Forum Discussion

Qrew Member

3 years ago

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 payr...

Pipelines

MarkShnier__You

Qrew Legend

So this part is confusing

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.

Why do you have any permissions which are based on who last modified the record? These records should have a field for the UserID of the Employee and the permissions would be based on that field.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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MikeFreyder

Qrew Member

3 years ago

Thanks for your quick reply, Mark! I didn't clearly communicate... The permissions are not based on who last modified the record. I was just assuming that since I modified the records, Quickbase was trying to send my records to people that couldn't see them. When one of my coworkers manually edited the field that I was modifying with my pipeline, he correctly received his records in his email notification, but when my pipeline made the edit, he received the email, but containing no record info.

My permissions are cascading permissions based on If(Current User = User(), "1", "0").

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Mike Freyder
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MarkShnier__You
Qrew Legend
3 years ago
You should be able to test by manually modifying a field to trigger the email notification. Once that is working, then have a pipeline do that same update to the record. There will be no difference between you editing manually or the Pipeline editing, as long as the Pipeline is doing individual record updates and not a Bulk Upsert.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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- MikeFreyder
  Qrew Member
  3 years ago
  Thank you, Mark. When I manually edit my parent record, I successfully receive my email with the data. I'm the admin, so no surprise here.
  
  My coworker helping me test this manually edited the same field on his parent record and he receives his email successfully with record data in it. However, when I edit his record manually or with the pipeline, he receives the email with no record data in it.
  
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  Mike Freyder
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  - MarkShnier__You
    Qrew Legend
    3 years ago
    There must be some permission thing going on. Contact me directly by the email in my signature line and I will have a quick look with you.
    
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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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