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Email Approval with API Buttons in Quickbase

advanced api api examples automation form rules formulas how to notifications Nov 18, 2019
How to create an approval workflow with API Buttons in Quickbase

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 Enroll in the Secrets of API Buttons Now 

Easily send email requests for approval and log the approvals in Quickbase using API Buttons!

Approve projects
Approve expense reports
Approve purchase orders
Approve timecards
Approve time-off requests
Approve budgets
Approve campaigns
THE LIST GOES ON AND ON

All through email, with API buttons, you can easily approve (or NOT approve) with just a click!

In the Secrets of API Buttons for Quickbase course, I teach you, step-by-step, how to do just that!

This tutorial is a sneak peek into the training where I walk you through the scenario, how I set up the Quickbase, and a demo of the Approval by Email API button IN ACTION!

FULL DISCLOSURE: The step-by-step walkthrough of the API formula is only available in the paid course (learn more here). 

 

Email Approval Scenario:

  • Once a task is completed, a notification is sent to the requestor for approval
  • The requestor wants to indicate approved or not approved via the email notification
  • If approved, the task can be marked as closed
  • If not approved, the requestor adds notes explaining why

Email Approval Objective

(with one APPROVED click):

  • Request Quickbase sign-in
  • Update record with approver name, date approved, add a note, and update phase to "closed"
  • Redirect to a Thank You page

(with one NOT APPROVED click):

  • Request Quickbase sign-in
  • Update record to clear approver name (if any), clear date approved (if any), add a note, and update phase to "blocked"
  • Redirect to a form with a focus on the notes field in edit mode

This tutorial is directly from the Quick Base Junkie training Secrets of API Buttons for Quickbase.

It is one of many examples where I walk you through, step-by-step, the scenario, setup, formula, and live demonstration of a Quickbase API Button in ACTION (not to mention all the training and resources to build your own API buttons from scratch)!!

SIMILAR API BUTTON EXAMPLES

 

 

 

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