Courier fields explained

Field	Description Details
Client Company	Your Company Name
Client E-mail	Contact email address for your company. Error details are sent there.
Client User(s)	The Quickbase user IDs used to manage your QB Courier configurations.
Account URL	Your account's unique Quickbase URL—SampleCompany.quickbase.com.
Processing Details
Status	Test Mode—Selected by default, running your configuration in Test mode allows you to preview how your email is viewed by your clients before sending. This should be changed to Enabled once you have concluded your testing and you are satisfied with the format of your QB Courier configuration. Enabled—Your configuration is running as Live and is executed and triggered by a Quickbase action (see Processing Mode). Disabled—The configuration is no longer executed or triggered.
Run Status	Red, yellow, and green depiction of the Status field's value.
Processing Mode	Scheduled—Runs based on a selected Processing Frequency and processes at the selected time. Only the records that meet the filtered criteria in your report are sent. On Demand—Runs the configuration once you select Execute On Demand. Trigger—Emails are sent based solely on the Quickbase app event taking place—a record is added, modified, or deleted, for example, when a checkbox is checked.
Processing Frequency	For Scheduled only: Daily—Runs every day at a selected time, for example, 6 a.m. daily. Weekly—Runs on a chosen day of the week. Monthly—Runs on a chosen day of the month.
Configuration Info
Config Name	The name you choose for your configuration—ideally something meaningful so you can find it later.
App DBID	The Application ID assigned by Quickbase.
App Token	An Application Token is only required if enabled in Quickbase.
Table DBID	The Database ID of your Quickbase table that you are connecting to your Courier configuration.
Link to Table	This takes you back to your Quickbase table and helps ensure you selected the correct table to run the configuration with.
Log Activity	A feature you must enable to log the activities of your configuration. Enabling it creates a table with processing details.
Data Selected
Report Query ID	For Scheduled and On Demand configurations, you must create a report in your Quickbase app. This report is used to filter the specific records you want to include in your email. The Record ID# field must be displayed in this report for it to work properly. All Quickbase fields set to appear in your Courier message must be included in your report, or you'll receive an error. The Query ID# is found at the end of your URL, for example, qid=47.
Link to Report	This takes you back to your Quickbase report and helps ensure you selected the correct report to run the configuration with.
Email Message
Sending Address	The email address the email message comes from. The default email address is qbcourier@quickbasetools.com.
ReplyTo Email	You can enter a specific email address or use a field ID to populate the sender's email.
From Field ID	The actual email address field in the table you are processing. If you want the email to appear as sent from a specific address in a Quickbase field, identify that field here. If the email address isn't found in the FID provided, the email is sent by qbcourier@quickbasetools.com.
From Specific Email	You can fill the ReplyTo email address field with a specific email address you want your clients to reply to. If no address is provided, the email is sent by qbcourier@quickbasetools.com. This field was sunset in 2024 and may no longer apply.
Email Field	The FID that contains the email addresses you want to send your Courier configuration to. They appear in the To field of the email.
Update Field	If you want to update a Date/Time field in your Quickbase app, identify the FID of that field here.
Copy Email Field	The Quickbase field that holds the email addresses that appear in the CC field. You can type directly into the field: [Email 1];[Email 2]
Copy Email Field from Related Table	If you have a subtable (child table) for your CC email addresses that is related to the master table, you must provide the related table DBID, colon (:), field ID of the relationship to the master table, colon (:), field ID of the CC email address—for example, bg334x62r:6:13.
BCC Email Field	Enter actual email addresses in the BCC field, for example, example@company.com. You can separate multiple contacts with a ";".
Copy Email	Enter actual email addresses in the CC field, for example, example@company.com. You can separate multiple contacts with a ";".
Subject	Your Courier email subject line. This subject line can be dynamic by including Quickbase fields—for example, Your [Order #] was delivered to [Address].
Message	The message field includes your Courier configuration's email message. You can use the Extensions Portal to configure your Courier emails. The Extensions Portal has a more familiar feel when creating your email message and can be customized to include dynamic reports, images, and subtable reports.
Message Clist	For Triggered emails only. Provide the Quickbase field IDs of the fields you want to show dynamically in your Courier email message. These FIDs must be separated by a period, for example, 10.15.20.25. This is similar to your Exact Forms Plus or XL Docs Clist.
Files to Attach	You can choose to include files from a File Attachment field or from your Amazon S3 account.
Client Mail Server	If you have provided us your company's own mail server, identify that here.
Add your own Mail Server Options	To start using your own mail server, submit a technical support case with the correct information. We need the mail server name, mail username and password, mail port, and confirmation that encryption is enabled.
File Attachments	You may have up to 5 static email attachments, such as an image or a blank W-9 form.
Attachments from other tables	You can reference a File Attachment field ID and populate that into your Courier configuration. Make sure to upload the correct table ID.
Notes
Description	This is a detailed explanation of the email configuration.