Forum Discussion

Annie_ChunjiCui's avatar
Annie_ChunjiCui
Qrew Trainee
6 years ago

Is there any manual to create Approval/Reject buttons?

Hi,  I've been looking for a step by step(super basic) guide to create Approval/Reject buttons.. But no luck so far... Could you please share with me the link or documents if you have?  To be fran...
APIs and custom code
Button
Formulas and functions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
I can try to help, but there are lots of ways to make an approval process.  Can we back up a step here?  What EXACTLY do you want the button to do.

One technique is to update a field which logs changes in order to be able to trap who approved and when and what value they entered (ie Approved or Rejected).

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Annie_ChunjiCui's avatar
Annie_ChunjiCui
Qrew Trainee
6 years ago
Hi Mark, 

Thank you for your quick follow up! 
The "Approval button" should 
1. Once  the item record hits certain discount level, then it will auto trigger approval email to the approver. 
2. Approver approves via email, it sync back to item record with approved/rejected status, approver and time
3. In case approver  cannot approve via email, then we can click the "approve" button in quickbase on behalf of the approver. 
So I think it will need two "button"s. One is in email, the other one is in quickbase.

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Annie
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