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Is there a way to change the state of a dropdown in a form via a link click in an email?

  • April 11, 2019
  • 0 replies
  • 15 views
Is there a way to change the state of a dropdown in a form via a link click in an email? That is, the user will not need to open the record in QB but just click on a link or button in an email notification that was originally send by QB.
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      • LauraThacker
      • Quickbase Alumni
      • April 11, 2019
      Yes, but you will need a formula that users a Usertoken and App token to bypass permissions that normally require a user to login.  Build it as a formula URL field to make the API_EditRecord.  Include the usertoken= and apptoken=.

      If there are multiple "choices" to select; then you will need a set of formula-fields; or if you know how you can create a rich-text formula that strings together separate buttons in a single field for the same purpose.

      I recommend a robot-user for the Usertoken; you do not want a button to break because your Usertoken belongs to a User who has been denied from your account if they leave your business.
      Laura Thacker (IDS) laura@intelligentdbs.com (626) 771 0454
      Naveed, if you do want to Authenticate with a robot userid, post back and I can help you with the code.  But note that you will not be bale to know who really clicked the button if you don't require the user to log in.
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