Triggering Emails Based on Field Status
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...
Forum Discussion
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.
Thanks!
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VW
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MarkShnier__You
Qrew Legend
Qrew LegendOk. 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.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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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?
What would trigger the email notification?
Thank you!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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VW
------------------------------- MarkShnier__You
You seem to be saying this.
You have a table of All Flights.
You have a table of Current Flights which is a Connected Sync table
There is a relationship where one Current Flight has many Request Logs. These are essentially the bookings of the various passengers on a flight.
You want to trigger an email notification when a status field on the table All Flights is changed.
If that is the case then include the Record ID of the all flights table in the Connected Sync table for current flights. Call it what it is which is [Record ID# of All Flights]. Look that up down to The Request Logs table.
Then go to to the All Flights table and a Report Link field which matches up the [Record ID#] of the All Flights table with the [Record ID# of All Flights] in the Request Log table and show those Request log record directly on the All Flights form as an embedded report.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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