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Automatically Sending an Exact Form in an Email

  • 1.  Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 11:27
    Hi,

    I have just created and properly uploaded an exact form for an application in quickbase. I was wondering if there was a way to make a button or possible pipeline that will automatically send an email with the completed exact form attached. By completed I mean the data fields within the exact form are filled out and not with the raw code. If it is possible, any help/explanations about how to do it would be greatly appreciated.

    Thank you!

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    Tom Leick
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  • 2.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 16:27
    Are you trying to send an email with the PDF attached? Or just the same fields that you use on your exact form, listed in the email?

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    Mike Tamoush
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  • 3.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 16:38
    with the PDF attached

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    Tom Leick
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  • 4.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 16:52
    You can send a link to the pdf in the email, but you cannot natively send the PDF as an attachment. However, I am fairly certain Juiced Technologies has an addone (I believe the Courier Addon) which does just this. Check them out, they have a lot of helpful addons.


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    Mike Tamoush
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  • 5.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 16:54
    Ok, I will check that out! Thank you!

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    Tom Leick
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  • 6.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 16:57
    Yes, Juiced has tools to both generate the PDF and also to email it. 
    But if you decide to just send a link to the PDF ensure that you check the box in the field to allow access to the file attachment without logging in.

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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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  • 7.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-16-2021 17:49
    Tom,

    I have used the Juiced solution at a couple of clients.   You will not be unhappy afterwards.

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    Don Larson
    Paasporter
    Westlake OH
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  • 8.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-17-2021 08:59
    Juiced Courier costs extra, correct? I am not authorized to make any purchases for this product.

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    Tom Leick
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  • 9.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-17-2021 09:01
    Yes, the Juiced products are 3rd party add ons at extra cost.  So you would need to make a business case for the savings to offset the cost.

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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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  • 10.  RE: Automatically Sending an Exact Form in an Email

    Posted 06-18-2021 09:54
    Tom,

    QB does an incredible number of things out of the box for a single price.  Database, integrated UI, Permission Management, System Roles, Native File Attachment, Back Ups, Email Notifications, Tech Support....   The list is longer than what I have down and with Pipelines is getting longer.

    However there is an even longer list of what it does not do.  That is often a surprise to management that expects a single software purchase to replace everything in their IT department.  They will be hard pressed to find anything better, but as the business needs evolve to ever more complex processes, the add ons and integrations are the way to go.


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    Don Larson
    Paasporter
    Westlake OH
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