Triggering Emails Based on Field Status
Hello, I am trying to automate an email either by email notifications or a Pipeline based on updating a related field. I have 3 tables: 1. All Flights - Enter any new flight in the...
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MarkShnier__You
Qrew Legend
Qrew LegendThe first step, step A is the trigger step. It will be set to trigger when the flight status changes and then you need to use the blue button to Add Conditions. You will need to list the flight status and the correct date time field as fields to be used in subsequent steps. You do not need to use an Advanced Query, just the blue button to add conditions. Make sure that you set the trigger to only trigger when the flight status changes, else other edits could trigger the emails.
Then the next step will be a search step. You will specify fields to be used in subsequent steps as the Related flight and also the date time field to trigger the email. Limit the search to where the related flight is ... and then drag down the record ID from step A into the box. In other words you just want the children of the specific trigger flight.
It will give you a For Each loop automatically after the Search. Then drag across an update Record step in the for each loop to update the children to set the date time trigger for email to the current date time dragged down from the step A.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Hi Mark,
Appreciate you walking me through the steps more. Pipelines are still pretty new to me.
I've been able to do the first part. Here is my Step A:
For B, this is what I've done so far: Is this correct so far?
When you say, "limit the search to where the related flight is ... and then drag down the record ID from step A into the box," do I do that with a condition? The limit box there only specifies a number.
When you say, "It will give you a For Each loop automatically after the Search. Then drag across an update Record step in the for each loop to update the children to set the date time trigger for email to the current date time dragged down from the step A" I'm guessing that means in this portion below to add a sub-step to update the record related to that Rlated flight.
Thank you!
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- MarkShnier__You
OK, so on the Search step use the blue button to ADD Condition for the field related flight
Then set that where it equals and then drag down the Record ID from step A into the box.
And in the for each loop step you want to drag across update record and update the field for date / time to trigger email. Once you get that Fields box showing you would drag the current date time field from step eight into that box.
Note that once you are ready to run the pipeline if you cycle the pipeline on and off it will pop up a box that will give you kind of a play-by-play and you can leave that up in one screen while you go to another tab and update the flight closeout to the value Final and then flip back to the Pipelines tab where you can watch the pipeline run.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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