ContributionsMost RecentMost LikesSolutionsRe: Pipeline Emails via Outlook Thanks Mark, I understand. Ill give it a shot. ------------------------------ Jessica Matenga ------------------------------ Re: Pipeline Emails via Outlook 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? ------------------------------ Jessica Matenga ------------------------------ Re: Pipeline Emails via Outlook 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 ------------------------------ Jessica Matenga ------------------------------ Re: Pipeline Emails via Outlook 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. ------------------------------ Jessica Matenga ------------------------------ 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 had two email addresses, I am assuming two pipelines but need to know how to set up in QB. Thanks ------------------------------ Jessica Matenga ------------------------------ Re: Outlook Pipeline - Error Remote Service Perfect all working. For the filter I just created the 3 x if statements for all three attachments. Thank you ------------------------------ Jessica Matenga ------------------------------ Re: Outlook Pipeline - Error Remote Service Hi So just to clarify, I create the additional fields and then add those to the outlook fields on the pipeline? And do I also have to add the fields as filters in here? ------------------------------ Jessica Matenga ------------------------------ Re: Outlook Pipeline - Error Remote Service Hi team I have managed to get the pipeline to send one file attachment, how do I get it to send multiple attachments. Have tried to follow the channel instructions but it is not clear. Thanks ------------------------------ Jessica Matenga ------------------------------ Re: Audit Log - Specific Field in specific record Hey Mark If the audit was done via the Pipeline, do you have a sample workflow for how that would be set up. ------------------------------ Jessica Matenga ------------------------------ Outlook Pipeline - Error Remote Service Hi Team So I posted yesterday regarding sending an email with attachments from QB via the Pipeline Outlook Channel. Now it worked yesterday but when I tested this morning it is no longer working and throwing up the error - Remote service reported an error: HTTP status code 404 for URL The image below is the pipeline for Attachments* (list) I also tried running the Pipeline without an attachment and it threw up the error - Validation Error: Please provide a valid source url(s). Does this mean I have to create separate pipelines? One for attachments and one without? Thank you in advance for any responses regarding this post. ------------------------------ Jessica Matenga ------------------------------