I have a QuickBase table with a 'Manager Approval Status' field set to 'Pending' by default. When a manager selects 'Yes' or 'No' in the approval field, the 'Manager Approval Status' field updates to 'Approved' or 'Denied.'
I want to send the manager an email notification (when the field is new or changed) where they can simply click 'Yes' or 'No' in the email to update the table automatically. How can I set this up?
Meagan,
The simplest answer is to build a formula field in the email that QB sends that would take the User to a Form where they set the Yes/No question.
Okay, that could work. I don't know how to do that though. Do you have an example?
Qrew LegendTag teaming with my buddy Don.
Here is an example of a fomula to uipdate the record and land the user on that record.
var text Approve = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & ToText([Record ID#])
& "&_fid_144=Yes"; // change field ID 144 to the field ID# of your Yes/No field.
var text DisplayRecord = URLRoot() & "db/" & Dbid() & "?adr&rid=" & [Rec ord ID#];
$Approve
& "&rdr=" & URLEncode($DisplayRecord)
But a better plce to land the user on would be a report of my Records needing approval, so that after they clicked they would land on that report and could approve or NOT approve until the report is blank.
You would send out an email Notification and inlclude a copy of the form so the manager can click the Approve button on the form..
Meagan,
Something like this would work:
XXXXX.quickbase.com/db/TTTTTT?a=er&rid=[Record ID#]&dfid=PP
The XXXXX value is your realm
TTTTT is the table dbid
PP is the form that you want the User to be on for the decision
That should put your User on the right record in Edit Mode so they can mark it and click Save.
