Forum Discussion
CarreraHalwachs
7 years agoQrew Trainee
This was it! It took me about eighteen tries and two hours of talking myself through it (I think all the staff outside my office thinks I'm going bonkers), but it did come together.
So I am assuming that if I wanted to do something really crazy, like add a Communication from a Reminder, I would just edit the formula in the "Add Communication" button of Reminders by extending this formula in the same pattern?
I did figure out reasonably early on (as in, last week), that I was best off duplicating my app and renaming it "Carrera's Test App." This lets me trial run edits and changes without creating a huge mess in my primary app, and minimizes any downtime that my reps have while actually using the app.
Thank you!
So I am assuming that if I wanted to do something really crazy, like add a Communication from a Reminder, I would just edit the formula in the "Add Communication" button of Reminders by extending this formula in the same pattern?
I did figure out reasonably early on (as in, last week), that I was best off duplicating my app and renaming it "Carrera's Test App." This lets me trial run edits and changes without creating a huge mess in my primary app, and minimizes any downtime that my reps have while actually using the app.
Thank you!
- EvanMartinez7 years agoModeratorThat is right, you can use the same method to edit other add record buttons in much the same way. They just need to be updated to use the right field ids and field names.
Having a test app is also a great idea, it gives you a safe place to practice your changes. I have several test apps I maintain just for testing and planning. I'm glad the information was helpful Carrera and have a great day!