Invoice Routing
Tried a few searches but not quite sure how to describe my desire in just a few words. What I'd like to find out if it is possible would be to build an application for the tracking and routing of invoices. I know I can build tables and pipelines to functionally achieve this but the part I'm not sure how to do is to design the app so that when a user receives an email, indicating they have an invoice to review, to build in the ability for them to indicate somehow in that email their response. We are currently using a SharePoint Power Automate workflow but it seems to run into issues and I am the only one that knows how to investigate and fix those flows. The email provides basic information in the body, includes the original invoice as an attachment and then gives them the option to Approve or Reject from right in the email. For the majority of our invoice approvers they never actually visit our SP site, their interactions are solely through the approval emails they receive. Once they've selected their response the flow continues on to create an "approval page" and then merges that page with the original invoice. Post merge it is forwarded to a specific accountant for payment. I've been trying to migrate our solutions to various QuickBase apps as it has proven easier for non-technical persons to use and manage. Just wondering if a similar set up could be built in QB so that users wouldn't have to log into QB to respond to invoice approval requests. Thanks ------------------------------ Ember ------------------------------
How to display dropdown data that is from relationship to another App in Everyone on the Internet (EOTI) survey
Hi Quickbase Community, I am stuck in displaying drop down list in an Everyone on the Internet (EOTI) survey. So I am making this survey form for members to enter their outreach call notes easily. And these entries should be linked to the specific "company name" in the CRM app. I have created the relationships, but the drop down only displays when I logged in, not when I am not. Is there a setting to solve this or a walk around to achieve this? Thank you all! Matt ------------------------------ Maying Shi ------------------------------
Simple Redirect for EOTI
I have a customer survey form for EOTI to fill out. Ideally they would receive the link for the survey in an automatically generated notification from Quickbase. They would then be creating a new record once the survey is filled out. My link to the survey is this: (https://lightshipgroup.quickbase.com/db/bqsxvcdiv?a=nwr&preview=1&dfid=10&ifv=1) Once the use clicks "submit" I would like them go get redirected to a .html page that I have set as the EOTI default page. In other apps, I have more complicated rich texts fields that accomplish this, as well as creating other records at the same time...but I can not get the more simple formula to just save and redirect to work! This is the formula I have now and it just says the page unrecognized: var text bgcolor = "#34A853"; var text txtcolor = "white"; var text style = "style=\"text-decoration: none; background:" & $bgcolor & "; border-radius: 5px; padding: 8px 20px; color: " & $txtcolor & "; display: inline-block; font: normal 700 24px/1 \"Calibri\", sans-serif; text-align: center; text-shadow: none;"; var text url = "&rdr=&NextURL="&URLEncode("https://lightshipgroup.quickbase.com/db/bj9qhjr75?a=dbpage&pageID=41"); "<a " & $style & " href=\"" & $url & "\">Submit</a>" I feel like it is something simple that I am just missing!! Any help would be greatly appreciated. Thank you! ------------------------------ Amanda Torrisi ------------------------------
Hiding the API Token in a URL Button
Hi, I would like to make the API token in a URL button unavailable to EOTI users. This button uses API_AddRecord to push a record into a "Notification" table which autogenerates an email to the EOTI user. However, i must include the API Token as part of the button, any tips or tricks? ------------------------------ GMacri ------------------------------
Survey for EOTI with data from a different app
Hi all, I know this is probably a very basic question, but my apologies as I am still on the low end of the learning curve. I have two apps. The Survey app is a series of surveys that I want partners at my locations to fill out. The Location app holds info about my locations. The Survey app is open to all on the internet and does not hold sensitive data, so all partners can fill out surveys with just the url. The Survey app connects to one table in the Location app and pulls data from there where needed. The data correctly shows up when I am using the Survey app, but not when EOTI looks at it. I do not want to set the Location app to EOTI, because I don't want to worry about making a mistake and showing or hiding the wrong subset of data. Looking for the right way to make this work, thank you! ------------------------------ Lisa ------------------------------