How to Add an Email/Save Button To a Form

Mark,

I'm thinking his error message is due to the fact that when it's a new entry, there is no record ID, and so when he uses the GenEMailRecord, it has nothing to grab. Possibly?

He could use rich text field and do the new savebeforenavigating, with the %%rid%%.....?

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Mike Tamoush
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Peter,
 
You should set that button to only show in Edit or view mode on the form, but not Add mode.  It will not work if you have not saved the record.

The record does not exists if you have never saved it.  So you cannot email a record which does not exists.

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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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Hey @Mike Tamoush,

Instead of the user having to press the save & continue or save & close button before being able to email the form, would I be able to integrate something into my button formula so it can save and then trigger the email action?

I'd likely still keep the button to only show in edit or view mode but curious if it were possible otherwise as you had mentioned it previously. Here's my current code:

var UserList MyUserList = ToUserList([Send form to:], ToUserList([Last Modified By]));

URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Job site inspection form ID#]
& "&tolist=" & UserListToEmails($MyUserList)

Thanks,

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Peter Gacek
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I suggest that you have the user save the record and put the button to email on the form but set to only show in view mode. The other choice is to not use that type of emailing and instead create what is called an email notification. Are you familiar with email notifications?

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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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UserListToEmails

try this

var text MyUserList = ToUserList([My userlist field goes here], ToUserList([Last Modified by]));  

URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#]
& "&tolist=" & UserListToEmails($MyUserList)


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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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Thanks Mike/Mark, so if the quote is attached to an opportunity it works because it has a record ID associated with it already? 

I'll work on hiding the button to show in edit/view and hope that satisfies my co-workers.

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Peter Gacek
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Hey @Mark Shnier (YQC),

​Wondering if you possibly had input on this as I just started looking at things again and still haven't been able to make things work but I feel like I'm overthinking it. I'm wondering if I can also have my email button automatically save the form before triggering the email when clicked.

Here's the current formula:

var UserList MyUserList = ToUserList([Send form to:], ToUserList([Last Modified By]));

URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Job site inspection form ID#]
& "&tolist=" & UserListToEmails($MyUserList

Thanks again for all your help previously, 


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Peter Gacek
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Hey Mark,

Thank you for responding, I actually currently have it so the email button only shows in view/edit mode.

I've gone the notification route as well but it wasn't the preferred method per my co-worker's input though I may circle back to it. I was just hoping there might be some sort of onClick event I could slip into my formula but if it's not really possible then I'll stick with just hiding the buttons in add mode.

Thanks again for your help

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Peter Gacek
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