MikeFreyder
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Re: Pipeline triggered email notifications and permission issues
Thank you, Mark. When I manually edit my parent record, I successfully receive my email with the data. I'm the admin, so no surprise here. My coworker helping me test this manually edited the same field on his parent record and he receives his email successfully with record data in it. However, when I edit his record manually or with the pipeline, he receives the email with no record data in it. ------------------------------ Mike Freyder ------------------------------17Views0likes2CommentsRe: Pipeline triggered email notifications and permission issues
Thanks for your quick reply, Mark! I didn't clearly communicate... The permissions are not based on who last modified the record. I was just assuming that since I modified the records, Quickbase was trying to send my records to people that couldn't see them. When one of my coworkers manually edited the field that I was modifying with my pipeline, he correctly received his records in his email notification, but when my pipeline made the edit, he received the email, but containing no record info. My permissions are cascading permissions based on If(Current User = User(), "1", "0"). ------------------------------ Mike Freyder ------------------------------94Views0likes4CommentsPipeline triggered email notifications and permission issues
Hello all! I'm trying to trigger an email notification that sends each of our users/employees an email just before midnight containing all of their Time Cards back to the beginning of the current payroll period. I want this to happen at a certain time, so I thought I would use a pipeline to edit a field at 11:30 pm each night and that record modification would trigger an email notification. The modified record is a parent record and the email notification should contain all child records related to that parent that meets the criteria (pertaining to the current payroll period). The form I'm using in the notification contains two reports displaying the child records. I'm using a lookup field from the employee record to determine which of these two reports is shown in the email. All of this works to an extent. Where it breaks down is that each employee should only see their own records and when my pipeline edits the records and triggers the notifications, the emails that get sent do show the correct report based on which employee is receiving the notification, but it tries to populate my own records in it, which works for me. No one but me can see them, so the notification shows for everyone else with an empty report. I'm guessing because I'm the one that technically last modified the records. But I'd like for each employee to see their own child records. The reports are set to show records based on cascading permissions so when each employee views the report within QB they do see their own records, that works fine. Not sure if my whole method is flawed, or if I just need to build a better report or a better way to trigger the notification. Any help or insight is greatly appreciated. ------------------------------ Mike Freyder ------------------------------136Views0likes6CommentsRe: Dates Table to classify a given date multiple ways with additional special "Broadcast Calendar" need
I was able to accomplish this in Google Sheets. Not fully automated or formula-driven, but enough to where I can accomplish and move on for now. If anyone is interested, this is what I did... I populated a column with every date between 2020-01-01 and 2046-01-01 (26 years). I separated the actual Year, Month, Week, Day(date), Day(weekday M-F) into separate columns. Most of these equate to the same Year-Week-Day(1-7) of the broadcast calendar. I created columns for Broadcast Year, Broadcast Week, Broadcast Day(numbers 1-7, Mon=1), and copied the Actuals into the corresponding Broadcast columns. I made a column to flag all the Jan 1's, so I could easily jump between those rows as I move from year to year. When a Jan 1 falls on a Monday, you're golden. That's the start of a new Broadcast Year, Week, Day. When a Jan 1 was anything other than Monday, I jumped up a few rows back to the immediately preceding Monday and manually changed the Broadcast Year and Broadcast Week values where necessary. I would've liked to had figured out how to do it all with formulas, but I used just enough simple formulas to make this doable in a short amount of time, so I'll consider it a win. From here I will simply import the corresponding values into a QB table and move on. I hope this helps someone in the future. Cheers! #broadcast #Calendar #dates ------------------------------ Mike Freyder ------------------------------38Views0likes0CommentsDates Table to classify a given date multiple ways with additional special "Broadcast Calendar" need
Hello everyone! New user, first post. I'm looking for help in building a table where each record will represent a unique date and additional fields will equate each of those dates to a Quarter, Fiscal Year, Actual Year, etc... I think I can get most of that done on my own, however, I'd like a field to equate that specific date to a week of a Broadcast Calendar. For anyone not familiar, the Broadcast Calendar works like this (via wikipedia, main points below), Every week in the broadcast calendar starts on a Monday and ends on a Sunday. The key link between the broadcast and Gregorian calendars is that the first week of every broadcast month always contains the Gregorian calendar first of the month. For example, if January 1 falls on a Saturday, then the broadcast calendar year would begin on the preceding Monday, December 27. Days and weeks in a broadcast calendar are often referred to by number rather than name, as in Week 47, Day 3. I'd like to create a formula field that equates the day to the broadcast calendar equivalent of Year 2020, Week 47, Day3. This is not going to make or break my app and I'm in no rush, I just thought this was an interesting use-case that I should learn from. Thanks in advance for any help you can provide. ------------------------------ -- Mike Freyder ------------------------------82Views0likes1Comment
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