Automating Manager Approval via Email

Meagan,

The simplest answer is to build a formula field in the email that QB sends that would take the User to a Form where they set the Yes/No question.

Meagan,

Something like this would work:

XXXXX.quickbase.com/db/TTTTTT?a=er&rid=[Record ID#]&dfid=PP

The  XXXXX value is your realm

TTTTT is the table dbid

PP is the form that you want the User to be on for the decision

That should put your User on the right record in Edit Mode so they can mark it and click Save.

You can make it one click. Build two Formula - URL fields that each set the approval field directly, and put both in the notification.

Approve (use your own field ID for the approval field and your app token if the app requires one):

URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] & "&_fid_10=Yes&apptoken=YOUR_TOKEN&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#])

Make a second one the same way with No.

The rdr part sends them straight to the record they just updated, so they see the new approval value instead of a raw API response.

In a custom email notification, add the Approve and Deny fields to the message, and they show up as links. The manager does need to be signed in to Quickbase with edit rights on that field, so the update is still recorded under their name.

Want more detail? I wrote a full walkthrough here: https://www.topstep.tech/blog/quickbase-one-click-manager-approval-email