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Question

Bring field "forward" to related table

  • February 2, 2024
  • 0 replies
  • 364 views
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I have a Department table.  Department and director email are two fields in this table. 

In another app, Customer Satisfaction Survey, outsiders will use a form and pick a department.  I want, on submission of the survey, for director email to be listed on the All Records table, even though it isn't listed on the form the web user sees.  (I don't want to expose those emails on the form.)  How do I do this?  I feel like I know, i just can't put the puzzle pieces together.



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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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    This topic has been closed for replies.

    Hello Tony,

    if you don't want to expose the email on the form, and want to show it to user after submission.

    Have you considered sending a notification email to user after the form is submitted, and on this notification include the selected department's email (you might have to ask user to provide their email address, assuming you are using an EOTI form).



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    Alberto Tablada
    Lead Software Engineer
    BlueWell Group
    Florencia
    +50688083124
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    Hey Tony,

    I don't totally understand your intent as it your initial question and latest response seem to have opposing goals of displaying the Director's email once submitted or not at all (both are possible).

    Here are couple things to consider: 

    • Notification data is separate from displaying form data, so you'll have access to fields that are not necessarily shown on a given form.
    • You may have cross-app relationships so it may be useful to relate Surveys to Departments
    • But, I try to avoid these cross-app relationships when possible (consider a Pipelines search to locate the Director's email instead once the new Survey record is created?) But, it depends on your use case.
    • Form fields may be set to display on add, edit or view. So you could have the director email shown on "view" (after the record is saved), but not on "add" (when submitting the form)

    If you've created the Surveys table where users/visitors are able to create records, then it seems like you would be able to trigger a email notification when a new record Survey record is created and the Director's email field is not empty (based off the selected Department)?

    Hopefully that helps!



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    Brian Seymour
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