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API_EditRecord Link in Notification Not Working

  • 1.  API_EditRecord Link in Notification Not Working

    Posted 05-08-2020 19:09
    I am trying to create a link in a notification to open a form so that the record can be updated. I am getting the XML response but the form is not opening. This is set up so that the record can be updated by a user outside of QuickBase


    <a href="https://domain.quickbase.com/db/dbid?act=API_EditRecord&usertoken=xxxx&apptoken=xxx&_dfid=10&rid=[Record ID#]">Drafter Update Link</a>

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    Joey Zint
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  • 2.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-08-2020 19:18
    If you are trying to put the record into edit mode then you need this URL


    "<a href=https://domain.quickbase.com/db/dbid?a=er&_dfid=10&rid=" & [Record ID#] & ">"  & "Drafter Update Link" & "</a>"

     but the user will have to get logged into the do the Edit.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-08-2020 19:56
    The user is a non-user so that is why I have the apptoken and usertoken....can this be done

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    Joey Zint
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  • 4.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-08-2020 20:53
    Well, you can accomplish your goal but not that way. 

    You will I'll need to mirror your data using a sync table or some other means in an EOTI app. Then use an Automation to write back to the real internal App.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-09-2020 10:49
    I know that there is a way to do it natively in QB because I had an app that sent out a notification with a link to an open form so the person that got the email could click on the link that took them to a simple form to upload purchase orders. I have other emails that I set up that uses the API_EditRecord to approve billing requests. None of these people have access to our QuickBase. The issue is I disabled the PO upload because the customer rather send it via an email so that had a record of it. So I know it can be done, I just cannot remember how to do it. I have it working with the exception that it is opening the XML response and not the form. I think I need a redirect but not sure.

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    Joey Zint
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  • 6.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-09-2020 11:05
    I wanted to follow up and say that I figured it out. While I had invited the Everyone on the Internet user and created a Public role and set the form for that role, I had not granted access to the tables and fields that the person would need to see....a miss on my part.

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    Joey Zint
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  • 7.  RE: API_EditRecord Link in Notification Not Working

    Posted 05-09-2020 11:22
    If you just want an Approve button, then the API can do the edit and the Authentication is built into the URL.

    But you are now saying that you want to present a record in Edit mode so the issue will be that the Permissions are evaluated at the second that the Record is saved.  So no Permissions means no save.

    is the use entering free form data?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------