Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoI 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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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
5 years agoQrew 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__You5 years ago
Qrew 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.
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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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