Setting up a Subscription | BEGINNER

Subscriptions allow you to send a report to yourself or others on a regularly scheduled basis.

✓ Email a report of unapproved time-off.

✓ Email a report of open projects.

✓ Email a list of tasks with a status of ‘in-progress’.

Let’s say you’re a project manager and would like to have a list of tasks with a status of ‘in-progress’ emailed to you on a daily basis so everyone can have their finger on the pulse of the project.

1. Start by going to the table where your task records are contained. Then, click the ‘Settings’ link in the upper-left corner of the page
2. Once there, find the option for Notifications, Subscriptions, and Reminders.
3. Click ‘New’ and a pop-up box will appear. Select ‘Subscription’ and click the button labeled ‘Create’.
4. You will now be presented with a few simple options to configure your subscription..
5. Subscription Name: Enter a name for your subscription.
   • Select Report: You can select from any report in your table
6. Deliver by Email: Select the frequency the email is sent – in this case daily.
7. Deliver To: Select the recipient of the email. In this case I chose myself. If you wanted to add yourself, as well as additional team members to your subscription, choose the option ‘A list of users” and enter the individual emails of the intended recipients

1. You may also customize the email your recipients receive by updating Email Options.
2. Change the ‘From Address’ to control the sender listed on your subscription email.
3. Edit your email subject line or message text.
4. Send your email with the report embedded inline, or change this default option to attach either a PDF or CSV files (This option can be particularly useful if you want to send files to a storage folder or other system via email).

For more information regarding triggered emails in Quickbase, checkout our articles on Notifications and Reminders.

• Author: Jake Rattner
• Email: jrattner@quandarycg.com
• Date Submitted: 12/11/2017