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