Forum Discussion

JanaBaker's avatar
JanaBaker
Qrew Cadet
11 years ago

I need to create an email distribution list from a user field.

I need to create an email distribution list (DL) from a user field or based off users. This DL would be exported to excel and used to send emails via Outlook vs. QB. How do I do that? Using a formula with "." between names and "@abc.com" is too risky because some people have a 2 or different name in their email address. Any help would be greatly appreciated.

Thank you!

JB

7 Replies

  • If the user list is in a UserList field then you can do this

    UserListToEmails([my user list field])

    If you have separate User fields to be concatenated as email addresses, then you should be able to do



    List(";",

    UserToEmail([user field 1]),

    UserToEmail([user field 2]),

    UserToEmail([user field 3]))



  • Thanks Mark!  It is just a regular User field called Primary.  Each record has a Primary and those are the email address i am trying to extract.  I created a field called Email Address Test (Formula - Text) and put the following in:  
    List(";",
    UserToEmail([Primary]))

    Most likely i'm doing it wrong because it didnt work.  If i was to run a report using the Primary field, i'd have about 150-200 names.  I guess my expectation was that the Email Address Test field would convert the User names in the Primary fields to an email address.

    Any further help would be great since i hit a brick wall.  LOL

    JB
  • If you make a field such as UserToEmail([Primary]), it will be an email address.  Then make a Table report and do at least one Group By.  For example even group on something that has only one selection,   Include the email address field on your report.  There will be a little blue envelop icon as a total at the bottom of the report.  Click that and the email addresses will populate into your email client TO box such as Outlook. :)

    Either send your email or copy out of the TO box to a Word document or excel to save the distribution list.  Be sure to check that the list of email addresses did not get cut off.  Outlook may have a limit of 100 email addresses, so be sure to check that the last one on the report did make it though to Outlook.  If it did not, then find a way to subtotal your report on batches smaller than the maximum which will populate to Outlook and do it in two chunks.
    • AdamKeever1's avatar
      AdamKeever1
      Qrew Commander
      I do not see the email link on a table report as you mention. Is this feature no longer available?
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      Does your report have a group by?  You need to have a group by to have that functionality.
    • AdamKeever1's avatar
      AdamKeever1
      Qrew Commander
      Yes. Does the email have to be Useremail? I am using email fields (non-user) and a userlist.
  • Thank you, Thank you, Thank you!!! :)  Such an easy fix!!  Thanks again!