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How can I create a button that will trigger an e-mail of an entire form to a specific client?

  • 1.  How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 05-31-2017 14:34
    How can I create a button that will trigger an e-mail of an entire form to a specific client? Also, how would I do the same in order to e-mail an HTML page converted to PDF format? 

    I'm trying to create a button under my Sales Orders table, that when you click on it, the customer will receive an Order Confirmation, which is just another form under a different URL but related through the same record id. 
    I'm also trying to do the same thing but instead of a form, it would e-mail the html page that was created in order to send a Bill of Lading. 
    Any help would be greatly appreciated. 


  • 2.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 05-31-2017 17:07
    PDF format is tricky but as to the first part of your question - you can create a "Sent to Customer On" Date field and use a button with an API_EditRecord to populate it.  You'd create an Email notification on that table which fires only when the "Sent to Customer On" field as been updated. 


  • 3.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 05-31-2017 17:12
    Note that when a Notification is fired and there are multiple forms, you get to choose the form to use in the Notification.

    If you do need a PDF, then that is not currently native functionality.  I have all my clients use the Juiced Exact forms plus tool for that and sometimes in combination with their courier tool.  http://www.quickbasetools.com/exact-forms-plus

    They can help you with that or other QuickBase Solution Providers like myself can.


  • 4.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 05-31-2017 17:16
    Also Pedro this is assuming that the Customer Email is already available as a field on Sales Order table.


  • 5.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 05-31-2017 18:38
    Thank you very much guys. I will give it a try on both. 


  • 6.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 07-14-2017 15:45
    Hello guys, 
    I was able to make this work, but I can't send the notification e-mail to customers that are not Quick Base users. Is there any work around this? 


  • 7.  RE: How can I create a button that will trigger an e-mail of an entire form to a specific client?

    Posted 07-14-2017 15:47
    When you first make the notification, you have to choose the "Permission Type".  Choose Open