Forum Discussion
Eric_J_Hansen
Qrew Cadet
Are any of these conditions time or duration related? Meaning, can it be Medium today and then turn High tomorrow because of a date or duration stipulation? If they are, you will probably require some sort of script. However, If the conditions become present while a user edits a record, then it should be able to be captured via form rule.
QuickBaseCoachD
8 years agoQrew Captain
The usual way to do this is simple. Just make a report which captures the records you want, for example, tasks due within 30 days. Then have your users subscribe to receive that report, weekly, say 5 days a week. No need for anything fancy here with scripts.
Typically, you also have a report with a filter such as where the task owner is the current user, and call that report
My Tasks due within 30 days.
Then set up that Subsctiption to go to all users in certain Roles. Then each user will receive their own tasks.
Typically, you also have a report with a filter such as where the task owner is the current user, and call that report
My Tasks due within 30 days.
Then set up that Subsctiption to go to all users in certain Roles. Then each user will receive their own tasks.