Advanced Email Notifications and Reminders.
QB Courier was designed to provide enhanced functionality when it comes to sending email notifications and reminders to users of your QuickBase application(s) AS WELL as NON users of your QuickBase application(s).
A QuickBase application is used to define the requirements of each message "configuration". Each individual "configuration" determines how, when and why messages are to be sent out for records in your QuickBase application(s).
There is a "Batch" component, an "On-Demand" component and a "Triggered" component to QB Courier which provides you with plenty of flexibility for controlling when email communications should be delivered.
The "Batch" component is a process that automatically runs at a predeterminded time of the day. You can setup your "configurations" to run daily, weekly, monthy, you can also select the day to run, Sunday thru Monday for weekly or select a numeric day of the month for monthly.
If you don't want to wait for a daily process to run then setup an "On-Demand" configuration. This works very similar to the "batch" configuration with respect to record selection and messaging but you can simply cllick a button to start the process right away. For "Batch" and "On-Demand" configurations, you create a report in your QuickBase application to determine the records to be processed, so you can control the selection of records using the existing QuickBase report filtering capabilities. When QB Courier executes, it reads the report query associated with the configuration and processes each record returned by the report itself. So in QB Courier Email Notifications and Reminders are setup the same way because you can filter the records to be processed any way you want.
Lastly, you can "Trigger" a configuration to run right from YOUR QuickBase application. Setup a configuration to be "triggered" and it can be fired from an event that takes place within your application. You setup an email notification to be fired in your application when an event takes place and that will "trigger" a QB Courier configuration to execute. One example of a triggered configuration may be...if you want the file in the file attachment field to be emailed to your users when the approved checkbox on your record is checked off, you could use a "triggered" QB Courier configuration to handle that process.