Custom Button with Actions
Custom buttons can activate. These actions define events that are performed. Currently there are three types of workflow actions supported by TeamDesk:
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 Execute Triggers option available in Create Record, Update Record, Delete Record and Call-URL actions.. By default the cascading execution is switched off. It is controlled via the
For example, an email alert can be sent to the client, when the “Delivery Status” is “Complete”. Just add the Actions section of the Custom Button.to the
Next: Edit Form Custom Button