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Question

Approval by email notification

  • July 11, 2022
  • 0 replies
  • 121 views
I have a handful of places in my application where a user needs to approve something, however that user is doesn't have access to the area where the approval is captured so they want to be able to send an email where the user can just click a button or even a link is fine that will just change that field in the record to yes or no without them having to navigate them to the actual record?

Also, if a file attachment is sent via email notification, the user should be able to open that attachment from the email correct?

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Chris Swirtz
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This topic has been closed for replies.

MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • July 11, 2022
If you want to have an approval button which is accessible say to EOTI, everyone on the Internet, then you will need a separate table which is open to everyone on the Internet to log these approvals. I myself like to have these approvals in a separate app so I keep my EOT I access separate from my app completely.   Then have a cross up relationship to the main table.  

There are different approaches here, you can either have those approvals be driven by summary fields from the EOTI log table back up to the main table or you could use a pipeline to do the updating of the approval status on the main table. I think that having a summary field is more reliable.  

As for emailing the file attachment, QuickBase cannot natively email the file attachment. So you have two choices. One choice is to mark the file attachment Field properties to make it available to everyone without signing on. If you want to go that route then you can give a link to the file attachment which will open even though the users are not signed into your app.  

Here is an example of what a Rich Text formula field would look like as a hyperlink to open the file.

var text Words = [Spec Sheet];
var text URL = URLRoot() & "up/" & Dbid() & "/a/r" & [Record ID#] & "/e12/v0";

"<a href=" & $URL & ">" & $Words & "</a>"

In that example above the words that the user would click on would be the name of the file, and the file attachment field is field ID number 12.  (ie replace e12 with your field ID#)

But if your users actually require a file attachment then you would have to have a third-party add-ons such as the one from Juiced Technologies called "Courier".

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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