Creating a notification to take action

[elan_Bailey]

Hey all,

I’m trying to create a notification to get the user to take an action.
I have Parent Table: Commitments, and Child Table: Weekly Actions
I want to first check the Child table to see if any records with a particular status exist and if not send a notification.

I have two approaches in mind creating a virtual column that:
a. counts records in the Weekly Actions table with a status of 2. In Progress
OR
b. uses a yes/no expression to evaluate if there are any matching child records with the 2. In progress status

I would then create a notification workflow that checks the value of the virtual column. If the value is a. 0 or b. FALSE it would trigger the notification

Here is the expression I’ve used for Option B:

IN(
2. In Progress,
SELECT(
Weekly Actions[Status],
[_THISROW].[Plan ID] = [Commitment]),
)

I get a notice that this could be costly in terms of app sync time. Is there a better approach?

[Steve]

elan_Bailey:

I get a notice that this could be costly in terms of app sync time.

Because it’s a virtual column.

elan_Bailey:

Is there a better approach?

I don’t see a reason for a virtual column. Your workflow If this is true… condition expression should be able to make the decision without the virtual column, it seems to me.

[elan_Bailey]

Oh I wondered about that. Thanks Steve. I’ll give that a try.

[elan_Bailey]

Follow up question in the interest of getting rid of other expensive virtual columns I have in my app:
How would I write an expression that:

1. Evaluates records in the child table Ratings to see if any new entries have been created for the current week. Note I do have a week ending column in the Ratings table that sets the EOW week date to Saturday at midnight (EOWEEK(TODAY()) + 1)
2. If no, it sends a notification

I’m currently doing this using a virtual column in the Commitments table that finds the Max of Latest Ratings from a list using this expression: MAX(SELECT(Ratings[Created], [_THISROW].[Plan ID] = [Commitment]))

And then I have condition in the report that evaluates NOT([Latest Ratings] >= TODAY()-7)

Is there a way to simplify that into one condition in the Notify Report?

[Steve · Accepted solution]

Try:

ISBLANK(
  FILTER(
    "Ratings",
    AND(
      ([_THISROW].[Plan ID] = [Commitment]),
      (
        (EOWEEK(TODAY()) + 1)
        = (EOWEEK([Created]) + 1)
      )
    )
  )
)

FILTER(...) asks, “which ratings for this plan were created this week?” ISBLANK(...) asks, “were no ratings for this plan created this week?”

[Sentra_Ventures]

Supposing you use a slice containing items of the status of interest. It may have fewer records to read through preserving your sync times…

[elan_Bailey]

Thanks Steve,

This is working. I’ll keep an eye on the sync time.
This one actually did take a long time to sync but I’m assuming that will be a once a week thing when the notification is triggered.