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Tag a survey note and send an email to external user

  • 1.  Tag a survey note and send an email to external user

    Posted 23 days ago
      |   view attached
    The business ask is to be able to "tag" one or more Notes on a survey form and then send that note(s) and its related information (site name, address, note type, etc.) to an email address they would type or select from a predefined list of external site contacts.

    Looking for general direction on how to solve for this.

    1. Quick Base Notification
    2. Automation
    3. Pipeline
    A rough mock-up of form is attached.

    Thanks in advance.

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    Paul Agnew
    IT Manager
    Peak Properties
    CA
    9494070409
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