Approval with Mail reply to Quickbase
Team,
I am looking for solution where user can click button and approve request over mail.
WHAT I WANT: I saw that in some services (like SNOW) you can click on the bottom, and it creat...
Forum Discussion
Is your intent that the 'reply' will prepopulate the email with the content you're looking to confirm / gather? You can get really creative with a mailto in a <a> tag that prepopulates the entire thing for them to fill something in or say yes / no etc.
Like:
<a href='mailTo:inbox@company.com?subject=Confirmation&body=Fill in whatever HTML data you want to prepopulate>Reply</a>
You could fill in the body with whatever Quickbase data or format you were looking to collect.
Then to Marks point your could use Pipelines or the native Connected Table Sync to parse out their responses / look for certain values as their sign off.
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Chayce Duncan
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Yes I know that I can use Mailto for this to construct
What I find difficult to imagine is:
1) Where to send this mail (to which mail address as reply) - We use MS Office Outlook.
2) How Pipeline should reach for this mail with answer (should I use Search Email?)
Any idea for such process??
How do you see that after I send mail it is add to "Table" where later Quickbase pull it by "Native Connected Table Sync"
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Adam Krzyzanek
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The email would be up to you - I would suggest making a new email address like replies@companyname.com that you set up specifically for this process so that you don't get any additional traffic that you have to worry about.
As for the Pipeline - you would do the trigger when a new email is received
And then from there if you needed to search attachments or search for more detail you would use the query features based on the outlook ID of the email received.
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Chayce Duncan
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