Forum Discussion

PaulStreit's avatar
PaulStreit
Qrew Member
5 years ago
Hey Monster,

Thanks for responding so quickly!

First, when you're talking about a "Quickbase Action", you mean a "Quickbase Automation", correct?

Second, I thought the automation wouldn't consider the parent record as "modified" if just a formula field changes value, meaning the automation won't trigger unless the parent record is edited and saved. Is this wrong?

I will try your suggestions out and report back.

Thanks!
Paul

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Paul Streit
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PaulStreit's avatar
PaulStreit
Qrew Member
5 years ago
Hey Monster,

I added the fields and action as you suggested, but the action doesn't trigger even though the formula checkbox changed value. I think it's because the action only triggers if a record is edited and saved or added and saved, meaning it won't trigger when a formula field simply changes. Thoughts?

Thank you,
Paul


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Paul Streit
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    Paul,

    You should set up an Automation which Trigger off some change in the Parent Record.   The Action will be to update the child records where their [Related Parent] field is equal to the [Record ID#] of the Trigger Record and set a date time field on their records to the current date time.

    I have not tested that lately as to if that will fire slowly enough to trigger individual record changes to fire separate Notifications.

    If they do not fire slowly enough to fire individual record change notifications, then the solution will be to daisy chain one Automation to trigger a send notification.  So the first one will update a date time field #1, and then a separate Automation will trigger on date time field #1 and in turn the Action will be to update datetime field #2 which will trigger the email notification.


     ​​​

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • PaulStreit's avatar
      PaulStreit
      Qrew Member
      5 years ago
      Mark,

      I set up both an automation and an action as you described. Both have the same issue - I somehow have to trigger an email notification when a formula field checkbox is true.

      Is there a way to detect the change in the formula field, then update a trigger field and then save the record which would trigger the automation?

      I included some formula URL code in my original post but it didn’t work, not clear why.

      Thanks
      Paul

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        A notification will Trigger when formula fields change, as long as this happens when the record is being edited manually or by API.

        Are the formula fields changing when a record is edited?   Or through the passage of time or due to the changes in either lookup or summary fields?  The latter one will not Trigger a notification.

         Can you explain what tables you were actually dealing with and what you were trying to do. Is it something like when all conditions are true on a project to notify the child team members?

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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