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Advanced Pipeline Logic

  • July 17, 2023
  • 0 replies
  • 221 views

Okay via a pipeline, thanks to Chayce Duncan, I was able to implement the below logic. What this does is sends a report to our foreman every day at 6pm, if they have not approved a time entry. I have recently discovered that we have 30+ foreman. This of course would require us to make 30+ reports and pipelines customized to each one of them. My question now is will it be possible to take a report with all of the foreman on it and somehow dynamically filter with a single pipeline. For example the report will have the following foreman who have not made time approvals:

Chuck 

Frank

Dan

and at 6 pm each day I want to email only the the foreman's unapproved time entries to the respective foreman, so I do not want Chuck to get Frank's and etc. If someone could walk me through that logic I would greatly appreciate it. 



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William Hunter
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    • DonLarson
    • Registered
    • July 17, 2023

    William,

    I would not have the Pipeline send the email. 

    Instead I would build a Notification in the QB table to send emails to Foreman for the person on the unapproved Time Card.   This requires that in your architecture the User for the Foreman is part of the relationship down to the time card.   Here is an example

    The Pipeline would fire at 6:00 PM and go through the unapproved Time Cards and toggle a Checkbox, Email Notification, that sends the Notification.

    Your Notification then goes to the correct User thanks to the wizardry in Quickbase.



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    Don Larson
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