Reply to comment

One of the changes in the Spring 2005 release affected the way that records are emailed from within QuickBase. In the past, QuickBase restricted the contents (fields) of emailed records to the most restrictive role within the application, often prohibiting much of the record content from being sent via the email.

Now, when mailing a record from within QuickBase, what you see on the screen is what will the email will contain. If your role and permissions allow you to see fields within a record, they will be emailed if you choose to email the record. If you have been depending on the default security rules for email, please remember that there may be fields transmitted that hadn't been before.

Be sure to review the contents of the email you are generating before you send it, to ensure that you don't erroneously send data that you didn't intend to email.

To get back to the behavior that you had before you'll need to create a custom form that has just the fields on it that you want to email out. To learn about how to create a custom form please read:

https://www.quickbase.com/help/about_custom_forms.html

For quick access to this custom form you'll need to create a new field in your table. Create a formula URL field that will appear as a button in your views and forms. The formula for this formula URL field is as follows:

Urlroot() & "db/" & dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&dfid=12"

You'll need to change the "12" in the formula above with the actual dfid of the custom form you have created for emailing a record. To learn how to determine the dfid of a custom form please read:

http://quickbase.intuit.com/developer/node/2089

Reply

The content of this field is kept private and will not be shown publicly.

© 1997-2012 Intuit Inc. All Rights Reserved.

Online Database VeriSign Secured Web Based Software TRUSTe Certification Online Database SSAE Audit