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Edit EOTI app record

  • 1.  Edit EOTI app record

    Posted 12-18-2020 22:52

    Hi,

    We have a EOTI app that users outside QB use to create a two step international travel request.

    They are first required to complete the personal information fields on the form, including First Name, Last Name and Passport Number. This creates the record. This can be done at anytime, even up to 6 months before they want to travel.

    Then 24 hours before travel they need access the record and enter health and travel details.

    For step two we have looked at sending them a link to access the record via SMS and/or email. However there are some issues with that.

    Is it possible for them to enter their First Name, Last Name and Passport Number on the EOTI (maybe using a different form?) to retrieve their record for entering step 2 data?

    Thanks.



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    Tim Egerton
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  • 2.  RE: Edit EOTI app record

    Posted 12-19-2020 11:12

    How about you create a report with filter which requires (ask the user filter) user to enter combination of personal data , maybe Date of Birth + phone number + last name , then whichever record opens up



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    Prashant Maheshwari
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  • 3.  RE: Edit EOTI app record

    Posted 12-19-2020 12:25

     If you're interested in a solution to send out an email a few days before the travel date there is a native  technique to send out individual emails and also there is a way to send a link with an obscure URL which makes it hard to guess into other records. Normal URLs in QuickBase or suffix with  &rid=123. 

     Where 123 is the record ID number. But there is another syntax for the URL which disguises the record ID. 

     You can post back if you want to pursue that route. 



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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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  • 4.  RE: Edit EOTI app record

    Posted 12-19-2020 14:46

    I would absolutely want to know how to disguise the record ID



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    Prashant Maheshwari
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  • 5.  RE: Edit EOTI app record

    Posted 12-20-2020 15:16
    Edited by Mark Shnier (YQC) 12-20-2020 16:38

    My notifications from this forum by email seems to have stopped for some reason so I am a little slow to respond. The syntax will allow you to display a record using an obscure URL.

    URLRoot() & "db/" & [_dbid_table] & "?a=dr&r=" & QB32Encode( [Record ID#])

    Give it a try and especially at Record ID numbers above 100 it would be pretty hard to guess into other records.   I suggest actually running the number wheel up to say 10,000 or 100,000, so start high. 



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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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  • 6.  RE: Edit EOTI app record

    Posted 12-20-2020 16:43

    Hi Mark,

    Thanks. This that is very helpful.

    We have built SMS/Outlook/Facebook Messenger gateways to send out a message with a link to edit the record for the second stage response (your advice will greatly assist with this).

    However we still have some people (we are processing about 1,000 people a month through 14 day COVID quarantine) which we can't reach this way.

    We can use Dashboard search widget with exact match on First Name, Last Name, Passport No. but it only returns the record in View mode, we need it in Edit mode.

    Any suggestions?

    Thanks,

    Tim



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    Tim Egerton
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  • 7.  RE: Edit EOTI app record

    Posted 12-20-2020 16:59

    Well, the results of the search can be a four column report with the First, Last, Passport and an attractive Rich Text button inviting them to click here to edit their application.   Note also that you can have more than 1 form so you can present an alternative form with fewer editable fields for this second step editing, or use form rules to lock down editing of previously enter fields - ie you don't want then to decide to correct the spelling of the name, for example in step 2.

    Note also that I edited a response I gave above with a suggestion to run your number wheel for the Record ID#  up to10,000 or even 100,000 by importing and deleting dummy blank records.  that will make the obscure QB32Encode([Record ID#]) much more difficult to guess into unless they use an automated bot.



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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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  • 8.  RE: Edit EOTI app record

    Posted 12-21-2020 18:00

    Hi Mark,

    RTF button worked perfectly.

    Thanks

    Tim



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    Tim Egerton
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  • 9.  RE: Edit EOTI app record

    Posted 12-19-2020 12:49

    Having sensitive information like Passport Number, Birth Date, etc. held in an app accessible with EOTI permissions is not a recommended solution. It's not often that I say this, but I might suggest an alternate solution for this particular use case.

    One possibility would be to setup a Google Form that captures the needed info and sends the user an email with a link to edit the response later. You can capture the responses in Google Sheets and have that then connected to your Quick Base application using Zapier or Pipelines. While this is still not an ideal solution (anyone with the link can view/edit a response), it does provide a bit more security than an EOTI app.



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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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  • 10.  RE: Edit EOTI app record

    Posted 12-20-2020 16:28

    Hi Blake,

    Thanks for your reply.

    We are currently using Google sheets for this however we are processing about 1,000 people a month through COVID quarantine and Google sheets is not up to the task.

    We have setup SMS/email/Facebook gateways to send out a message with a link to edit the second stage response however there are some people who don't have any of these messaging services.

    Tim



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    Tim Egerton
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  • 11.  RE: Edit EOTI app record

    Posted 12-23-2020 15:11

    I've got to second Black Harrison's comment here.  It sounds like you're creating a publicly accessible database of people's names, passport numbers, and possibly health information.  



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    Nathan Hawe
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