Make a button generate a quick note
Hello, 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 lab...
Forum Discussion
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>";
$sendChecklist
Then create a pipeline that triggers when that checkbox is checked to add the notes you need.
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Paul Peterson
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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>";
$sendChecklist
Then create a pipeline that triggers when that checkbox is checked to add the notes you need.
------------------------------
Paul Peterson
------------------------------
