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Re: Triggering Emails Based on Field Status
Hi Mark, Appreciate you walking me through the steps more. Pipelines are still pretty new to me. I've been able to do the first part. Here is my Step A: For B, this is what I've done so far: Is this correct so far? When you say, "limit the search to where the related flight is ... and then drag down the record ID from step A into the box," do I do that with a condition? The limit box there only specifies a number. When you say, "It will give you a For Each loop automatically after the Search. Then drag across an update Record step in the for each loop to update the children to set the date time trigger for email to the current date time dragged down from the step A" I'm guessing that means in this portion below to add a sub-step to update the record related to that Rlated flight. Thank you! ------------------------------ V W ------------------------------Re: Triggering Emails Based on Field Status
OK so first I create two fields: 1. In the child table called "date time to trigger email" 2. In the parent table called "current date time" with formula of Now() Then I create a Trigger Pipeline that: A. Record Updated that is not triggered on any field, but triggered on "Flight Status" Advanced Query = "Final" (not sure if this is right, but I'd like to specify that it is triggered when that field has "final") B. Then Update record. For some reason it won't let me pick the child table, it only shows this: If I get the logic, and above did work, I'd update the child table "date time to trigger email" with the info in the Parent table "current date time." Do I set up another pipeline that triggers an email when the Child table is updated in "date time to trigger? Or what would trigger the child table records having emails sent out? Thank you! ------------------------------ V W ------------------------------Subscription Email Contact
Hello, I'm building an app for another department, which will have some information be sent externally. The subscription emails have on the very bottom. "This is an automated email from a Quickbase application. If you feel that you received this email in error, please contact the application's manager, xxx@xxx.com." Right now, my email address is listed there since I built the application. Is there a way to remove my email address from that? Since I won't be the user of the app, I don't want these external people having my contact. Is there a way to have the subscription email without any contact there? If we can't issue a license to a general email distribution address, then I have a feeling any individual would feel the same as I would. Thank you. ------------------------------ V W ------------------------------Re: Triggering Emails Based on Field Status
Hi Mark, Right now, I have the "Flight" table and "Request Log." There's a relationship to bring the Record ID from the "Flight" table to the "Request Log" table and report link to tie the two together. I have a notification email that triggers when the flight status on the "Flight" table is changed to "Final" and pulls the passenger list from the "Request Log." On the "Request Log" table, I also have two other fields; Seat granted (checkbox) and email address. I'd like to also send an email to the address in the email address field when the "seat granted" checkbox is checked AND the "flight status" is changed to "Final" on the "Flight" table. I'm tripping up how to trigger that email, but yet email the address in the Request Log table. Because, if the trigger is saving the status to "Final" on the Flight table, I'm not sure how to send the email to the individual listed in the "Request Log" table.Re: Triggering Emails Based on Field Status
Hi Mark! I've gone back and cleaned the app up a bit... or rather rebuilt it now that I've had more time to think it through to clean it up and remove redundancies. I have two tables, "Flights" and "Request Log." Same concepts, the different flights get listed in "Flights." There is a report in "Flights" for "Current Active" flights. "Current Active Flights" will be a lookup in "Request Log." I have a relationship where the Record ID in "Flights" is looked up in the "Request Log" and a Report Link from "Flights" to "Request Log" on that Record ID. I also have a mini form created in "Flights" that pulls the passenger records in "Request Log" using the Report Link field. The notification email I have set up is set to trigger when the Flight Status is changed to "Final." Right now, it pulls any passenger in the "Request Log" associated to the Record ID report link... I'd like to take it a step further and pull all passengers from the "Request Log" with that Record ID, but also only those passengers that have "approved" in the "Passenger Status" field. Essentially, we'd take a reservation and the passenger would have to go through a clearance process, like TSA. If they are approved and the flight is "Final" then those names be entered in that notification email. However, if they are "Denied" at TSA, then I don't want that record to show up in the automated email. I want the email to only show approved passengers. Would creating a report with only "Approved" passengers be best in the "request log" table or maybe a concatenated formula field that combines the status of the passenger and the record ID? Thank you! ------------------------------ V W ------------------------------Is Not Null
Hello, I'm looking for some help using if( not is null)... I have a field called "Seat #" and another called "Verification Cleared?." "Verification Cleared?" is multiple-choice that can have the response of "N/A," "Approved," "Denied," or "Pending." I'm trying to create a formula that says if "Seat #" is not null and "Verification Cleared?" = "Pending" to be called "Incomplete". Or if "Seat #" is not null and "Verification Cleared?" = any of the other options in the M/C to be called "Complete." This is what I currently have: ToText(If(not IsNull([Seat #]), "", [Verification Cleared?] = "Pending", "Incomplete", "Complete")) I added the "ToText" because it was giving me the yellow highlight for "Seat #" that it was expecting a date or number. When I have it as the formula I have now, it just comes out blank. The formula will work if I just have it If(IsNull), but it will still have that yellow highlight for Seat #. What should I change to make this work? Thank you! ------------------------------ V W ------------------------------
