Forum Discussion

KarenHenke's avatar
KarenHenke
Qrew Cadet
12 years ago

How do I create a button to initiate an email from Outlook?

I would like to create a button to add to a form that would initiate a standard email from Outlook to another QB user. The email should send a copy of, or a link to, the record being displayed in the...
Forms
NotificationsEmail
Tables and fields
MarkShnier's avatar
MarkShnier
Qrew Cadet
12 years ago
This is an example of a URL formula field to invoke the user's default mail client.  The are some lines commented out that would turn it into a formula-text field as an href type link.  But in the new UX when you click those on a report the record also opens up, which is most confusing to users.

... Anyways, here is an example.  You should URLEncode anything from a field that might have spaces or special characters.


//"<a href=\

"MailTo:customerservice@gesco.ca"

// the above text invokes the mail client, and creates the TO line

&"?subject=Quick Specials Order"

// the above text does the subject line, below that is the body
// the %0A is a line feed type indicator.

&"&body=Attention SHNIER Customer Service, please order the following for me "
&"%0A%0A"&[Specials List Category - Accessories Group]


&"%0A"& URLEncode([Description])

&"%0A"&"Item Code: " & URLEncode([ITEM#])
&"%0A" & "Price is " & URLEncode([Price & Comment])
& If([Cuts OK?]="OK", " (Price is $1.25 extra for cuts)")
& If([Rolls Only?], " (no cuts allowed on this item)")

&"%0A%0A" & "Qty is " & [Qty Available]  & " U/M is "  & [UM] & "  (Edit Qty as necessary)"

&"%0A%0A" & "My Store name is :"
&"%0A%0A" & "My Tel number is :"
&"%0A%0A" & "My name is :"
&"%0A%0A" & "My Purchase Order is:"
&"%0A%0A" & "My Ship date is:"
&"%0A%0A" & "Special Instructions:"

// OK the URLEncode function is required because putting certain special
// characters into the HTML messed it up.  So, since you can't directly
// put an = or & into the string, you need to use the URLEncode function.

&"%0A%0A" & "(Internal use information follows)"
&"%0A" & "Locn: " & URLEncode([Location])
&"%0A" & "Serial: " & URLEncode([Serial#])
&"%0A" & "Shade: " & URLEncode([Shade])

&"%0A%0A" & "Here is a Query for the Item in Quick Specials"

&"%0A" &"https://gesco.quickbase.com/db/xxxxxxxx?a";
& URLEncode("=")& "q" & URLEncode("&") & "qid"
& URLEncode("=") & "65" & URLEncode("&") & "nv"
& URLEncode("=")  & "1" & URLEncode("&")
& "v0"& URLEncode("=") & "Item" & URLEncode([ITEM#])

 
// This last bit creates the words for the link that you click.

//&"\">"&"<b>Order by Email"&"</a>"
MichaelMichael3's avatar
MichaelMichael3
Qrew Trainee
7 years ago
This works:

// create 3 text variables then execute them in order

// first variable holds the email address & content

var text URLONE = "MailTo:" & URLEncode([EmailAddressFieldName])

&"?subject=TYPE YOUR SUBJECT HERE"

&"&body=TYPE THE BODY OF YOUR EMAIL HERE, IF YOU INCLUDE FIELDS, DO IT LIKE THIS:�

& URLEncode([FieldName])

& "MORE EMAIL BODY UNTIL YOU�RE DONE, THE NEXT BIT IS HOW TO CREATE CARRIAGE RETURNS IN THE EMAIL BODY:"

&"%0A"  // this makes a carriage return

&"%0A";  //make sure to include the semicolon to end the variable declaration statement

 

// this is a little bonus, it checks a box on the record that indicates you�ve sent the email (so you remember not to send it twice)

var text URLTWO = URLRoot()

& "db/"

& Dbid()

& "?act=API_EditRecord&"

& "rid=" & URLEncode([Record ID#])

& "&_fid_91=1"; // this is the checkbox field ID, and you set it to equal 1, which is TRUE or Checked

 

// this re-loads the page when you�re done

var text URLTHREE = URLRoot()

& "db/"

& [_DBID_CAMPAIGNS] // replace with your table ID name

& "?a=dr&rid="

& [Related Campaign]; // id of the table you�re redirecting to (the button on this case was on a child record, therefor the �related� part...

 

// this �runs� the script: checks the box, then reloads the page, then sends the email, in that order

$URLTWO

& "&rdr=" & URLEncode($URLTHREE)

& URLEncode("&rdr=" & URLEncode($URLONE))