Sending subscription reports to non users
I have another interesting use case.
The request is to send a report subscription to two sales people who do not have access to the app from which the report will come.
The requester does not wan...
Forum Discussion
Native Subscriptions unfortunately don't work unless your a user. If you're open to it, I would suggest a process using Pipelines that you can save the report as a CSV and send them an email with a link to that file for them to download. If that would work that would entail:
- Create a table for 'External Emails'
- Create fields for 'Send To' and a File Attachment field
- Make a Pipeline that will query/run the report that you want for each person - use the Pipeline step to make a CSV file and save that as an attachment in your new table and set the Send To to the Person in question
- Make sure in the file attachment field you set it for public access so that uses can access the file without logging in
- Make a native Notification that 'Open' so it can send to non-users, and configure the Email body in such a way that they can click a link to access the file attachment and they can then download it. Have the email send to the email address in 'Send To' and have it fire on Add Records
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Chayce Duncan
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