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Create email button on the form that contains long body text

QuickBaseCoach Dev./Training01-08-2019 02:23

  • 1.  Create email button on the form that contains long body text

    Posted 01-07-2019 23:30
    I want to create a email button on the form to open outloook and send directly to the customer. I use formula URL below

    "mailto:"&""&[PR - CR - Email]&"\n"&"?subject="&"\n"&URLEncode([subject1_Warranty Determination]) &""&"&body="&""&([Email body])&"&"


    The field [Email body] is a formula text. It works fine if the email body [Email body] is short, which means that I click a button, an outlook window opens up. However, I add a long body text, nothing has came up. Can anyone please advice on how to create a button email that can have a long body formatted text?

    Thank you!


  • 2.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 00:18
    You are creating a URL and URL may not have spaces or special charaters in them, so you need to URLEncode the body too

    "mailto:" & [PR - CR - Email]
    & "?subject=" & URLEncode([subject1_Warranty Determination])
    & "&body="    & URLEncode([Email body])





  • 3.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:19
    QuickBaseCoach App Dev./Training,

    I tried to add URLEncode, but the Email Outlook window still does not open up.


  • 4.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:23
    Can you post your code?


  • 5.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:28
    For the button (Formula URL)
    "mailto:"&""&[PR - CR - Email]&"\n"&"?subject="&"\n"&URLEncode([subject1_Warranty Determination]) &""&"&body="&""&([Email body1_Warranty Determination])&"&"

    For the [subject1_Warranty Determination] (Formula rich text)
    "Warranty Determination - PO#     Ticket#    Customer Name "

    For the [Email body1_Warranty Determination] (Formula Text)

    "Ticket #\nPO#\nCustomer Name:\n\nDear Service Center,\n\nGxi,  like any other manufacturer, we cover manufacturing defect. \n\nWe adopted  and follow the same process that many other manufacturers� have:\n\n1. They do not warrant products that are outside of the warranty period\n2. They do not warrant products that are customer abuse\n3. They do not warrant services that are routine maintenance\n4. They do not warranty products sold 2nd hand or through auction\n5. They do not warrant freight damage  if the customer did not note the damage at the time of delivery\n\nTicket #\nPO#\nCustomer Name:\n\nDear Service Center,\n\nGxi,  like any other manufacturer, we cover manufacturing defect. \n\nWe adopted  and follow the same process that many other manufacturers� have:\n\n1. They do not warrant products that are outside of the warranty period\n2. They do not warrant products that are customer abuse\n3. They do not warrant services that are routine maintenance\n4. They do not warranty products sold 2nd hand or through auction\n5. They do not warrant freight damage  if the customer did not note the damage at the time of delivery\n\n[IF THIS IS A MOWER] Prior to shipping, we sent _____________________ a pre-shipping notification on how to receive his mower and to note any and all damage at the time of delivery. It is to avoid freight damage issues �after the fact�.  We tested the product before it was shipped to ensure everything worked properly. He has used it extensively for commercially and has __XXX___ hours on it. See our comments below in yellow on each of the issues below: \n\nProblem 1 -  Unless there is a manufacturing defect, we do not cover this. We will cover the ignition switch as a courtesy but customer pay $16 for labor (customer covers the rest).\nProblem 2 � this is not a manufacturing defect.\nproblem 3 � this also not a manufacturing defect.\nProblem 4 -� adjustments are also not a manufacturing defect.\nProblem 5 � We may cover this as a courtesy. We will send a prepaid label to get this hydro back to determine warranty coverage. \nThis is a user issue. Customer are to follow the recommended maintenance schedule to ensure nuts, bolts, cables, are tightened. This also not a manufacturing defect.\n\nParts requested: \nXXXX - quote customer for parts and labor\nXXXXX  � quote customer for parts and labor.\nXXXXX  - We will cover the ignition switch as a courtesy but customer pays the labor.\n"


    Can you please assist?




  • 6.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:30
    I suggest that you use the formula I supplied above.

    "mailto:" & [PR - CR - Email]
    & "?subject=" & URLEncode([subject1_Warranty Determination]) 
    & "&body="    & URLEncode([Email body])


  • 7.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:33
     QuickBaseCoach App Dev./Training,

    I tried your formula but it still does not open outlook window. 


  • 8.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:35
     QuickBaseCoach App Dev./Training,

    FYI, When I delete half of the text in the body, it works.


  • 9.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:41
    An idea is to try making the Subject line not be a formula Rich Text field.   That might would tell is if that is the culprit.

