Forum Discussion

RyanStanford1's avatar
RyanStanford1
Qrew Captain
6 years ago

One notification when certain criteria are met of all records

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. Obvious...
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Quickbase Automations
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
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's avatar
RyanStanford1
Qrew Captain
6 years ago
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...