Custom Button with Actions

Custom buttons can activate workflow actions. These actions define events that are performed. Currently there are three types of workflow actions supported by TeamDesk:

E-mail Alert

Update Record

Create Record

Delete Record

Call URL

Navigate

Mobile Device Alert

Please, note that the Navigate action does NOT work, if you add it as an action triggered by a Multi-Record button.

Also, TeamDesk allows cascading execution of record change triggers. By default the cascading execution is switched off. It is controlled via the Execute Triggers option available in Create Record, Update Record, Delete Record and Call-URL actions.

For example, an email alert can be sent to the client, when the “Delivery Status” is “Complete”. Just add the E-mail Alert Action to the Actions section of the Custom Button.

Next: Edit Form Custom Button