Step 1. Fill out the fields below and click "Save & Close". This information will be used for every email sent using this demo.
*Important Note: This demo will not work if you do not provide a valid email. Your email will only be used for the purposes of this demo.

Acme
Matthew
Tillinghast

Below is an editable text field where you can demo including text from within a field in Quickbase.
Please feel free to type something below!

You should see yours text in the email we send you shortly after pressing send. REMINDER, if you put a fake email in, you will never see an email received :D

You can include formatted text in your email as well!

Richness as needed!!!

Hello Matthew,

We are excited that you are testing the QB Courier Demo! Do you have any questions so far?

We would be happy to schedule a quick call with you to review how you can set this up yourself from within your Quickbase applications!

If you do not want to schedule a quick meeting, no worries! If you would like to, please email support@juicedtech.com and ask for a full Courier Demo.

As a reminder, Juiced Technologies is using this to demo how you can utilize Rich Text from within your email message.
You can of course customize your own custom message from within the Juiced Cloud as well! We look forward to working with you!
04-14-2024 11:30 AM

Below is a report showing all Email Activities sent from this record. You should see yours below shortly after pressing send. KEEP SCROLLING FOR MORE DEMOS!

When the pdf is generated, Courier will automatically be triggered using the EFP Date field. You will receive an email with the invoice attached.
04-15-2024 11:42 AM
This feature will send an email from Courier with an embedded report.
The report below will be embedded in the email message body.
We will be releasing a configurator shortly to assist in formatting the embedded table. (You can also utilize the Exact Forms Plus Configurator create the settings shown below.)
~dbid=bnqyb3v8b,qry={'6'.CT.'Signature'}OR{'6'.CT.'Google'}OR{'6'.CT.'Trigger'}OR{'6'.CT.'Courier'},hdr=#74489D:#faf7f7,stlbl=1.Total Monthly Hosting Fee,stlist=14,clist=LT6:80:Add-on:.R$14:20:Monthly Hosting Fee:,width=100%~
Courier can be used to send reminder emails. You'll need to set up reminder dates. Each time Courier runs, the appropriate date is updated.
You'll need a Courier Template set up for each reminder email.
You'll also need to set up a report for each reminder email to use. Filter this report using the Reminder Dates. Courier will use this report to determine who should receive reminder emails.
12-20-2023
12-21-2023
12-22-2023
To CC a list of Contacts from a Related table, enter your Name and Email into the Grid Edit Report below.
Next Click Send Email.
Courier will send an email to the recipient listed above as well as all emails listed in the contacts table.
After the Email is sent, we will use a Quickbase Action to remove the names and email addresses from the Contacts List below.
04-14-2024 11:29 AM

Only applicable for Related Tables.

The format of this field will be dbid:related field:field id:qry criteria

dbid :dbid of the related(child) table
related field :field id of the field which holds the relationship between the Table DBID and dbid passed here
field id : field id of the field which contains the email address(s) that will be copied on the email message
qry: qry criteria to filter out the email addresses. The format of the qry should be qry={'3'.EX.'1'}. Leave blank if you don't want to add any filtering criteria.

bnq33mqx4:9:7:qry={'8'.EX.'1'}

Contacts
Created on May 29, 2018 at 10:22 AM (EDT). Last updated by Jusas, Keith on April 15 at 11:42 AM (EDT). Owned by Boylan, Christine.
Christine Boylan
Keith Jusas
Show fields from Show fields from Show fields from a related table
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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