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...
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."
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.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
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."
So the email Notification would be set up on the All Flights table
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
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Emails Based on Field 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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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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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!
\n
","body@stringLength":"1082","rawBody":"
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!
\n
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Accept to continue or {url} it directly on the provider's site.","buttonTitle":"Accept","urlText":"watch"},"localOverride":false},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL","height":1084,"width":1085,"mimeType":"image/png"},"Rank:rank:29":{"__typename":"Rank","id":"rank:29","position":7,"name":"Qrew Legend","color":"2C9382","icon":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}"},"rankStyle":"FILLED"},"User:user:12614":{"__typename":"User","id":"user:12614","uid":12614,"login":"MarkShnier__You","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2019-08-23T06:11:10.000-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/images/dS0xMjYxNC1qTzNlY2M?image-coordinates=0%2C315%2C3024%2C3340"},"rank":{"__ref":"Rank:rank:29"},"entityType":"USER","eventPath":"community:kqufx49752/user:12614"},"ModerationData:moderation_data:21215":{"__typename":"ModerationData","id":"moderation_data:21215","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:21215":{"__typename":"ForumReplyMessage","uid":21215,"id":"message:21215","revisionNum":1,"author":{"__ref":"User:user:12614"},"readOnly":false,"repliesCount":29,"depth":6,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:21214"},"conversation":{"__ref":"Conversation:conversation:21209"},"subject":"Re: Triggering Emails Based on Field Status","moderationData":{"__ref":"ModerationData:moderation_data:21215"},"body":"
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.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"postTime":"2023-04-03T06:25:00.000-07:00","lastPublishTime":"2023-04-03T06:25:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":16},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:21209/message:21215","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:21216"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:21216":{"__typename":"ModerationData","id":"moderation_data:21216","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:21216":{"__typename":"ForumReplyMessage","uid":21216,"id":"message:21216","revisionNum":1,"author":{"__ref":"User:user:37663"},"readOnly":false,"repliesCount":28,"depth":7,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:21215"},"conversation":{"__ref":"Conversation:conversation:21209"},"subject":"Re: Triggering Emails Based on Field Status","moderationData":{"__ref":"ModerationData:moderation_data:21216"},"body":"
Hi Mark,
Yes what you have described is the set up I have. I understand the steps you are suggesting.
Can you please explain after I set up these Record Field lookups, what would trigger the email notification?
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You said this:
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.\"
So the email Notification would be set up on the All Flights table
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"repliesCount":27,"postTime":"2023-04-03T11:35:00.000-07:00","lastPublishTime":"2023-04-03T11:35:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":22},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:21209/message:21217","customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:text:en_US-shared/client/components/nodes/NodeIcon-1742314867000":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/nodes/NodeIcon-1742314867000","value":{"contentType":"Content Type {style, select, FORUM {Forum} BLOG {Blog} TKB {Knowledge Base} IDEA {Ideas} OCCASION {Events} other {}} icon"},"localOverride":false}}}},"page":"/forums/ForumMessagePage/ForumMessagePage","query":{"boardId":"quickbase-discussions","messageSubject":"triggering-emails-based-on-field-status","messageId":"21209","replyId":"21214"},"buildId":"w31i-CTuzjXSDLMA_Au1d","runtimeConfig":{"buildInformationVisible":false,"logLevelApp":"info","logLevelMetrics":"info","openTelemetryClientEnabled":false,"openTelemetryConfigName":"quickbase","openTelemetryServiceVersion":"25.3.0","openTelemetryUniverse":"prod","openTelemetryCollector":"http://localhost:4318","openTelemetryRouteChangeAllowedTime":"5000","apolloDevToolsEnabled":false,"inboxMuteWipFeatureEnabled":false},"isFallback":false,"isExperimentalCompile":false,"dynamicIds":["./components/seo/QAPageSchema/QAPageSchema.tsx","./components/community/Navbar/NavbarWidget.tsx","./components/community/Breadcrumb/BreadcrumbWidget.tsx","./components/messages/TopicWithThreadedReplyListWidget/TopicWithThreadedReplyListWidget.tsx","./components/messages/MessageView/MessageViewStandard/MessageViewStandard.tsx","./components/messages/RelatedContentWidget/RelatedContentWidget.tsx","./components/community/FooterWidget/FooterWidget.tsx","./components/customComponent/CustomComponent/CustomComponent.tsx","./components/community/FooterWidgetHelpLink/FooterWidgetHelpLink.tsx","./components/community/KhorosLogo/KhorosLogo.tsx","../shared/client/components/common/List/UnwrappedList/UnwrappedList.tsx","./components/tags/TagView/TagView.tsx","./components/tags/TagView/TagViewChip/TagViewChip.tsx","../shared/client/components/common/List/UnstyledList/UnstyledList.tsx","./components/messages/MessageView/MessageView.tsx","./components/messages/MessageView/MessageViewInline/MessageViewInline.tsx","../shared/client/components/common/Pager/PagerLoadMore/PagerLoadMore.tsx","./components/customComponent/CustomComponentContent/HtmlContent.tsx","./components/customComponent/CustomComponentContent/TemplateContent.tsx","./components/customComponent/CustomComponentContent/CustomComponentScripts.tsx"],"appGip":true,"scriptLoader":[]}
Qrew Legend
