Client access to certain quickbase records
We keep clients invoices in QB, and send them by email as PDF attachments. I would like to keep sending emails to clients, but have links to their invoices rather than attachments. Last time I loo...
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If you look at the field properties for the file attach,ent field with the invoice, you will see a checkbox
Allow access to this file attachment from a Quick Base link without signing in
So check the box and then set up an Open type Notification (which can go to any email address, not just users) and include a link in your email to the record.
There are some techniques to get the link in the email looking a bit more pretty than the usual Quick Base URL, but that is a different question when you get that first part working.
Then just figure out how you want to trigger sending the invoice. For example checking a checkbox or pushing a button.
Allow access to this file attachment from a Quick Base link without signing in
So check the box and then set up an Open type Notification (which can go to any email address, not just users) and include a link in your email to the record.
There are some techniques to get the link in the email looking a bit more pretty than the usual Quick Base URL, but that is a different question when you get that first part working.
Then just figure out how you want to trigger sending the invoice. For example checking a checkbox or pushing a button.