ROBERTSACHS
8 years agoQrew Cadet
Send Email"" Button with custom text and fields
I know that there are lots of posts on email generation; I've read many, many of them and still have not found a clear explanation of a solution for what I'm trying to do (i.e., with specific URL formulas etc.).
I have a project tracking database. When all of the data for a new project is created, I need a button, call it "Send Project" that generates a custom email to an email address included as a field in the main form.
The basic email notification triggers do not work. I don't want it to send upon addition/deletion/modification of the record. I've tried to use a toggle field "ReadyToSend", to trigger the form when checked, but could not get that to work. That said, I do like the ability of custom notifications to combine custom text and form fields.
I've tried my hand at URL-Formula button in its simple form, like this:
URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & ToText([Record ID#]) & "&dfid=10"
but that has two problems. It simply invokes the Mail interface, and requires me to address the email (which is limited to registered users; the intended recipient is not a Quickbase user). Second, it sends the whole record (which logically follows from the foregoing).
The text of the email should be something like
Our Ref. No.: [Our Matter]
[Receipient Name]:
Attached you will find a project for [Client]..
<other text and fields>
Please complete the project by [Due Date]...
So is this done via a Notification? A Form? a Button/URL? A combination of these?
Can you provide the prototype syntax?
Thanks
Robert
I have a project tracking database. When all of the data for a new project is created, I need a button, call it "Send Project" that generates a custom email to an email address included as a field in the main form.
The basic email notification triggers do not work. I don't want it to send upon addition/deletion/modification of the record. I've tried to use a toggle field "ReadyToSend", to trigger the form when checked, but could not get that to work. That said, I do like the ability of custom notifications to combine custom text and form fields.
I've tried my hand at URL-Formula button in its simple form, like this:
URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & ToText([Record ID#]) & "&dfid=10"
but that has two problems. It simply invokes the Mail interface, and requires me to address the email (which is limited to registered users; the intended recipient is not a Quickbase user). Second, it sends the whole record (which logically follows from the foregoing).
The text of the email should be something like
Our Ref. No.: [Our Matter]
[Receipient Name]:
Attached you will find a project for [Client]..
<other text and fields>
Please complete the project by [Due Date]...
So is this done via a Notification? A Form? a Button/URL? A combination of these?
Can you provide the prototype syntax?
Thanks
Robert