How to create buttons that trigger automations in records?

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1

Hi Tape community, I’m looking to create custom buttons in my app records that trigger workflow automations when clicked. Is that possible? Do not find anything in the documentation.

2

You can use a single select field (just make sure to uncheck it in your automation)

You can also use the external link to trigger automation, and set the triggering link in a calculation with an HTML button.

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3

Okay. That sounds like an interesting workaround.

Is “clickable buttons” (connected to an automation) on the roadmap?

4

@mkduew - from my perspective, the single select field option that @1F2Ns has shared is the solution, not a workaround, for a ‘clickable button’ tied to an automation.

Anywhere, in any app, you can add a single select field. You can choose whether that has one option viewed inline that is the ‘clickable button’ you seek. Or you can use it to have several options in more of a drop down style.

From there it’s very simple to create an automation that says when the single select field changes, if the value = ‘whatever your trigger button value says’
Then run X automation.

As John mentioned, then just add one more step in your automation that says to unset the value of that field when done. This simply ensures the selection is empty so the button is ready to be clicked again as a trigger by your team anytime.

Is there something beyond that which you are looking for that isn’t already solved for? We use single select fields and flows like this as workflow triggers in hundreds of scenarios and find it to work perfectly in tape.

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5

I have the same question.

I have an automation that produces an email containing the meeting notes of meetings of a certain period. I want to enable the user to click on something to actvate this automation.

As a workaround it is now triggered by changing a field in a table.
It would look a lot smarter if there were a proper button to activate it.

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6

Drop in a Feature request. We could guage community interest.

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7

Good idea. It’s done. Now we wait and see if the Tape team likes it.

8

Don’t forget to vote for it feature request if you haven’t already. After they get implemented you can reclaim your votes.

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