create a button that will trigger email notification
I show the example below in an earlier post but I can't get it to work URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] & "_fid_208=1"&"\n&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#])1View3likes15CommentsHow to make a URL button to email a report?
I know how to make a button to initiate emailing a record and populate the TO box. Send Email and populate the To Box URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&tolist=" & List(", ",UserToEmail([R/S User 1]), UserToEmail([R/S User 2])) Insert &dfid=11 to force a form ?a=GenEmailRecord&&dfid=11&rid= ... does anyone know how to make a similar button to pop up that screen to email a report and populate any of the fields (TO, Subject, Body)?3Views3likes5CommentsSend Email"" Button with custom text and fields
I know that there are lots of posts on email generation; I've read many, many of them and still have not found a clear explanation of a solution for what I'm trying to do (i.e., with specific URL formulas etc.). I have a project tracking database. When all of the data for a new project is created, I need a button, call it "Send Project" that generates a custom email to an email address included as a field in the main form. The basic email notification triggers do not work.I don't want it to send upon addition/deletion/modification of the record. I've tried to use a toggle field "ReadyToSend", to trigger the form when checked, but could not get that to work. That said, I do like the ability of custom notifications to combine custom text and form fields. I've tried my hand at URL-Formula button in its simple form, like this: URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & ToText([Record ID#]) & "&dfid=10" but that has two problems.It simply invokes the Mail interface, and requires me to address the email (which is limited to registered users; the intended recipient is not a Quickbase user). Second, it sends the whole record (which logically follows from the foregoing). The text of the email should be something like Our Ref. No.: [Our Matter] [Receipient Name]: Attached you will find a project for [Client].. <other text and fields> Please complete the project by [Due Date]... Sois this done via a Notification? A Form? a Button/URL? A combination of these? Can you provide the prototype syntax? Thanks Robert8Views3likes14CommentsConfirmation button in email
We have designed a HTML 'Booking Ticket' email to be sent as an email notification to clients when booking details are received. The email notification is sent to the client directly via Quickbase notify upon saving the form. We would like to include a button in the email which the client presses that 'confirms' the booking. How would we go about building this button that changes the 'job status' field in a job row to 'confirmed'?12Views2likes35CommentsHow to use JavaScript to concat child records into a single field?
I'm trying to learn how to concatenate multiple child records into a single field on a report. I have spent a lot of time searching google and the help forums and have come up with nothing. I don't want to use reverse look up because there could be a lot of records I'm returning or only 1. I figured the best way to accomplish this would be JavaScript. Maybe some tutorials on how to implement JavaScript functionality with QuickBase would help.3Views2likes21CommentsSpecific time for email notification
Is there a way to select a specific time for an email notification to be sent?I would like to set some up to arrive around 6:00am in Europe but can't figure out a way to do that.This wouldn't apply to all of my email notifications, just a few of them.6Views2likes17CommentsHow to get notified with full comments of the changes occurred (new and old change)
I have this default notification option to know the changes occurred in QB, however, it does not show the whole comments which was changed. I would want to see the complete old and new comments which were changed. How can I set this up?1View2likes4CommentsHow do you use API to add a user and then send an invitation?
I have created a form that contains 3 fields, First Name, Last Name, and email. I would like to be able to create a button with a formula URL field that takes that information and does 3 things: 1. Adds a new user 2. Sends an invitation to the new user 3. Signs out the current user I understand that API calls can do this but I can't figure out how to use the API_ProvisionUser to feed into the API_SendInvitation Does anyone know how to do this? Thanks!!!2Views2likes5CommentsNew Calendar Behavior Changes
HeyQuick Base Community, As you may know, we havenew calendar reports coming in the next release on February 25th.You may not know that our old calendar reports were built years ago before web-based calendaring was common, and as such, include some idiosyncratic behaviors about how data is displayed. With our new calendars, we had the chance make our calendars function more as our users expect a calendar to behave. We wanted to have the new calendar reports function more like Outlook, Google Calendar or Apple Calendar. The changes we're making will also be included in our release notes and have been generally well received in our early access program, but I wanted to preview these changes for our widerQuick Base community a little earlier on. Without further ado, here are some of the changes and potential issues: Calendars respect the "First day of week setting" You may or may not be aware,but Quick Base apps include a setting under App Properties to set the first day of the week. Currently, this setting is primarily used for Work Dateformulas and calendars don't respect it at all. The app-wide setting defaults to Sunday, but can be set to any other day of the week. New calendars will display with this value set as the first day of the weekIf you have seta firstday ofweekother than Sunday, your calendars will change how they display. Additionally, you can customize the first day of week on a per report basis, and have a different first day of week on every calendar report you create. Event Colorization* and Divs/Spans Old calendars don't support colored events natively. There's a fairly common workaround of creating a Formula Rich Text Field (n?e Formula Text with HTML enabled) and embedding a div or span element with a colorized background, then sticking the text to display for the event inside the div or span. On new calendars, we're enabling users to use a formula to define colors for the entire event. If a div or span is selected as the second or third field, it may not display on the new calendar. Adding Records In old calendars, users with create permissions could click a green plus icon to add a record. We?ve changed this behavior to double-clicking in the white space of any date or date/time area. This will create an event with start date and/or time pre-set on the record. Display events as Text Only* Our old calendars included the option to display an event as text only, instead of linking to the view or edit form.We've removed this option as it created a confusing experience for end users.If your calendars are set to use ?view as text only? events, events will display as a link to the view record form. Events ending at Midnight On old calendars, if an event started on February 9th at9amand ended on February 12th at 12:00 Midnight, on the month view of the calendar, we would show an event going from February 9th-12th inclusive.New calendars will show that eventfrom Feb 9th-11th. Work Dates and Weekends For old calendars based on a work date field, if an event spanned from Friday to Monday, the event would be displayed as two events, one on Friday, one on Monday.On new calendars, the event will display as a continuous event from Friday to Monday. Old Calendars on Old Homepages In 2013 we released a new Homepage style, with far more layout options and an easier builder experience. A small number of users still use the old dashboards.Our new calendars do not display on the old dashboards.We have chosen not to put the development time into making them backward compatible, and instead will be starting an in product messaging campaign in the near future to let users know that calendars on old dashboards will not work after the February 25th release. To fix this issue, app builders can rebuild their dashboards in the new homepage builder.Check out this video to see how: https://quickbase.wistia.com/medias/xsna4b1chz Addendum: Three more changes: Emails Subscriptions and Emailed Calendar Reports now will send a table report of the events currently visible to the user. We believe this will be more usable in the context of an email client. Simplification of Settings: Maximum Number of Events Per Day Removed* -We will be removing this setting, as our month view will now expand each row to show all events, and it doesn't make sense to display on our week or day views. Hide Weekends* -New calendars will not support the ability to hide weekends on the calendar view. I'm really excited to share these new calendars with you all and hope to hear lots of feedback from you and your teams over the coming weeks as we roll out these new calendars. If you'd like to preview a subset of the functionality, have your realm administrator open a support case requesting early access to the Calendar feature. * This change is not present in the early access version of new calendars currently available. Sam Jones QuickBase Product Manager1View2likes60Comments