How do I create a URL Button that, upon certain conditions being met, would save the record and send a notification

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One of our apps is our company's CRM.  I would like for my sales folks to be able to put in all pertinent information and then hit a "Request Quote" button that would check for all necessary conditions being met (i.e., company name, product requested, etc.), then save the record and send a notification to external users.
If at all possible, I would like to use a notification that I can set up in the table settings.
Thoughts?

Mike
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Mike

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Posted 1 year ago

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Matthew Neil

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I'd recommend controlling the 'criteria' in the table notification itself.

i.e. When a record is saved and x, y, z are true.

It makes it easier to maintain. if this should happen everytime a new record is created.

BUT, if for some reason they may start it, need to save and return later, then I'd recommend creating a button that will check or uncheck a checkbox via the API_EditRecord function.   Then your notification will trigger off of that checkbox being changed.