How to setup Approvals within Quick Base
What is the best way to capture approvals in Quick Base? ------------------------------ CINDY KRAUSCH ------------------------------
Forum Discussion
I need help setting up it's own approval via email if possible.
Best Regards!
Cindy Krausch
Workforce Operations & Automation - Access, Roles and Config (ARC)
ARC QuickBase Administrator and Data Analytics Developer
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Can you elaborate a little more? Are you trying to have someone 'respond' to an email and have that serve as their Approval? Or do you intend to send out an email with verbiage like 'Click Here to Approve' and it takes them to a record in Quickbase to view and sign off on the information?
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Chayce Duncan
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- MarkShnier__You
Qrew Legend
adding to Chayce's suggestions and knowing that we don't yet understand the sort of workflow you are looking for for these approvals, and its simplest form you can just have a multiple choice field for the approval and you can set it to
"Log the edits to this field, and show them on forms"
That will record who approved it and the date. That field we are looking a little messy if displayed on the form in view mode so these formulas can parse out the various aspects of the approval.
Most recent value (formula text field type)
Trim(Right([my update field],"]"))
Date of most recent update (this needs to be a formula date field)
ToDate(Left(Right([my update field],"["),9))
Who did the most recent update (formula text field type)
Trim(NotLeft(Left(Right([my update field],"["),"]"),9))
There is also a fairly straightforward code to make a button for example to approve a request without having to edit the record. The user would just click the button.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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