Pipeline Emails via Outlook
Hi
I have set up a single pipeline for one user which is working, however, I need to set up multiple users with their own email. How do I connect a pipeline to a user? There is also one user who h...
Forum Discussion
Hi Brian
Thank you for your response. It would more likely be max 10 x users requiring to email directly out of QB. If I create the formula email field type, how does the pipeline know which of the outlook accounts to use. In Step A I have added to the Query the Record Owner > Email see image below
the email address for the user
Each user will still have its own pipeline but I was wondering if this is too clunky for the system or is there an easier way.
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Jessica Matenga
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MarkShnier__You
Qrew Legend
Qrew LegendJessica, because you need to make that "Connection" to the Outlook I'm fairly sure that you need separate Pipelines per user.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thanks Mark, yes you are correct and I am in the process of setting up each pipeline. Just wondering if my set up was the best way and also because one user has 2 x email addresses, other than him having to log in as a separate user (as my query is based on the record owner email), is there a better method?
Thank you
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Jessica Matenga
------------------------------- MarkShnier__You
Jessica, are you saying that the user has two Quickbase userids? or are you saying that based on something on a record, the outlook email needs to come from 1 of 2 mail addresses for that single user?
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------At this stage the user only has one userid but two emails that need to be sent out via QB. Is there a way that when he is in a record he can select which email address / pipeline account to send the email from?
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Jessica Matenga
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