Fields - Multiple choice for emails
Hello - I'm creating a form and two of the fields in the form is manager name and manager email. From there, I'd like to create an automated email that sends to the manager's email when a new form ...
Forum Discussion
I suggest making a table of Managers where the Key field is the email address and another field for their name. Then make a relationship where One Manager has many "Form records".
You can populate the Managers table with a few good choices and allow, through permissions, your users to add Managers or flag Managers as being inactive in the Managers table. The advantages of having a table versus a down and dirty multiple-choice field is that if mistakes get entered into a multiple choice field or a manager is no longer valid to be chosen there's no way for these regular empowered users to correct that error. Whereas if you have trusted users they can keep that table tidy and relevant at all times.
Because you don't ever want to really delete manager records I suggest having a checkbox to indicate whether the manager record is active. Then on the form where the manager is being selected through the relationship you were used to report for this filter to include active managers only.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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You can populate the Managers table with a few good choices and allow, through permissions, your users to add Managers or flag Managers as being inactive in the Managers table. The advantages of having a table versus a down and dirty multiple-choice field is that if mistakes get entered into a multiple choice field or a manager is no longer valid to be chosen there's no way for these regular empowered users to correct that error. Whereas if you have trusted users they can keep that table tidy and relevant at all times.
Because you don't ever want to really delete manager records I suggest having a checkbox to indicate whether the manager record is active. Then on the form where the manager is being selected through the relationship you were used to report for this filter to include active managers only.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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- Are reminder emails only for people that have access to the app? Or is it possible to send reminders to an open email that was entered in the form?
Thank you
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Valerie Wong
------------------------------- There are two types of email Notifications, and the Type called
"Open" can go to any email address.
But both Reminders and Subscriptions can only go to Users in an application.
If you do need to somehow sort of trick the system into sending emails to non-users then one way to do that is to make a pipeline which will scan the records for emails that need to be sent an update some trigger field like the current date time in order to trickles the Open email notification.
But if you are very new to QuickBase, setting up that pipeline will be a little bit of a learning curve.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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