Forum Discussion

PaulPeterson1's avatar
PaulPeterson1
Qrew Assistant Captain
5 years ago

Combine multiple RTF fields in one notification

I need to send out a notification that has a couple challenges.  First, I want the email to contain some standard text, a summary of some of the fields in multiple records, then some more standard text.  Additionally, I need to attach a pdf file that is a combination of a rtf field in each record.

The output email body should look something like:

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur sodales ligula in libero. Sed dignissim lacinia nunc.

 

Field 1

Field 2

Field 3

Field 3

Field 4

Field 5

Curabitur

Aenean

scelerisque

Maecenas

Morbi

Quisque

tortor

neque

Suspendisse

metus

ullamcorper

Vestibulum

Pellentesque

feugiat

Nulla

euismod

semper

Praesent

 

Integer lacinia sollicitudin massa. Cras metus. Sed aliquet risus a tortor. Integer id quam. Morbi mi. Quisque nisl felis, venenatis tristique, dignissim in, ultrices sit amet, augue. Proin sodales libero eget ante. Nulla quam. Aenean laoreet. Vestibulum nisi lectus, commodo ac, facilisis ac, ultricies eu, pede. Ut orci risus, accumsan porttitor, cursus quis, aliquet eget, justo.

Any suggestions?



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Paul Peterson
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  • I have a two-part answer. To answer the second question first, QuickBase notifications do not support sending out attachments. So if you really want to do that you need to use a third-party add on such as the product called Courier from Juiced. https://www.juicedtech.com/courier 

    There are probably other products out there but that is the one I normally use. 

    As for advance for meeting on the email notification itself, but I suggest you do is open up a word document and you should be able to make anything fancy like a table within that word document and where you have fields to be inserted put the field names and square brackets as if they were in a formula box and QuickBase. 

    Then you need to convert that to HTML.  What I do is to create a page in quick base of tape rich text and paste in that word document with a copy paste.  I then save it, and then view it again but toggle the switch to expose the HTML.  Then copy and paste that HTML back into your email notification.  

    So the point is to keep your golden copy of the email notification as a page and use the QuickBase page as an engine to create HTML. I'm sure there are other ways to create HTML from a word document but this seems easy to me as it's all self contained within QuickBase and you remember where the document is stored.  


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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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    • PaulPeterson1's avatar
      PaulPeterson1
      Qrew Assistant Captain

      Thank you Mark,

      One item I realized that I omitted, the number if items in the table is dynamic based on the number of records in a report.



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      Paul Peterson
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        .... Then you will have to include an embedded a table in your email notification.

        One way to do that is to treat the top part of your form as an HTML message and then set the notification to include a copy of the record but use a form that only has an embedded report of the child records in it and nothing else.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------