Forum Discussion
Jessica, 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
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- MarkShnier__You9 months agoQrew Champion
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
------------------------------- JessicaMatenga9 months agoQrew Trainee
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
------------------------------- MarkShnier__You9 months agoQrew Champion
Sure, you say that the filter on the Pipeline is the record owner.
You can make a a field on the form for the user to select or enter an override and then have a formula use the override or else the email of the record owner, if there is no override. Then filter the pipeline based in that formula field.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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