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KirkTrachy1's avatar
KirkTrachy1
Quickbase Staff
6 years ago

Creating edit buttons in your emails that look really nice

If you've ever used a custom email notification with a link that navigates you back to the original record, you'll likely see a long URL link like this below that links you back to QuickBase but in "display mode" (dr):

You can make your own link and change that "display record" (dr) to "edit record" or (er) so when clicked you become immediately productive.


While you are at creating this new link, you might consider using a pretty button rather than a hyperlink. The above video shows how you can use formula url fields and formula rich text fields to produce links and buttons that leave you in "edit record" mode and they can look very nice.


We cover topics like this in our daily "Office Hours" webinars held Monday thru Friday at 1:00 PM Eastern time. All questions, comments and suggestions are welcome. To register, visit http://quickbase.com/webinars/.

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Kirk Trachy , Senior Solutions Consultant
QuickBase | 603-674-5454 M | ktrachy@quickbase.com
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  • DonLarson's avatar
    DonLarson
    Qrew Elite
    6 years ago

    Kirk,

    Thanks for the tips.

    Any options for making the Email feature more robust and user friendly?


    I always tell the Users to email records directly from the system.  This way a manager can tell a sales rep, "Fix this today or I will fire you"

    Now there is no question about which record they are suppose to open and work on.  Unfortunately the link to the record is at the bottom  so the recipient has to scroll all the way down to get to work.








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    Don Larson
    Paasporter
    Westlake OH
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