Automating Manager Approval via Email
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...
Forum Discussion
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?
- MarkShnier__You
Qrew Legend
Tag 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..
I think I understand. This is out of the realm of things I have done in QuickBase but I will work on it. WIll I need an app token for this?
I like Mark's workflow better than going to a single form.
