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Question

Include a report table in a notification email

  • April 30, 2021
  • 0 replies
  • 181 views
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Hi! I have created a notification that sends an email any time a record is added to a table called "instance." I want to include a report with this email. I've been able to include a link to this report, by adding the following HTML snippet in my custom email message:
<a href="https://myCompany.quickbase.com/db/brckkkkkk?a=q&qid=5&nv=1&v0=[Related Subsystem]">Click here</a>

Side note: The [Related Subsystem] marker makes sure this report filters records that share the same parent record in the Subsystem table.

But what I really want to do is show this report, in the format of a table, in the notification email body itself. I tried using <iframe> to embed the webpage with the report into the email, but that didn't work. Just to be clear, I do not want to create a subscription -- the email needs to get sent when the trigger happens (new record created), not on a daily or weekly schedule.

I would appreciate any advice, thank you!

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Aaron Alpert
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This topic has been closed for replies.

MarkShnierYou
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I suggest that you create a dedicated mini form for this purpose. The Mini form will just have the embedded report on it. When you set up  the notification and  include the marker which says to include a copy of the form it will let you specify which form to use.

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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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Mark Shnier. Your Quickbase Coach
    The mini form idea definitely works. I just implemented it to present a report of overdue records on import (not just add). Setting up on a per add basis is relatively straight forward if you do as mark said. For Imports, youll need to leverage an automation that only edits one record. Then make the notification only fire when that one record has been changed.

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    GMacri
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    GMacri
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