Forum Discussion

AnthonyWong1's avatar
Qrew Member
3 years ago

Make a button generate a quick note


I've made a field called CALL BUTTON (Showing as Called) as a formula - URL

This button is intended to add a note to a notes field called "Call Log". The note will be timestamped and label it as:

"[Timestamp, User] Call made"

Can someone support me with the appropriate input? Thank You

Anthony Wong

1 Reply

  • PaulPeterson1's avatar
    Qrew Assistant Captain
    The approach I have used, and I'm sure there are others that are better, is to use the button to check a checkbox and use the checkbox to trigger a pipeline that will insert the desired data.

    For example you create a checkbox as the trigger and use a formula rich text field like this:

    var text urlyes =
    URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken=yourTokenID&rid=" & [Record ID#] & "&_fid_21=1" &
    "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#]);

    var text sendChecklist = "<a class=\"Vibrant Success\" style=\"width:100px; text-align: center; color: #fff;\" href=" & $urlyes & ">Add Note</a>";


    Then create a pipeline that triggers when that checkbox is checked to add the notes you need.

    Paul Peterson