Forum Discussion

TrishWehrle's avatar
TrishWehrle
Qrew Cadet
7 years ago

Modify the add child record button to also change a field on the child record

I have a table of audit findings and I'm  creating a child table of workflow records. I'd like a formula url button on the audit finding for each action of the workflow process, ie, Send to Response O...
APIs and custom code
App builders
AlexCertificati's avatar
AlexCertificati
Qrew Cadet
7 years ago
We accomplish these workflow kind of functions with checkboxes and automations

For example, here's a data entry form



here's the automation trigger for one of those 'Assign to' checkboxes (the 'close ticket' and 'programming complete' checks do different things)



Admittedly the form rules for those boxes are a bit of a pain