    But another thing to check is that the URL you are creating is very long and if you are using Internet Explorer (IE) as a Browser it probably exceeds the limitation of the browser handke that long a URL.,  Try Chrome or Firefox and see if it works.  That would tell us if IE is the culprit.

    Other than that i would have to work with you one on one to try to solve the problem.

    QuickBaseCoach.com


  • 10.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:45
    OK, i just saw your post above.  So my guess is that you are using IE and have exceeded its URL length limitation.  The only solution is to use a different browser or to turn this into an email Notification where you send all that boiler plate in an email form that is send to the client.

    is there an attached document which is being emailed too?  is that why you are doing it this way?


  • 11.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:46
    QuickBaseCoach App Dev./Training,

    1. I changed the subject line to Formula Text but it still did not work

    2. I've been using Chrome for web browser, so IE cannot be a problem.


  • 12.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:47
    QuickBaseCoach App Dev./Training,

    No. There is no attachment in the body. 


  • 13.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:49
    Would you then consider changing this to an email notification fired from Quick Base?

    You can make up a pretty form including a company logo and use that form to email your externall client. Your inside staff can fill out the form with any special wording they want and then push a button to trigger the email notification.


  • 14.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 02:53
    QuickBaseCoach App Dev./Training,

    By doing a notification, the email is sent from a default email [notify@quickbase] or an app owner's email, which I dont want to do that because I have each employee to login under their own email so I want the email to be sent from their email. 

    Also, This is a template email for my employee to send to the customer so I want them to send what is exactly in there and do not want them to change it. 


  • 15.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 03:02
    QuickBaseCoach App Dev./Training,

    Another wyay that I also consider is that I am gonna put the body text into a HTML page. Do you know how I can get a HTML page into an email? In other words, what is the formula to get a HTML page as a body?

    Can you please assist if you know this?

    Thank you!


  • 16.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 03:19
    For a single email notification type the from email address can be from the person who last modified the record. The person who last modified the record will be the person in your company who push the button to trigger the email getting sent. The advantage of that of course is that your client can respond to the email in a normal fashion and your employee will get the email.

    As for not wanting the employee to modify the template, well if you give them a form to send the customer and you don�t give your inside Staff and fields to fill out then it will be a standard template

    As for getting HTML text into an email notification, you can configure the standard email notification to send an HTML page. There are many free websites available where you can type in Rich a text and it will convert that Rich text into HTML. Then you simply copy and paste that HTML into your email notification.


  • 17.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 03:22
    QuickBaseCoach App Dev./Training

    I am considering the notification option now. Can you please guide me on how to set it up and create an email button?



  • 18.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 04:49
    Here is some help text on how to set up an email notification

    https://help.quickbase.com/user-assis...

    You can also set up a date time field called date email sent

    You can then trigger of the email notification to Fire when the checkbook�s field is checked and you can also set up a form rule that when the record is saved and the checkbox field has changed to change the date email sent Peel to the current date and time.

    When I get a chance I will post back with the formula to create a button that will check that check box and also set the email sent daytime field to the current date and time. Meanwhile you could get the email notification built.

    Post back when you get that working and that will be a reminder for me to post the formula.


  • 19.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 13:48
    QuickBaseCoach App Dev./Training,

    I still would not know why the email button is not working. Can you please dig into this method and help me figure out why this is not working for the long text body?

    Thank you!


  • 20.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 15:14
    If you would like one-on-one assistance you would need to contact me directly at QuickBaseCoach.com

    I'm not a Quick Base employee :)


  • 21.  RE: Create email button on the form that contains long body text

    Posted 01-09-2019 15:18
    Here is an example of code to toggle a checkbox and set a date /time field to the current date time

    var bool NewToggle = not [my checkbox field top trigger an email Notification];

    var text URL =
    URLRoot() & "db/" & Dbid () & "?act=API_EditRecord&rid=" & [Record ID#]
    & "&apptoken=xxxxxxxx" // or omit this line if you have disabled the need for application tokens.

     & "&_fid_12=" & $NewToggle;
    & "&_fid_13=" & urlencode(Now());

    "javascript:" &
    "$.get('" & 
    $URL & 
    "',function(){" &
    "location.reload(true);" &
    "});" 
    & "void(0);"


    You will need to change the 12 and 13 to your own field IDs.


  • 22.  RE: Create email button on the form that contains long body text

    Posted 01-08-2019 16:01
    To answer your original question, I believe you are reaching the maximum character limit for the mailto: command via Outlook.

    Try using the email notifications as Mark suggested, copy the Send test email URL path and put that into a formula URL for your users to use as a button