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Question

One notification when certain criteria are met of all records

  • June 18, 2019
  • 0 replies
  • 24 views
My company uses Quickbase for timekeeping and to process payroll... It's been requested if a notification can be sent out when all timesheets for the current time period have been approved.

Obviously we don't want to send a notification for each individual timesheet... but we also only want to trigger for current time period.

    You can make a helper table with just 1 record in it.Call the table Timesheet Counts.  The Record ID# will be 1.

    Make a formula numeric field on the time sheets with a formula of 1 called [Link to Time sheet Counts].

    Make a summary of the # of Open Time sheets Waiting Approval and # of Approved Time sheets.
    Look up # of Open Time sheets Waiting Approval down to the time sheets.

    now, make a Notification to fire when the time sheet status becomes approved and the [# of Open Time sheets Waiting Approval] = 0
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