Add a Button Type field.
complete
Ken Tomlen
Provide a field type that is a button that can be configured to trigger an automation when clicked by a user.
Use Cases:
- Ability to send an introduction email to a client
- Ability to send a notification to a Slack channel to escalate a support ticket.
- Ability for a user filling out an order to click a button that fires an API call to Stripe to process a payment.
Bonus: It would be nifty if this could also be used on dashboards or other views.
Examples:
- User is in a PMO dashboard observing project status and needs to send out a report to internal stakeholders. Clicks button, which triggers Automation that has mail merge action to email dashboard snapshot. (ok got ahead of myself on that one, but you get the picture. ;-) )
Jon Darbyshire
complete
This feature has been implemented.
K
Kai Dickas
Jon Darbyshire will it also be possible to fire a webhook with the button?
Jon Darbyshire
Kai Dickas: Yes, this is part of the requirements that we have. We will likely roll this out in two phases since so many people are requesting this. The ability to fire a webhook will likely in phase 2, but I will see if there is any way possible to release this in phase 1.
Jon Darbyshire
in progress
This feature is now being implemented by our dev team.
Jon Darbyshire
planned
Vasken Bakalian
Jon Darbyshire: impatient to use the button!
A suggestion:
The button may have the basic & frequent functionalities similar to the formula has the basic arithmetic functions (+ - X / ) displayed, and the "advanced" toggle.
The button may have the basic functions like send email, update record, open url displayed as options, and the advanced for firing a webhook or add a piece of code ..etc