Forum Discussion

LeeNoble's avatar
LeeNoble
Qrew Trainee
9 years ago

Creating Invoices as Attachments to Emails from Quickbase - Is it Possible?

We are interested in sending invoices to our customers from Quickbase.  Our thought is to attach an already created invoice to an individual QB record.   We would use a Quickbase notification to send ...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
9 years ago
Lee,,

There is another option for you to consider which has not been raised so far on this discussion three.

 There's a checkbox to click on he field properties your file attachment field. If you check the box it will enable that file attachment to be downloaded without the user logging in  to  QuickBase  

Then there is a way to format an attractive link which you can include in your automated email which says  "Click here to download your invoice".
  • PatrickPatrick1's avatar
    PatrickPatrick1
    Qrew Trainee
    9 years ago
    Can you elaborate on this?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    What is your question?
  • PatrickPatrick1's avatar
    PatrickPatrick1
    Qrew Trainee
    9 years ago
    How do I enable a download of say a pdf file via your suggestion above as opposed to a link to a file on quickbase where it's viewed in a browser and the recipient can see a quickbase url? And thank you for responding. 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    On the file attachment field there is a checkbox called 

    Allow open access    Allow access to this file attachment from a QuickBase link without signing in

    You can make a URL formula field like this

    URLRoot() & "up/" & dbid() & "/a/r" & [RecordID#] & "/e30/v0"

    where 30 is replaced by the field ID# that holds the attachment.

    Give the field a link name like "Click here to access your invoice"

    Then you can make an email Notification of Type Open and include that field in the body of the email.  Then whoever receives the Notification can click the link to get the file.