Include a Pie Chart in a Subscription Email

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  • Updated 1 year ago
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I have a pie chart built and would like my daily subscription email to include the chat.

When on the charts page there is no option to add a subscription

Help!

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scott

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Posted 5 years ago

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Brendan

  • 40 Points
Hi Scott,

Unfortunately this cannot be accomplished within native QuickBase. My sincere apologies for any inconvenience this may cause you.

Other QuickBase users have expressed the need for this functionality as well in our online product feedback forum, User Voice:

https://quickbase.uservoice.com/forums/111823-quickbase-product-feedback/suggestions/2905482-ability...


I encourage you to contribute to this post as we ll for our Product Development team to review. Perhaps this will become available in a future release!

Brendan
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Eric

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I am unable to access the link. It asks me to sign in (I already am) and when I enter my info it does not recognize me. I would view this as an important feature as well.
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David_In_Tucson

  • 266 Points 250 badge 2x thumb
I am also unable to open the link provided.  

- Thanks

David in Tucson
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David_In_Tucson

  • 266 Points 250 badge 2x thumb
Hi Scott,

You can make a manual work-around. 

There is a bit of set up and some daily effort to send the latest view of the Pie Chart.   Only you can tell if is worth the effort.

The work around is based on the option that Pie Chart reports can be saved as an image file (.PNG,  .JPG or .SVG).

Create a table in your App that can house image files.
  • Include a field for the uploaded image file, set this to save the number of copies that seems reasonable for your needs.
    •    You will upload the new / current image to this each day.
  • Include a checkbox to be used as a trigger for the e-mail
  • I like a multi-line text field to make comments about the image
Determine the record number where your daily image will be uploaded
Determine the field id number of the image field

Create a Notification type e-mail
  • Trigger it off of the checkbox on your Image table form
    •  (send message when that specific field changes to checked.)
  • Create a custom message to your audience
  • In the message include a link to the image (details below).
This URL will display the current version of a specific image in a record.
(It points to the place you will upload the image each day.)

https://your-domain.quickbase.com/up/your-image-table/a/r3/e6v0

Adjust the QuickBase domain and table id to match your situation.  
(Viewing your image and copying the URL from your browser's address bar will get you there.)

Change the parts after /a/ as follows:
  • r3 = record #3 (use the record where your image is uploaded each day)
  • e6 = field id # 6  (use the field ID you noted for your file upload field)
  • v0 = Version 0, the current version - use this as is.

Once you have this set up you should be able to:
  1. View the Pie Chart
  2. Save it as an image file
  3. Upload the daily image file to the specified record and field
  4. Clear the checkbox that triggers the e-mail notification
  5. Save the record
  6. Open the record for editing
  7. Mark the checkbox that triggers the e-mail
  8. Save the record

I trust this is useful.

- David in Tucson
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Jeanne

  • 30 Points
Thank you so much for posting how to set this up with so much detail!