Pipeline triggered email notifications and permission issues
Hello all! I'm trying to trigger an email notification that sends each of our users/employees an email just before midnight containing all of their Time Cards back to the beginning of the current payroll period. I want this to happen at a certain time, so I thought I would use a pipeline to edit a field at 11:30 pm each night and that record modification would trigger an email notification. The modified record is a parent record and the email notification should contain all child records related to that parent that meets the criteria (pertaining to the current payroll period).
The form I'm using in the notification contains two reports displaying the child records. I'm using a lookup field from the employee record to determine which of these two reports is shown in the email.
All of this works to an extent. Where it breaks down is that each employee should only see their own records and when my pipeline edits the records and triggers the notifications, the emails that get sent do show the correct report based on which employee is receiving the notification, but it tries to populate my own records in it, which works for me. No one but me can see them, so the notification shows for everyone else with an empty report. I'm guessing because I'm the one that technically last modified the records. But I'd like for each employee to see their own child records.
The reports are set to show records based on cascading permissions so when each employee views the report within QB they do see their own records, that works fine.
Not sure if my whole method is flawed, or if I just need to build a better report or a better way to trigger the notification. Any help or insight is greatly appreciated.
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Mike Freyder
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The form I'm using in the notification contains two reports displaying the child records. I'm using a lookup field from the employee record to determine which of these two reports is shown in the email.
All of this works to an extent. Where it breaks down is that each employee should only see their own records and when my pipeline edits the records and triggers the notifications, the emails that get sent do show the correct report based on which employee is receiving the notification, but it tries to populate my own records in it, which works for me. No one but me can see them, so the notification shows for everyone else with an empty report. I'm guessing because I'm the one that technically last modified the records. But I'd like for each employee to see their own child records.
The reports are set to show records based on cascading permissions so when each employee views the report within QB they do see their own records, that works fine.
Not sure if my whole method is flawed, or if I just need to build a better report or a better way to trigger the notification. Any help or insight is greatly appreciated.
------------------------------
Mike Freyder
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