Email Notification from Task

Question

I've searched high and low through the posts and don't think I'm finding any solutions for what I need. When a user is working on a task, we will need to send email notifications to a contact who may or may not have access to our application to provide updates. So dilemma 1 is being able to send to someone who doesn't have access to the application. Our company deals with protected health information (PHI) which would restrict any patient data being emailed unsecured/unencrypted. So dilemma 2 is that the email button on the form won't work because it's sending our form that has PHI in it. My final dilemma is that I don't want the recipient to be able to reply to the email they receive.

Is there a way to create a button on the form that allows a user to send an email notification to one or more recipients who may or may not have access to the application, regarding a task with limited information being included in the email?

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Danaya Bryant
Business Analyst
The van Halem Group
danaya@vanhalemgroup.com
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MarkShnierYou · Answer

Email Notification comes in two types as the very first option when setting one up.

Recipient (ie users)
Open - anyone

If you are not seeing open as an option or it wont save, then you need to put in a support ticket to ask to enable your Realm for open Notifications. It's just a security thing that they err on the side of caution .

The email address fields can just be listed veritically in the box

[email 1]
[email 2]
[email 3]

Also you did not ask this, but there is a technique to actually send professional quality emails with full HTML generated by a word document with fields values inserted.

The basic technique is to create the Word document with fields in [square brackets], then copy and paste the Rich text off the Word docuemnt into a Rich Text Quick Base "page".

Then the page has a switch to expose the crazy HTML and you just copy and paste that into the email notification and enable HTML. There is also a way to include images such as your company logo so it looks like a "letterhead' document.

There is also a way to mass fire many emails all at once to a list of external recipients due to be emailed .... so lots of options here.

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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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