Skip to main content
Question

Sending a report via email


Here is my Loom video link: Finish Button Issues
Loom remove preview
Finish Button Issues
View this on Loom >


I am just not sure what I am missing.

------------------------------
Jennifer Meyer
------------------------------
This topic has been closed for replies.

Forum|alt.badge.img+3
I would suggest using instead an email notification triggered by a date/time field which can send an open-email to the [manager email] through Quickbase (with no user involvement) and send the content of the record by embedding a specific form instead of building an email (you can use a Form instead) so the email looks like a Quickbase Form Layout instead.

------------------------------
Laura Thacker IDS
------------------------------

DwightMunson1
Forum|alt.badge.img+8
You could make the finish button an API_EditRecord to edit a checkbox to a true value. From there you can generate a Quickbase notification or trigger a pipeline with the Outlook channel. 

I do this in several places, where a submit button is pressed and it fills out: Submitted By, Submitted Date/Time, and Submitted checkbox. Then triggers an email notification with an action template for a user to complete an action in a record, or a basic template if it is just a notification to a manager.

------------------------------
Dwight Munson
------------------------------