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

    Posted 04-11-2019 13:22
    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.


  • 2.  RE: Is there a way to change the state of a dropdown in a form via a link click in an email?

    Posted 04-11-2019 13:28
    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.


  • 3.  RE: Is there a way to change the state of a dropdown in a form via a link click in an email?

    Posted 04-11-2019 14:04
    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.