I'm having a few issues that I'm trying to solve for a few different apps both around email buttons and sending form information.First, I have a Job Site Inspection Form that I wanted to create a button for that would allow the form to be emailed to a user from a drop down. I know how to configure the email drop down, but wasn't sure how to create a button based off that drop down and not just create a notification off of the "Save & Close" button.The second is for a CRM I'm working on and a quote request form within it.I was wondering if there was a way to replace the Save & Close button on a form or if I can change it to "Save & Send". Basically I need a way for the user to save the form and also a way for the user to send the form to multiple users including themselves on CC when a checkbox is selected.I've figured out the notification to send a copy of the form upon clicking the "Save & Close" button and know I can add additional stipulations like if a checkbox is selected but I'm having a hard time stringing it all together.------------------------------Peter Gacek------------------------------

Hey @Mark Shnier (YQC),You had helped me with my issue last week getting tables to connect and said if I had some specific questions about making a particular URL formula then I could post back here. I didn't want to clog the other thread but I'm still struggling with creating a formula that emails the inspection form.I've looked through magic buttons and a few other discussions here and found this was the closest to my issue: "https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=dfc64d97-84cf-41a4-bdcf-92cb43487a33&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer"I downloaded Magic Buttons but don't see much specific to emailing a from but I could be misunderstanding. What I'm trying to achieve is a button on the same quote request form that will send the form to a specified user from a dropdown with the last modified on copy of the email. I'd like to do the same for a Job Site Inspection form app I created but I need to rebuild that app in the CRM as it currently doesn't have Record ID# to call from.I'm trying to understand and figure out the formulas but so far what I've come up with based on the previous discussions I read:URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&dfid=32"& "&tolist=" & [Send quote to:] But it's showing up as a link and not a button and it doesn't like that my [Send quote to:] is a user field. I know I'm a bit far off here but any direction you could point me in would be greatly appreciated. ------------------------------Peter Gacek------------------------------

np,If you are now saying that it works then and your only problem is that you want it to appear as a button as opposed to a link then you can edit the field properties for that URL formula field and use the checkbox to display as a button and choose a colour for the button.There is not a way to configure the "cc". but to can include the [Last Modified by] as a TO: recipient.URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#]& "&tolist=" & List (",", UserToEmail([Send quote to:]), UserToEmail([Last Modified by]))------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

re:Are you trying to trigger an Email Notification or are you trying give the user a short cut to using the email button which is on a record and just trying to help them by populating the To Field.I suggest that you read up on Email Notifications. https://help.quickbase.com/user-assistance/creating_custom_email_tips.htmlMaybe that is what you really wanted all along.Then we can make a button to create a change in the record which would trigger the email notification.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Mark,I'm thinking his error message is due to the fact that when it's a new entry, there is no record ID, and so when he uses the GenEMailRecord, it has nothing to grab. Possibly?He could use rich text field and do the new savebeforenavigating, with the %%rid%%.....?------------------------------Mike Tamoush------------------------------

Peter, You should set that button to only show in Edit or view mode on the form, but not Add mode. It will not work if you have not saved the record.The record does not exists if you have never saved it. So you cannot email a record which does not exists.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

How to Add an Email/Save Button To a Form

26 Replies

PeterGacek
Qrew Cadet
4 years ago
Hey @Mark Shnier (YQC),

You had helped me with my issue last week getting tables to connect and said if I had some specific questions about making a particular URL formula then I could post back here. I didn't want to clog the other thread but I'm still struggling with creating a formula that emails the inspection form.

I've looked through magic buttons and a few other discussions here and found this was the closest to my issue: "https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=dfc64d97-84cf-41a4-bdcf-92cb43487a33&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer"

I downloaded Magic Buttons but don't see much specific to emailing a from but I could be misunderstanding. What I'm trying to achieve is a button on the same quote request form that will send the form to a specified user from a dropdown with the last modified on copy of the email. I'd like to do the same for a Job Site Inspection form app I created but I need to rebuild that app in the CRM as it currently doesn't have Record ID# to call from.

I'm trying to understand and figure out the formulas but so far what I've come up with based on the previous discussions I read:

URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&dfid=32"
& "&tolist=" & [Send quote to:]

But it's showing up as a link and not a button and it doesn't like that my [Send quote to:] is a user field. I know I'm a bit far off here but any direction you could point me in would be greatly appreciated.

------------------------------
Peter Gacek
------------------------------
- MarkShnier__You
  Qrew Legend
  4 years ago
  Are you trying to trigger an Email Notification or are you trying give the user a short cut to using the email button which is on a record and just trying to help them by populating the To Field.
  
  If the latter, then the formula would be
  
  URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#]
  & "&tolist=" & UserToEmail[Send quote to:])
  
  ------------------------------
  Mark Shnier (YQC)
  Quick Base Solution Provider
  Your Quick Base Coach
  http://QuickBaseCoach.com
  mark.shnier@gmail.com
  ------------------------------
  - PeterGacek
    Qrew Cadet
    4 years ago
    I'm trying to give the user a short cut to using the email button on a form and want it to populate the To Field AND have the "Last Modified by", on copy for the email if it's possible.
    
    I tried your formula and it gives the error "The field [Send quote to:] is not compatible with the parameter field type" and won't let me save due to a missing parenthesis. I put one in after the UserToEmail so the formula reads:
    
    URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#]
    & "&tolist=" & UserToEmail([Send quote to:])
    
    which allows me to save the Field's properties but it's showing up as a hyperlink on my form when I save and load it.
    
    ------------------------------
    Peter Gacek
    ------------------------------
DwightMunson1
Qrew Assistant Captain
4 years ago
I have a similar issue to this one, and am in need of assistance.

QuickBase doesn't seem to have much, if any, documentation on GenEmailRecord.

This is my formula, and it works:
URLRoot() & "db/bi9wyxbah" & "?a=GenEmailRecord&rid=" & [Related Schedule]
& "&tolist='email addresses'"

However, I would also like to pre-populate the subject. I've tried:
"&subject='value'"
"&personalsubject='value'"
"&emailsubj='value"
"&emailquerysuj='value'"
"&emailsubject='value'"

I tried to look at the page source for sending an email, with no dice. I poured through everything I can.

------------------------------
Dwight Munson
------------------------------
- MarkShnier__You
  Qrew Legend
  4 years ago
  @Dwight Munson It's hard to prove a negative, but the only parameters I know to work is for the to box, and &dfid to set the form ID.
  
  ------------------------------
  Mark Shnier (YQC)
  mark.shnier@gmail.com
  ------------------------------

Forum Discussion

How to Add an Email/Save Button To a Form

26 Replies

Related Content

New Form Button display settings

Approval Button redirect to View Form

New Form - Show Create Record button

Can an email attachment be saved to Quickbase using a pipeline?

Formula URL Button to Open New Form and Check a Box