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How can I send a notification to a specific email direction with specific data?

  • 1.  How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 10:59
    I have a need with a notification:

    Example:

    I have a field Supplier with values "A", "B", "C" and "D" ( these are emails and it is a text field )

    How can I make a notification that is sent to the Supplier "A" with the data of the records that match an specific rule in the notification, and only the records that have the Supplier "A"? ( not the records with the value "B" or "C" or "D" )

    The Supplier "B" should receive the data of the records with Supplier "B" and so on...

    Is this possible?

    Thanks a lot!


  • 2.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 11:23
    If you are okay, you can try a subscription. Create a separate report for Supplier A and then subscribe that report to Supplier B. Hope that helps.


  • 3.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 16:34
    Ok, I've tried but I have two issues:

    1 - I have a lot of suppliers, so I should have to make a lot of reports.

    2 - If I make only one report, Supplier A could see the refs of Supplier B and Supplier C... etc


  • 4.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 17:02
    Can you advise on the condition of your notification rules? Trying to understand what the triggering point of your notification is as asked by Mark below!


  • 5.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 09:29
    Yes, of course, the condition or business case is this:

    I have a text field filled with email addresses from suppliers. I need ( based on these addresses of this field ) send eamils to each supplier with information of the record(s) of each supplier. I think... maybe QB has no feature for this, because when you create a notification or subscription, you can't put as destination the content of a field...


  • 6.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 11:31
    Ummmmm... interesting... I'll try!! Thanks a lot!


  • 7.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-05-2019 11:47
    Are these Suppliers Users?

    Are they to receive an email daily or is this to be triggered when a record is edited?


  • 8.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 09:26
    Not users because there are a lot... and it is not a user field, it is a text field filled with emails ( example: supplierblabla@suppdomain.com

    The thing is... I'm not really sure if QB handles the feature to send multiple emails based on a field with specific info to each mail...


  • 9.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 09:33
    Are they to receive an email on a regular basis or is this to be triggered when a record is edited?


  • 10.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 10:04
    Ummmm... both solutions are good for me. Could be a 24-hour subscription or a multiple record notification when a record is added or modified.


  • 11.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 10:33
    Email notifications of Type Open can be sent to any email address on in an email address field type on the record.

    In the Notification setup, you can enter the field name in square brackets. If there are multiple email address fields, I enter them vertically.

    You can create an email field from a text field using a formula

    The formula would simply be the field which is a text field type now.

    I can probably help you further, if you better describe your use case. Like in plain English what are you trying to do?

    I�m still not understanding if you are trying to provide Suppliers with a daily recap in one email of, for example, all open purchase orders fir that supplier or are you trying to notify them when a record is added for that supplier.


  • 12.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 15:55
    Sure! I explain myself:

    I have one field called Suppliers. In this field I have email addresses.

    In our database we have records of products in different status ( received, not received, lacking data, etc ). 

    My business case consists on: I want to send the supplier an email with the records we have in certain status ( not received ), and in this mail, send only the products in that status and to each supplier his products and only his products. That's why I want to base the notification in the field I have with the email addresses of the suppliers. 

    The thing is that the field that contains the addresses of the suppliers have about 1000 different suppliers. So, I want that each supplier receive his email with his products in status not received. 

    The business rule to receive this mails could be one per week, one per day or even when a product is added or modified ( depending which case Quickbase allows me... maybe the second one is the best, one per day ).

    Thanks a lot and I hope I have explained myself... :-) If you need more info you only have to ask!


  • 13.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-06-2019 16:07
    O, so Quick Base does not let you send a regular overnight automatic Subscription to non users and our Suppliers are not Users.

    But you can make a Report of all Suppliers who have Open Products not received and by using a special form for this purpose include an embedded report of all Open Products.

    Then you can Make a subscription report to come to you daily.

    Then on the report you can make a URL formula button which will update a date/time field called  [date/time emailed to Supplier] with the current date and refresh the report.  The report will have a filer on it to not include Supliers emailed today.

    So each day or as often as you choose to send the report, you or someone will mindlessly click a button on a record and trigger an email to Supplier based on a Open Notification and the Notification will be set to use a specific form for this purpose.

    Once you get that working, it it becomes annoying to push the button so many time, you can contact me or another QSP who can install a script so that you only have to push the button once, to trigger separate email Notifications to all Suppliers on that report.

    If you  want to completely Automate that with no button pushes, I can hook you up with Juiced who can, for a monthly fee, completely automate this with no button pushes.

    I can help you with the URL formula button if you like.

       


  • 14.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-10-2019 14:34
    Ummmm it is a possible solution... with only one "but"... if I create a report and make a subscription, in this report will be every product of every supplier, and If we create an email for every supplier... all of them will see each other products... not only theirs, right? 

    The perfect working should be each supplier receive only his products.


  • 15.  RE: How can I send a notification to a specific email direction with specific data?

    Posted 06-10-2019 16:54
    Each supplier will receive an email Notification for only their company and with an embedded report of only their products.