KimRavizza
Qrew Cadet
Joined 7 years ago
User Profile
User Widgets
Contributions
Jira Assignee
Good morning, I've created a pipeline to create a Jira story when an issue record is created in QuickBase. Most of it is working, but I can't seem to get the Assignee and the Reporter fields to work. I'm thinking it is because they are user fields? Is there something I need to do to convert the QuickBase data to what Jira needs in these user fields? I've tried using each of the options (email, first/last name, screen name) but it just appears as blank in the Jira ticket. Thank you!Re: Grid Edit and Search & Replace at Report Level
Thanks Mark. As always, you've come to my rescue with your genius. I've never worked with permission rules, so you've opened my eyes. This works perfectly! Thanks again and have a great day! ------------------------------ Kim ------------------------------Re: Email Notification to send when a checkbox is checked
Thanks Mark, So, I want to look for all records where the TR1 reminder date is equal to today, but I can't see how to do that. What am I missing? I don't see an "Equals" or "Is" option. Is there another way to search? Thank you, ------------------------------ Kim ------------------------------Re: Email Notification to send when a checkbox is checked
Thanks Mark, Got it. As I was typing, I was thinking that was the case. So if I ran a pipeline every morning that checks for records with the send date of today and sets the checkbox to true, would that work? I'd make the "send today" checkbox just a checkbox, rather than a formula checkbox. Does that count as making an actual update to the record? ------------------------------ Kim ------------------------------Email Notification to send when a checkbox is checked
Good morning, I've set up an email notification to send when my "TR1 Send Reminder Today" checkbox is checked. Here are my fields: TR1 Send Reminder Today formula checkbox: If( =Today(), true, false ) TR1 Reminder date formula date: WeekdayAdd(, -3) TR1 Reminder Email Sent On Date/time The TR1 reminder date is set to 3 business days before the TR1 Site Survey Date. Once the TR1 reminder date is "Today", the TR1 Send Reminder Today checkbox gets checked. This change to the record should fire off the email and trigger my pipeline to populate the TR1 Reminder Email Sent On Date/time. I had thought that it would fire just after midnight, as soon as the checkbox was checked, but it didn't. This morning, the checkbox was checked, but the email didn't send. The pipeline didn't fire either. This morning, I blanked out the TR1 Site Survey date, saved the record, re-input the date and saved the record. This fired the email and the pipeline. I guess my question is, is the change of the checkbox from false to true as a result of the formula not considered an actual change to the record? I've set the email to send when: A store is modified Any of the following fields change TR1 Send Reminder Today AND when the following conditions are true after the change: TR1 Send Reminder Today is equal to checked Thank you, ------------------------------ Kim ------------------------------New Form - form rule to show section after saved and validated
Hello, I'm trying to show a "thank you, we've received your order" section once all the required fields are filled in and the user hits "save". I've set up a form rule for the section, but the "Run this rule when someone saves a record after validating" is greyed out. I'd be happy to display a message rather than show the section, but the option is still greyed out. Any suggestions are appreciated! Thank you, ------------------------------ Kim ------------------------------
