Forum Discussion

KatherineOakey's avatar
KatherineOakey
Qrew Member
4 years ago

What am I missing with open email notification to an external Email field

The fields for the notification get changed (there are 3 fields with ANY/OR). The notification is permission 'open' Notify Whom is a Email field in the table. Message type is custom. I am ...
NotificationsEmail
Quickbase Automations
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
If you are using an Automation to do a mass update to trigger a whole bunch of email Notifications I believe that the system considers this to be a multi record change. As a result your notification is only triggering on a single record change. So the notification will not fire.

However if you did the same mass update using a pipeline then the system will see those individual record changes and fire your individual email notifications to your external recipients. 

You can try pushing the button to convert your automation to a pipeline and see if it can be automatically migrated.  If not then you will have to build a pipeline from scratch yourself.   Note that once you create the pipeline you will have to check to make sure the Pipeline is turned on and make sure that the automation is replacing is turned off.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • KatherineOakey's avatar
    KatherineOakey
    Qrew Member
    4 years ago
    Hummm...

    The Automation checks a box if a date field = a specific date in the future so, yes, more than one record could have its check box set to 'checked'.

    I didn't think I was doing a 'multiple' record check although yes, more than one record could be checked with resulting notification.

    I'll give the Pipeline a whirl.  I don't know pipelines well yet and couldn't figure out how to do this in a pipeline but yup, see if the migration can figure it out :)

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    Katherine Oakey
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    • KatherineOakey's avatar
      KatherineOakey
      Qrew Member
      4 years ago
      I don't think it migrated to a pipeline successfully.

      I'll have to puzzle through what this Pipeline does (it's using terms like 'Upset' that I've not seen/heard before).

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      Katherine Oakey
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      • KatherineOakey's avatar
        KatherineOakey
        Qrew Member
        4 years ago
        NB, it also says 'invalid date' for the migration date from Automation to Pipeline.

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        Katherine Oakey
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  • KatherineOakey's avatar
    KatherineOakey
    Qrew Member
    4 years ago
    I've done more poking...

    Even though a Bulk Upsert block is being used, as long as it is nested in a For Each block I should be good with getting an individual record update and the resulting external Notification to an external user Email field?

    I have 3 automations, two of which have run for this event but I can update the one that should run tomorrow morning and see what happens :)

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    Katherine Oakey
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      A Bulk Upsert will be a mass update, so you don't want that.  You just want to search the records for the qualifying records and then 

      FOR EACH

      do the update.

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        The Automation  probably migrated in a way that was most efficient for QuickBase to process.  That would be to use the Bulk Upsert.

        But it will not meet your needs. So you will not be able to use the method that the migration tool suggested.

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        Mark Shnier (YQC)
        mark.shnier@gmail.com
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  • KatherineOakey's avatar
    KatherineOakey
    Qrew Member
    4 years ago
    Why does the 'Last Completed Migration' have an invalid date?

    Does that mean it didn't migrate successfully?

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    Katherine Oakey
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