Discussions

  • 1.  Trigger Pipeline with Rich Text Formula Field?

    Posted 17 days ago
    Is it possible to manually Trigger a Pipeline with a Rich Text Formula Field Button or some other method besides going into pipelines and clicking run?  
    I have a Pipeline that checks the status in a Sharepoint List that I can schedule but I don't want it to run everyday if there are no open projects going on at the time.  I do have it filtered so that it checks the status in QB before it looks at Sharepoint so it would technically not use run quotas if there are not open projects. 
    I also might need it to run more often than scheduled and have another user run it.

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    Thanks for the help!
    Bert
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  • 2.  RE: Trigger Pipeline with Rich Text Formula Field?

    Posted 17 days ago
    You can use the button to check or uncheck a checkbox and that action (of modifying the field in the record) triggers the pipeline.   I don't believe a formula field itself can be the trigger.

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    Jeff Peterson
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  • 3.  RE: Trigger Pipeline with Rich Text Formula Field?

    Posted 17 days ago
    Oh that makes sense.  I will give that a try.  Thanks for the suggestion.

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    Bert Atkinson
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