Set up the email notification

Create the Email Notification

After the tables are all set up, the Email Notification is needed to invoke the actual import. The notification runs on the File Imports table (older apps and articles call it Import Files). When a file is added to a record there, the notification sends the record's Import Generation Arguments to EZ File Importer.

Open the File Imports table settings

Open the File Imports table, then select Settings: the gear icon at the top left of the page, next to the table name.

Create a new notification

Next, select Notifications, subscriptions & reminders and create a new email.

Choose the notification type

In the popup, select the Notification option and then select the Create button.

Configure notification permissions and recipients

• Select the permission type to be Open: Emails sent openly to anyone.

• Give the notification a meaningful name, for example EZ File Importer Notify.

• Enter the EZ File Importer email address in the Notify whom email addresses box. You can include other email addresses if you want others notified when the process has been requested for execution.

  • US accounts: ezfileimportermultisheet@mail.quickbasetools.com

  • EU accounts: ezfileimportermultisheeteu@mail.quickbasetools.com

  The EZ File Importer Batch Email field on the File Imports table holds the right address for your account.

• Under Notification when, choose the option that sends the notification when a record is modified or added. In Quickbase it names your table's record type, for example an Import File is modified or added.

• Select Additional criteria, and then:

  1. Under AND when, select Any of the following fields change, and select the File field. The notification then fires when a file is added or replaced. The other fields in the list are File Name, Refresh, Import Generation Arguments, Related Key Value, Related Key Value (Formula), Related Configuration Group, and Record Owner; leave them cleared.

  2. Under AND when the following conditions are true after the change, choose all of these conditions, and add one: File Name is not equal to the value, with the value left blank. This makes sure the file isn't blank.

Configure the email contents

In the Email Contents section, select Custom Message as the Message Type, and then on the Single record version tab:

• In Subject, use a descriptive name, for example EZ File Importer - Test. You can also add the %AppName% marker to the end.

• In Custom message, add the Import Generation Arguments field by choosing it from the Choose fields & markers list at the top right of the message box. The message should contain [Import Generation Arguments] and nothing else.

Then select Save to save the notification.

Notes

• After saving the Email Notification, make sure it is Active: in the list of notifications, the Active column shows a green check mark for it. The list also shows the notification's name, the details (Sent whenever Import File records are Added, Modified), the type (Notification), and the address it's sent to.

• You might receive an error while saving the Email Notification. The page is titled Notification Error and says This account may only send email to verified Quick Base users. Please contact Quick Base Customer Support for more information about this restriction. If so, open a technical support case to allow your account to send emails to non-registered Quickbase users.