Using popup to control logic for API Button
Hi all, I had a request from some users to create a button to request next phases of work to be scheduled.... I am hoping to be able to dynamically create a task request based on the input. Here ...
Forum Discussion
I would not be able to help you with a pop-up modal asking you questions; but you can use fields on the Form to trigger when the user click a specific field option.
You can then use a formula-text field to develop the criteria by which you can import-from-csv the data in the formula by a Webhook when the record is saved. I would do it this way because it sounds like you are going to need a lot of controlled if/then/else criteria based on the selections the user makes and the deliverable outputs needed. Using a webhook means the automation fires once and actions only once (less likelihood of failing for some reason).
If the button to [request scheduling of design work] is not part of an existing table record, and rather it is a button on a home page; then you could build a table to store these "entries" as records and use them to create an importable record where you want them to be created in the formats you want.
If you need some more assistance with setting up this specific solution; I am happy to help over the phone. Please note that I am in South Carolina and tomorrow (Thursday) we are expecting Dorian to hit us; so she may impact my availability.
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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You can then use a formula-text field to develop the criteria by which you can import-from-csv the data in the formula by a Webhook when the record is saved. I would do it this way because it sounds like you are going to need a lot of controlled if/then/else criteria based on the selections the user makes and the deliverable outputs needed. Using a webhook means the automation fires once and actions only once (less likelihood of failing for some reason).
If the button to [request scheduling of design work] is not part of an existing table record, and rather it is a button on a home page; then you could build a table to store these "entries" as records and use them to create an importable record where you want them to be created in the formats you want.
If you need some more assistance with setting up this specific solution; I am happy to help over the phone. Please note that I am in South Carolina and tomorrow (Thursday) we are expecting Dorian to hit us; so she may impact my availability.
------------------------------
Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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Sorry for the slow response but I do appreciate the help! I think based on your email the right approach for me might be to create a field to choose what type of request this is and let a form rule complete the assigned to field. Not ideal but it will work.
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Ivan Weiss
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Ivan Weiss
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