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CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
2 years ago

Subscriptions - direct different sections of the report to different people?

I have a report that needs to go out to 6 people weekly.

But, each needs to see only their own section of the report. The report does have their name on each of the records.

I don't see that the Subscription feature allows this, without writing 6 different reports different only in that they filter for one section.  I can then use 6 different subscriptions to send them out.

Wondering if there is a better way to do this.



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Charlotte Morin
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3 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 years ago

    re:Wondering if there is a better way to do this.

    YES.

    You need to find a way to put each respective Userid on the record as opposed to their name.

    Then make a report called perhaps MY Open Projects with a filter of where the [Userid Field} equals "the current user" (that will be an option)

    Then setup a Subscription to that report and ideally it should go to all users in certain Role(s).

    Then you have one report with one subscription and each user will only receive a report with their own records on it,.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • ChayceDuncan's avatar
      ChayceDuncan
      Qrew Captain
      2 years ago

      To add some to Mark's comment - if it's the same 6 people and the same 6 sections - you can just make your own User field for this report specifically. It'll be hardcoded so if any of these people you'll have to change it - but that's an issue for later. So a formula like: 

      If( 

      [Section]="1", EmailToUser("person1@company.com"),

      [Section]="2", EmailToUser("person2@company.com"),

      [Section]="3", EmailToUser("person3@company.com"),

      ...

      Then from Mark's suggestion just make a report where it's filtered by that field to _curuser_ and send it out as 1 subscription. 



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      Chayce Duncan
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  • CharlotteM's avatar
    CharlotteM
    Qrew Assistant Captain
    13 hours ago

    This worked.  Now I'm wondering if this idea can be combined with the "email everyone" feature in the Business license level that allows "email subscriptions for non-QuickBase users."  The non-users' emails would appear on each record in the report; I want them to get only "their own" records out of the entire report.  We don't have the Business license at this time so I can't test it for myself.