ContributionsMost RecentMost LikesSolutionsAnchor on a link to a form?I have multiple tabbed areas on a single form, and want to direct users to a specific tab from an email. I presume I'd use an anchor, but how do you put an anchor (or can you) in a QB form? ------------------------------ Carole Vandenberg ------------------------------ Re: Button to generate/send email to specific address with specific fields only once pushedThanks, Blake! Working with Mark still, but I did try this too, to see if it solved my issue and it doesn't. Any thoughts on what could be wrong? It shows a can't reach the page message. ------------------------------ Carole Vandenberg ------------------------------ Re: Button to generate/send email to specific address with specific fields only once pushedIt's an apptoken error. I do think I need these. I put it in the code, and checked it twice, even created a new one and tried the new one. Keep getting the error 24 that it's not assigned. xxx below replaces the actual apptoken. But note the void(0) appended - does that tell something? I've checked for spaces and there are none. I am literally copying/pasting from the apptoken list into the code. <qdbapi> <action>API_EditRecord</action> <errcode>24</errcode> <errtext>Invalid Application Token</errtext> <errdetail>The Application Token xxxvoid(0); has not been assigned to this Application. To read about assigning an Application Token to your application go to https://help.quickbase.com/user-assistance/app_tokens.html</errdetail> </qdbapi> ------------------------------ Carole Vandenberg ------------------------------ Re: Button to generate/send email to specific address with specific fields only once pushedManual change of the date/time field does trigger the notification but the Formula URL does not update the date/time field. I checked - I am using the correct FID (140) and I also tried using the apptoken too. No luck - any ideas on what to try next? Thank you! ------------------------------ Carole Vandenberg ------------------------------ Re: Button to generate/send email to specific address with specific fields only once pushedThanks - just tried and it says $TriggerEmailURL is not declared. Is this something I need to do in the Formula URL field as well? ------------------------------ Carole Vandenberg ------------------------------ Button to generate/send email to specific address with specific fields only once pushedI've searched and seen several responses to similar questions but nothing exactly this. Here is what I need to know how to do: Build a button for a form that when selected, it automatically sends an email to a specified email address, with specified fields from the form. User doesn't have to do anything other than push the button. It only sends if the button is pushed. No checkboxes or date fields need to be toggled, and they don't have to finish populating the email or even hit send. It's not a notification, because I don't want it to send every time they change the record, and not a checkbox or field change, because I don't want the user to have to remember to go back in and uncheck anything. Your help is appreciated! Thanks! Carole ------------------------------ Carole Vandenberg ------------------------------ Re: Relationships between pre-existing tablesYes, and I'll simplify a bit, because it gets quite convoluted - I'm pulling the actual data from SalesForce over to an internal set of tables and then pulling from them. BUT if I can learn how to do this, it'll solve a big long-term gap for me. I keep thinking there has got to be a way that I can apply every time I run into this. And I've run into it often. Main table for entry by users is Customer (one record per project for a customer). Tables from which we need data to support this Customer project are Accounts, Deals, and Products. Accounts, Deals and Products are parent tables, with Customer as child. I need to pull fields such as address from Accounts, sales owner from Deals, and product values from Products all into the Customer record. Currently, to do so, the user has to select customer name from a dropdown from the Account able to pull address through, the customer name to pull sales owner through from Deals, and then again the customer name to pull product values through from Product. It seems like I should be able to have them input the customer name one time, and then I can set up the logic to read it into the subsequent dropdowns. I have tried this but it doesn't work. (Wish it were that easy, right?) Thanks! ------------------------------ Carole Vandenberg ------------------------------ Relationships between pre-existing tables My goal: Have a table for Projects that pulls from two other tables, which happen to be populated via an external connection, Customers and Deals, but the user only has to select the Customer name once. The one time will allow for Customer name to be on the Project, of course, but will also pull in other data from the Customer table (lookup fields) and from the Deals table. Without user having to select the customer name, i.e. proxy for reference field, twice, once for each table. I feel like I should be able to get around this via the reference field perhaps? But I was told once to never touch that. (Like that ever stops me, but it's scaring me in this scenario.) I also have a third table now, for other data relevant to the project that I need to pull in. Which would mean the user would have to select Customer name three times and that is very un-user-friendly. Any help on how to get around this? I can build formulas, but if we get out into the APIs, I warn that I will need really good guidance, as I've not really used them in the past. Very open to learning though! Apologies if this has been answered before but I cannot find it via a search. I think I've even asked this question before! Thanks! Carole ------------------------------ Carole Vandenberg ------------------------------ Re: Validate step by step?Thank you so much, Paul - that is a good idea. You're right in that it would be easier to have something more elegant, but it is what it is and I knew I'd probably need some strategic guidance on how to do this. That you gave! :) ------------------------------ Carole Vandenberg ------------------------------ Validate step by step?Need direction on how to build a form that will require a user to fill out some fields before proceeding to a next set of fields. So, not required fields, as they shouldn't be required to save the form, necessarily, but to even go to the next section of a form. I'm thinking I may have to do this manually via some validation code but is there any other way? Thanks!!! ------------------------------ Carole Vandenberg ------------------------------