Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
OK, so this is easy stuff,
Set up a field to trigger the notification on. I suggest a field type of date/time. Call it [Date Notification Sent]
Create and Open Notification. There are two types of Notifications.
"Recipient" only will go to users and it respects all permissions.
"Open" goes to any email address(es).
If you do not see the option at the very top of the setup for an open Notification, then you need to contact Quick Base support to have you enabled as they seem to default new accounts to disable that for security reasons.
The Subject and body can have any mixture of words and fields.
If there are multiple email address you need to send to at the same time, you choose "a specific list" as the recipient and then the email address fields can just be listed in the box and carefully hand typed typed like this
[email address 1]
[email address 2]
[email address 3]
OK, so you can test that by manually edit the date time field and it will trigger.
Then to make a button you will need a formula URL field.
The URL part is easy
var text URL = URLRoot () "db/" & dbid() and "?act=API_EditRecord&rid=" & [Record ID#]
& "&_fid_99=" & Totext(Now())
& "&apptoken= xxxxxxxxxxx;
"javascript:" &
"$.get('" &
$URL &
"',function(){" &
"location.reload(true);" &
"});"
& "void(0);"
so that defines a formula variable called URL. The URL just says to edit the record and put the current date and time into field ID 99. You will need to change the 99 to the fid of your date/time field.
The apptoken will be required is your app has the requirement for app tokens enabled. You may want to turn that requirement off.
That last crazy javascript stuff is always standard (If you name your formula variable URL) and you do not need to understand it. All it does is to execute the URL and refresh the page. It does hide any error messages though, so if the button does not work, then comment out that javascript stuff or remove it and just put $URL where it was. That will run the URL and expose any error messages to you.
Let me know how it goes.
Set up a field to trigger the notification on. I suggest a field type of date/time. Call it [Date Notification Sent]
Create and Open Notification. There are two types of Notifications.
"Recipient" only will go to users and it respects all permissions.
"Open" goes to any email address(es).
If you do not see the option at the very top of the setup for an open Notification, then you need to contact Quick Base support to have you enabled as they seem to default new accounts to disable that for security reasons.
The Subject and body can have any mixture of words and fields.
If there are multiple email address you need to send to at the same time, you choose "a specific list" as the recipient and then the email address fields can just be listed in the box and carefully hand typed typed like this
[email address 1]
[email address 2]
[email address 3]
OK, so you can test that by manually edit the date time field and it will trigger.
Then to make a button you will need a formula URL field.
The URL part is easy
var text URL = URLRoot () "db/" & dbid() and "?act=API_EditRecord&rid=" & [Record ID#]
& "&_fid_99=" & Totext(Now())
& "&apptoken= xxxxxxxxxxx;
"javascript:" &
"$.get('" &
$URL &
"',function(){" &
"location.reload(true);" &
"});"
& "void(0);"
so that defines a formula variable called URL. The URL just says to edit the record and put the current date and time into field ID 99. You will need to change the 99 to the fid of your date/time field.
The apptoken will be required is your app has the requirement for app tokens enabled. You may want to turn that requirement off.
That last crazy javascript stuff is always standard (If you name your formula variable URL) and you do not need to understand it. All it does is to execute the URL and refresh the page. It does hide any error messages though, so if the button does not work, then comment out that javascript stuff or remove it and just put $URL where it was. That will run the URL and expose any error messages to you.
Let me know how it goes.
EstherGrandal_D
8 years agoQrew Cadet
I will try this, thank you