Forum Discussion

KathyBenjamin's avatar
KathyBenjamin
Qrew Trainee
2 days ago

Can you click on a field within an email to update a quickbase form?

Is it possible to update a quickbase application via an email?  I have a checkbox that needs to be checked and would like the user that gets the email to just open their email and click on the box.  thank you

5 Replies

  • Yes this is possible.  you would need to make a formula URL button to edit the record and check the box and then land the user somewhere after clicking.

    The first step would be to build the button and get that working.,  Then step 2 is to format the button (if you care about the format) to look pretty in an email.

    I can help you with the formula URL button if you need help with that.

  • Thank you Mark.  My code for the button isn't working.  Am I off track on this

    URLRoot() & "db/" &Dbid() & "?a=er&rid="&URLEncode([UW Reviewed Checkbox])&"&dfid=494"&"&z="&Rurl()

  • Are you wanting to land the user on the record in edit mode and have them update a field and save.  Or do you just want them to be able to click a button in the email to have the checkbox field get checked. 

  • Click the button in the email and have the checkbox field get checked.  

  • This formula tested OK.  LMK if you need help with adjusting the color or the size of the button.

     

    var text URL = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#]
    & "&_fid_355=1" // replace the 355 with the field ID of your checkbox field  
    & "&disprec=1"  // this will land the user on the record after they click.
    & "&apptoken=xxxxxxxxx"; 
    // in advanced settings for the app, you may have the need for application tokens enabled
    // I suggest that you disable this need, but if you do want to use application tokens 
    //an extra layer of security, you will need to create an applicaiton token and supply it 
    // here.


    "<a style=\"text-decoration:none; background: #1ba802; border-radius: 5px; color: #ffffff; display: inline-block; padding: 2px 2px 2px 2px; width:100px; text-align: center; text-shadow: none; border: 2px solid #1ba802; font-size: 12px \"href='"
    & $URL
    & "'>Approve</a>"