Forum Discussion

MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Did you set up a separate Automation to listen for the change in the Requested Date/Time and then update the Actually Date/Time?

When I use the word daisy chain I mean that one Automation triggers a separate automation, I am not talking about just an extra action step in an existing automation.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
PaulStreit's avatar
PaulStreit
Qrew Member
5 years ago
Yep, separate automation. I understood that you didn’t mean multiple actions in the same automation.

I’m going to try to use a pipeline to trigger the notifications instead of automations. I’m thinking that maybe I can design the pipeline to search for a set of records that meet filter criteria for sending out notifications, then step through each record to set the trigger field for the notification. I’m hoping that the sequential flow in the pipeline will force QB to recognize the notifications as single rather than multi. Don’t know if this will work, but worth at least looking at. I’ll report back.

Thanks
Paul

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    I have definitely got it to work with Automations. But it can work with Pipelines too.

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

    The pipeline worked great. It appears the sequential operation of the For…Each loop on the search results allows for each record to be triggered slowly enough that QB treats it as a single notification.

    Thanks for your help, your suggestion to check for QB treating the email as a multi-notification pointed me to root cause. I’m not clear why the automation daisy chain didn’t work, but since the pipeline works I’ll go with that.

    Thanks!
    Paul