Forum Discussion

ZintJoseph's avatar
ZintJoseph
Qrew Captain
6 years ago

API_EditRecord Link in Notification Not Working

I am trying to create a link in a notification to open a form so that the record can be updated. I am getting the XML response but the form is not opening. This is set up so that the record can be upd...
APIs and custom code
NotificationsEmail
ZintJoseph's avatar
ZintJoseph
Qrew Captain
6 years ago
The user is a non-user so that is why I have the apptoken and usertoken....can this be done

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Joey Zint
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
Well, you can accomplish your goal but not that way. 

You will I'll need to mirror your data using a sync table or some other means in an EOTI app. Then use an Automation to write back to the real internal App.

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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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  • ZintJoseph's avatar
    ZintJoseph
    Qrew Captain
    6 years ago
    I know that there is a way to do it natively in QB because I had an app that sent out a notification with a link to an open form so the person that got the email could click on the link that took them to a simple form to upload purchase orders. I have other emails that I set up that uses the API_EditRecord to approve billing requests. None of these people have access to our QuickBase. The issue is I disabled the PO upload because the customer rather send it via an email so that had a record of it. So I know it can be done, I just cannot remember how to do it. I have it working with the exception that it is opening the XML response and not the form. I think I need a redirect but not sure.

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    Joey Zint
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    • ZintJoseph's avatar
      ZintJoseph
      Qrew Captain
      6 years ago
      I wanted to follow up and say that I figured it out. While I had invited the Everyone on the Internet user and created a Public role and set the form for that role, I had not granted access to the tables and fields that the person would need to see....a miss on my part.

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      Joey Zint
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      If you just want an Approve button, then the API can do the edit and the Authentication is built into the URL.

      But you are now saying that you want to present a record in Edit mode so the issue will be that the Permissions are evaluated at the second that the Record is saved.  So no Permissions means no save.

      is the use entering free form data?

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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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