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Automating Manager Approval via Email

  • January 15, 2025
  • 0 replies
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MeaganMcOlin
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I have a QuickBase table with a 'Manager Approval Status' field set to 'Pending' by default. When a manager selects 'Yes' or 'No' in the approval field, the 'Manager Approval Status' field updates to 'Approved' or 'Denied.'

I want to send the manager an email notification (when the field is new or changed) where they can simply click 'Yes' or 'No' in the email to update the table automatically. How can I set this up? 

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  • DonLarson
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  • January 15, 2025

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.

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  • DonLarson
  • Registered
  • January 15, 2025

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.

 

 

 

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