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...
No, let me clarify. The "Request Log" table will have many passengers listed on it, for different flights. When the "Flight Verification" status is updated to "Final", I'd like an email to send to a distro list (probably ~5 email addresses) stating that these are the passengers on that specific verified "final" flight. The email would go to let's say ground security so they know who is on the flight and they can let them onto the plane.
Ok. I suggest that you lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights].
Then make a Report Link field in All Flights and match up its Key field, probably Record ID# on the left with the [Record ID of All Flights] field in the right.
Set the form to show the embedded report details and include a copy of the of the form in the email notification.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
I think I get the gist of what you're saying, but I have a couple follow up questions...
I already have a look up field in the table "Current Flights," that looks up only active flights in the table "All Flights." Then another look up in "Request Log" that looks up all the flights listed in the "Current Flights" table.
When you say, "lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights]" does that mean I need to do other look ups to the record ID?
Each form in the "Request Log" is for one passenger request, but I want to send an email that will show the list of multiple passengers in same flight.
Are you suggesting even though each form is for one passenger, to have a report embedded in that form that shows all passengers so far?
Sorry correction... I'm using a QB connection to create the "Current Flights" table from "All Flights" table. Then I have a look up in "Request Log" to "Current Flights."
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Status","id":"message:21209","revisionNum":1,"repliesCount":35,"author":{"__ref":"User:user:37663"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:21209"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:21209"},"body@stripHtml({\"truncateLength\":200})":" 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...","body@stringLength":"1936","rawBody":"
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 schedule - I have a field called \"flight verification\" that is a multiple choice field allowing to show the flight as \"pending\" or \"final.\") - I have another multiple choice field for \"Flight Status\" with options \"Active\" or \"Flown\" 2. Current Flights - Connected to \"All Flights\" and pulls only \"Active\" flights 3. Request Log - Where passenger requesting a seat are entered - I have a related field from \"Current Flights\" so there is a drop down menu that only allows you to select \"Active\" flights - There is also a related field for the \"Flight Verification\"
I would like to trigger an email that sends the list of passengers entered in the \"Request Log\" when \"Flight Verification\" status is changed to \"Final.\" Since this is a related field, this field changes when the \"All Flights\" table is updated and the subsequent tables are refreshed. Is this possible?
I don't think the email notification will work since the field in the \"Request Log\" table isn't being updated and saved. Is it possible to utilize pipelines? If so, how do I do this to include a table of passenger information from the request log?
Thank you!
\n
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Hi Mark,
No, let me clarify. The \"Request Log\" table will have many passengers listed on it, for different flights. When the \"Flight Verification\" status is updated to \"Final\", I'd like an email to send to a distro list (probably ~5 email addresses) stating that these are the passengers on that specific verified \"final\" flight. The email would go to let's say ground security so they know who is on the flight and they can let them onto the plane.
No, let me clarify. The \"Request Log\" table will have many passengers listed on it, for different flights. When the \"Flight Verification\" status is updated to \"Final\", I'd like an email to send to a distro list (probably ~5 email addresses) stating that these are the passengers on that specific verified \"final\" flight. The email would go to let's say ground security so they know who is on the flight and they can let them onto the plane.
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I want to be clear what you were asking. Are you really asking this?
\n
I would like to trigger an email that sends TO the list of passengers
In other words are you trying to send say 50 emails to each of the 50 passengers on the flight when the flight status changes to Final?
\n
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
","body@stringLength":"513","rawBody":"
I want to be clear what you were asking. Are you really asking this?
\n
I would like to trigger an email that sends TO the list of passengers
In other words are you trying to send say 50 emails to each of the 50 passengers on the flight when the flight status changes to Final?
\n
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
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icon"},"localOverride":false},"Revision:revision:21210_1":{"__typename":"Revision","id":"revision:21210_1","lastEditTime":"2023-04-02T03:44:00.000-07:00"},"ModerationData:moderation_data:21212":{"__typename":"ModerationData","id":"moderation_data:21212","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:21212":{"__typename":"ForumReplyMessage","uid":21212,"id":"message:21212","revisionNum":1,"author":{"__ref":"User:user:12614"},"readOnly":false,"repliesCount":32,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:21211"},"conversation":{"__ref":"Conversation:conversation:21209"},"subject":"Re: Triggering Emails Based on Field Status","moderationData":{"__ref":"ModerationData:moderation_data:21212"},"body":"
Ok. I suggest that you lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights].
Then make a Report Link field in All Flights and match up its Key field, probably Record ID# on the left with the [Record ID of All Flights] field in the right.
Set the form to show the embedded report details and include a copy of the of the form in the email notification.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"postTime":"2023-04-02T05:12:00.000-07:00","lastPublishTime":"2023-04-02T05:12:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":18},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:21209/message:21212","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:21213"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"editFrozen":false,"body@stringLength":"618","rawBody":"
Ok. I suggest that you lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights].
Then make a Report Link field in All Flights and match up its Key field, probably Record ID# on the left with the [Record ID of All Flights] field in the right.
Set the form to show the embedded report details and include a copy of the of the form in the email notification.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:21212_1"},"latestVersion":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}}},"ModerationData:moderation_data:21213":{"__typename":"ModerationData","id":"moderation_data:21213","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:21213":{"__typename":"ForumReplyMessage","uid":21213,"id":"message:21213","revisionNum":1,"author":{"__ref":"User:user:37663"},"readOnly":false,"repliesCount":31,"depth":4,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:21212"},"conversation":{"__ref":"Conversation:conversation:21209"},"subject":"Re: Triggering Emails Based on Field Status","moderationData":{"__ref":"ModerationData:moderation_data:21213"},"body":"
Hi Mark,
I think I get the gist of what you're saying, but I have a couple follow up questions...
I already have a look up field in the table \"Current Flights,\" that looks up only active flights in the table \"All Flights.\" Then another look up in \"Request Log\" that looks up all the flights listed in the \"Current Flights\" table.
When you say, \"lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights]\" does that mean I need to do other look ups to the record ID?
Each form in the \"Request Log\" is for one passenger request, but I want to send an email that will show the list of multiple passengers in same flight.
Are you suggesting even though each form is for one passenger, to have a report embedded in that form that shows all passengers so far?
I think I get the gist of what you're saying, but I have a couple follow up questions...
I already have a look up field in the table \"Current Flights,\" that looks up only active flights in the table \"All Flights.\" Then another look up in \"Request Log\" that looks up all the flights listed in the \"Current Flights\" table.
When you say, \"lookup the value of Related All Flights from Active Flights down to Request Log. Call it [Record ID of All Flights]\" does that mean I need to do other look ups to the record ID?
Each form in the \"Request Log\" is for one passenger request, but I want to send an email that will show the list of multiple passengers in same flight.
Are you suggesting even though each form is for one passenger, to have a report embedded in that form that shows all passengers so far?
What would trigger the email notification?
Thank you!
\n
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Sorry correction... I'm using a QB connection to create the \"Current Flights\" table from \"All Flights\" table. Then I have a look up in \"Request Log\" to \"Current Flights.\"
Sorry correction... I'm using a QB connection to create the \"Current Flights\" table from \"All Flights\" table. Then I have a look up in \"Request Log\" to \"Current Flights.\"
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