How to Add an Email/Save Button To a Form
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 ...
Forum Discussion
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.
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Peter Gacek
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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.
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Peter Gacek
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MarkShnier__You
Qrew Legend
Qrew LegendAre 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:])
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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
------------------------------
- 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.
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Peter Gacek
------------------------------- MarkShnier__Younp,
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]))
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Mark,
Thanks again! I think that did it, although I did get a QB error after saying:
Cannot email an invalid quote! You cannot email this quote. Please select a valid quote and try again.
But it did send the quote, and that might be because the quote wasn't attached to any opportunity in our system.
I'll keep playing/testing and see if anything changes but thank you again!
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Peter Gacek
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