Automation Query
Is there a way to Automatically notify a manager when the reporters finish 10 days from the hire date? ------------------------------ Thanks in Advance App Dev ------------------------------
Forum Discussion
This sounds like something that is specific to your business process. Can you provide more information about your application and what you're trying to do?
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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About our App:
The QB application specific to our business contains many tables, Employee table is one among them this table contains Employee data (like hire date, Employee details, manager name)
What I'm trying to do is
I'm trying to notify the New Employee's manager with a list of users who completed 10-20 days from the Hire date
Purpose:
Is to check the New Employee performance
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App Dev
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The QB application specific to our business contains many tables, Employee table is one among them this table contains Employee data (like hire date, Employee details, manager name)
What I'm trying to do is
I'm trying to notify the New Employee's manager with a list of users who completed 10-20 days from the Hire date
Purpose:
Is to check the New Employee performance
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App Dev
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- There are probably a few different ways to do this, but I would recommend the following setup:
- On the Employee table, create some field that you can use to flag an Employee who has been reviewed during this period (possibly as simple as a checkbox or as complex as a child table that tracks all reviews throughout the employee's time at the company)
- On the Employee table, I would create a report that is filtered to show Employees that meet the following criteria:
- [Manager] is the current user
- [Hire Date] is more than 10 days ago AND [Hire Date] is less than 20 days ago
- [Initial Review Flag] is False
- On the Manager Dashboard, add a Report Widget and select the report you just built
If you need to have an email generated and sent to the Managers, you can do this as a Reminder, but it is not as flexible as other Email formats and will simply send a list of the Employees that meet the criteria you setup in your Reminder. My recommendation for Email would be to still setup the report as I outlined above and then setup a Report Subscription.
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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