Send record information to e‑mail address in a field in a linked to table's record
I have two tables: "Projects" and "Cost Centers"
In the project-table record there is a cost center section where one or more cost center records can be added. The cost center table has a "Budget/Cost Center Owner E-mail" field, which is an e‑mail field type. There is only one e‑mail address per cost center.
When a Cost Center is added to a Project record, I would like an e‑mail notification sent to the e‑mail address in the Cost Center record, but I want it to provide in the e‑mail body, information from the Project record.
The owners of the e‑mail addresses may not be users of the app, which is why I'm not using a user field.
The purpose is that we want the budget/cost center owners to be alerted when the cost centers they are responsible for are linked to a project.
Is there a way to do this in QuickBase? Also, this app is still in development so if there is a better way to accomplish our objectives, I can restructure things. For example, if using user field would be easier, I could do so, but we are trying to avoid that as we are close to the user limit under our current contract.
Putting the e‑mail / user field in the project record is not ideal as cost centers are used to fund many projects.
Also, I only want the notification to be sent when the Cost Center record is added to the Project record. Not every time the Project record is updated.
I'd be grateful for any advice or tips.
In the project-table record there is a cost center section where one or more cost center records can be added. The cost center table has a "Budget/Cost Center Owner E-mail" field, which is an e‑mail field type. There is only one e‑mail address per cost center.
When a Cost Center is added to a Project record, I would like an e‑mail notification sent to the e‑mail address in the Cost Center record, but I want it to provide in the e‑mail body, information from the Project record.
The owners of the e‑mail addresses may not be users of the app, which is why I'm not using a user field.
The purpose is that we want the budget/cost center owners to be alerted when the cost centers they are responsible for are linked to a project.
Is there a way to do this in QuickBase? Also, this app is still in development so if there is a better way to accomplish our objectives, I can restructure things. For example, if using user field would be easier, I could do so, but we are trying to avoid that as we are close to the user limit under our current contract.
Putting the e‑mail / user field in the project record is not ideal as cost centers are used to fund many projects.
Also, I only want the notification to be sent when the Cost Center record is added to the Project record. Not every time the Project record is updated.
I'd be grateful for any advice or tips.
