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How do I create a URL Button that, upon certain conditions being met, would save the record and send a notification

  • 1.  How do I create a URL Button that, upon certain conditions being met, would save the record and send a notification

    Posted 09-13-2017 15:59
    One of our apps is our company's CRM.  I would like for my sales folks to be able to put in all pertinent information and then hit a "Request Quote" button that would check for all necessary conditions being met (i.e., company name, product requested, etc.), then save the record and send a notification to external users.
    If at all possible, I would like to use a notification that I can set up in the table settings.
    Thoughts?

    Mike


  • 2.  RE: How do I create a URL Button that, upon certain conditions being met, would save the record and send a notification

    Posted 09-13-2017 16:04
    I'd recommend controlling the 'criteria' in the table notification itself.

    i.e. When a record is saved and x, y, z are true.

    It makes it easier to maintain. if this should happen everytime a new record is created.

    BUT, if for some reason they may start it, need to save and return later, then I'd recommend creating a button that will check or uncheck a checkbox via the API_EditRecord function.   Then your notification will trigger off of that checkbox being changed.