · Answer

lol Maybe if I have multiple records, and each summary field can meet the different requirements... then separate notifications can track individual records depending on the different paycycles etc...

You've definitely given me some insight to chew on.

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One notification when certain criteria are met of all records

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