creating a email button on the form

I have a form called "tickets" for the customer. The app is built for the customer service database. Everytime customer calls in, our customer service team creates a ticket that have all the informati...

Forms

NotificationsEmail

Quickbase Automations

EverettPatterso

Qrew Captain

Have you considered using Notifications? When a new ticket is created, then send an email to the email addresses in the field

What content do you want in the email or start a blank email for customer service team to fill in?

EverettPatterso

Qrew Captain

7 years ago

Here is one way to use Notification emails.

1. Make a new form, call it the Survey form and customize it with the fields you want.
2. Make a new checkbox field, call it Survey Sent
3. Make a new email Notification, when a ticket is modified and the additional criteria can be when a specific field Survey Sent changes AND Survey Sent is equal to Checked. Choose the Survey form to send with the notification and customize the email.
4. Make a new formula url button, this can be placed on the form which will mark the checkbox and trigger the notification

URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" &
    "&rid=" & [Record ID#] &
    "&_fid_305=1" &
    "&rdr=" &
    URLEncode(URLRoot() & "db/" & Dbid() &
        "?a=dr&rid=" & [Record ID#])

*replace fid_305 with your new checkbox fid

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creating a email button on the form