Forum Discussion

BrianDunk's avatar
BrianDunk
Qrew Cadet
7 years ago

Best way to trigger notification email

I have an application that has a parent child table relationship.  After the user sets up the Shipment (Parent) they will add Items (Child) to the shipment.  The amount of items can be different every time a Shipment is created.  When the user is done adding items to the shipment I want to send an email notification.  My question is what is the best way to trigger the notification when the user is finished adding items?  I do not want to send a notification every time an item is added and sending a notification when the Shipment is set up does not actually mean the shipment is ready for processing as the user needs to still add Items to the shipment.  Any suggestions is much appreciated.

19 Replies

  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    I suggest making a formula URL button to populate a field with the current date/time. to trigger the Notification based on that field changing.  The button would be on the parent record.  I can help you with the formula if you need that help.
  • BrianDunk's avatar
    BrianDunk
    Qrew Cadet
    7 years ago
    Ok, so how would that work?  The user clicks a button, the field is updated, and because the field is modified, the notification is sent?
  • BrianDunk's avatar
    BrianDunk
    Qrew Cadet
    7 years ago
    I have a checkbox field named Shipment_Complete.  Can that be used as the modified field?  If not the current date and time field would be fine.  What type of field would that be?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    var text URL = urlroot() & "db/" & dbid() & "?act=API_EditRecord"
    & "&apptoken=xxxxxxxxx"
    & "&_fid_xx=" ToText(now());


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

    // note, if you have application tokens enabled in the Advanced Properties setting for the app, you will need to include that apptoken line

    Replace xx with the field Id of a date time field that you will use on the form to show the users when the notification has been sent.
  • BrianDunk's avatar
    BrianDunk
    Qrew Cadet
    7 years ago
    Ok so I removed the apptoken line since I am not using apptokens.

    I created a "EmailSent" Date/time field.  ID = 57

    I also created "EmailButton" Formula URL field where I placed the code and got the following:

    0


    When saving I get the following error:

  • BrianDunk's avatar
    BrianDunk
    Qrew Cadet
    7 years ago
    Sorry to be so needy...first time doing this.  Code seems fixed.

    I have the button (EmailButton) with the Code behind it and the EmailSent (FieldID=57) Date time field.  

    I have created a notification as follows:
    Notification When: a shipment is Modified and "Any of the following fields change with "EmailSent" checked.

    I click the button and nothing seemed to happen.

    EmailSent field still blank after clicking button.
  • SuryaExpert's avatar
    SuryaExpert
    Qrew Assistant Captain
    7 years ago
    I would have a field for the user to mark as "Complete", when they know that there are no more items to be added or edited and it is final. Then have your email go out when a record is modified and that field is modified and after it is modified, it is "Complete".
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    The API is failing but that javascript is hiding the error message.

    Copy the field as a test and just have this

    var text URL = urlroot() & "db/" & dbid() & "?act=API_EditRecord"
    & "&apptoken=xxxxxxxxx"
    & "&_fid_57=" & ToText(now());

    $URL


    Run that button and it will expose the error message.  I suspect that you have application tokens enabled.


    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      7 years ago
      sorry, i meant this

      var text URL = urlroot() & "db/" & dbid() & "?act=API_EditRecord"

      & "&_fid_57=" & ToText(now());

      $URL