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MichaelTamoush's avatar
MichaelTamoush
Qrew Captain
5 years ago

Button to open email client and populate fields (including a report link)

I am trying to make a button that will open our email client (Outlook), and fill out the recipient from a QB field, and the subject, as well as populate the body with a report link.

I found an old app from l think like 2013 called Tutorial-One Click Button for Outlook. Does anyone know if this is a good resource, or have suggestions for updated resources on how to accomplish this?

Or is there a simple native way now? (To be clear, I don't want to fire a notification, I want the client to open so the user can add to and modify the email and then send).

Update: This old Sample App still works great, however does anyone know if there is a way to bring a report link in (or an image of the report link? Something?)?

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Mike Tamoush
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  • BlakeHarrison's avatar
    BlakeHarrison
    Qrew Captain
    5 years ago
    Creating a mailto link is really the only way you'll be able to do this natively. And that would only work for text. If you want to stick with native functions, you may want to explore options using the Email notifications or Pipelines. Email notifications can be used to generate an email based on a trigger and you can create really nice emails this way, though they're still coming from Quickbase. Pipelines, though, has a connector to Outlook that you may want to explore. This would be able to connect to your email and send using your email account, rather than the Quickbase email service.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quickbase Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      Mike, you will need to make a combined text summary field of the child records email addresses.  The combined text summary only works on text type fields, so you will need to convert them to text fields.

      The after rolling them up, you will need to use SearchAndReplace to make a string that the mailto will accept in the TO box.

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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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      • MichaelTamoush's avatar
        MichaelTamoush
        Qrew Captain
        5 years ago
        Thanks all. Knowing it's text only situation, I was able to play around and make something work. I did find out that if you an apostrophe in your text, it messes with things. It will stop right at that apostrophe and not include any further text in the body of your email.

        I did a searchandreplace and removed all apostrophes, but does anyone have a better solution?

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        Mike Tamoush
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