Notification Not Working in Child Form

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I have noticed that if I am triggering a notification and trying to send this to someone in a role (PM), the notification does not go to that person.  In this case the only issue I see is that the PM is not part of the child table field, rather it has been passed down to child table as a look up.  Is this indeed an issue? 

 

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Arshad Khwaja

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Posted 3 years ago

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There is no problem to send a notification to a user in a child table.  I would look to other causes.  Ie, the triggers you are setting are not being met,
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Arshad Khwaja

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Thanks.  I put myself in the trigger as well as used your technique to add [PM].  But the PM never received the alert. I checked the field name.  NO issue there.
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So you received the trigger but not the [PM]? What field type is [PM]
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Arshad Khwaja

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It is a user field.
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So how is this field being referred to in the Notification.  Is it being hand typed in that box, or is the Notificatiin being sent to "the user in the field xxxx"
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Arshad Khwaja

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I have hand written as I have my own name there too. .
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Did you receive the Notification?
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Arshad Khwaja

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Yes I did.
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On an example child record, is there a value in the [PM] field?
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Arshad Khwaja

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Yes it does show up one I added a column to the report.
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I'm not sure what else to suggest.  It should work.  If you like you can contact me off line via the info in my profile and invite me to the app or a copy of the app and I will have a look.
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Arshad Khwaja

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OK thanks.
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Thank you for Inviting me to the app.  I had a look at your email Notification.  This is, in fact, not an email Notification as stated in your question. It is an email Subscription.   I have never tried to use a field name as the recipient of a Subscription report, so it simply may not work that way on Subscriptions, but only Notifications.

I think that you need to restate what your objective is.  I saw in your app a report with say 20 records.  Let's say that there are a variety of [PM]'s (Project Managers) in a user field on these 20 record. Let say there were 4 different PM's each having 5 records.  Is your objective to have each only get their own records?

You see, that it why the subscription will not work with a floating [PM].

If your goal is for each to get their own, then you need to have a special report created called
MY Trolleys and Safes Due to Be Ordered

with an extra filter of
[EPM] is the current user

You will send that report to all users who are in the role Project Management.  But each EPM will only get their own records and many in that role will get a blank report, which means they will not get the email at all.
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Arshad Khwaja

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Many thanks and I do apologise for not being clear on the notification type.  So the solution you suggested the other day (adding user fields) only works for notifications only. Yes I do want to send the report to only users who are in specific role shown in the EPM field.

I can create a special report as advised. Just to be clear on the last paragraph, can I still use the subscription option? Would this still handle periodic reporting using a check box based alert I have created to be addressed to only those EPM who are listed?
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Yes, this will be a Subscription, but it will only be for those [EPM]'s. You will need to select the Role(s) to include the [EPM]'s
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Arshad Khwaja

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Mark, if the filter you suggested to be based on 'current user', this alert will only issue  when they actually log in.  That really does not serve the purpose.  I merely wanted to send a report to nominated EPMs regularly whether or not they are logged in.
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In fact the QuickBase servers will run that report and incredibly, each user will get their own different version of the report. So if that same report were sent to 100 Product managers, each report will be different.
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Arshad Khwaja

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Mark, just one little question. In the subscription notification setting, obviously I cannot use floating [EPM]. So what should go under deliver to so that it is delivered to the right role.  I did change the report to have a current user filter.
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You will need to send that Subscription to all users is the Role (and check off the Role(s) that the report is to go to.  User in that Role will not receive the Subscription unless indeed, they are the [EPM] as otherwise the report will be blank, so no email would be fired. Each [EPM] will only receive a report of their own Projects.
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Arshad Khwaja

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Great thanks.  I have added my self as an EPM to test this.
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Just btw, you are testing using that SEND TEST Subscription button.  In fact that URL can be put into a URL formula field so that if you had a reason to, you could let certain regular users push that button to force out that report Subscription to all EPMs in the middle of the day.
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Arshad Khwaja

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Thanks. That is a good tip. Where is the send test URL located?
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Everything (well like 99%) is visible in the URL of the browser wherever you are.
So when you click the button to send the "test" subscription, it will be visible.

So, for example, the URL to send Subscription # 10 would be

URLRoot() & "db/" & [_DBID_of the table name] & "?a=SendSubscription&id=10"
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Arshad Khwaja

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Thanks for the guidance. If I am not the current user, running the report or testing the subscription becomes an issue.
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true!  That Subscription will only go to the current user where they are the EPM.  But you could make a field called [Current user] with the formula User() and then add an extra filter to the report to say that also include where the current user = "Mr. Arshad" (ie your username or probably your email address)

Then you will receive the Subscription report of all the records.