Popup window

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1

Hi there

Is there any way (without heavy coding…) to have an automation trigger a popup window linking to the record created by that automation in another workspace?

I hope it makes sense - thanks in advance!

Best, Jon

2

Hi Jon,

Where are you triggering the automation from? Is it from the record (like a “Single select” option triggering automation)?

3

Hi Luis.
Thanks for your reply!
Hmm, I’m not sure - but yes, it’s triggered in a record. I can try to explain - I hope it will be clear…:
In one workspace we would like to automatically create tasks in another workspace by pressing a “button” (“Create new task”) whereby a record will be created in a dedicated “task workspace”. Some of the fields in the new record will be set automatically, but others need to be filled out manually. That is why it would be convenient to have a popup window open with the new task record ready to fill out.
Does it make sense - and does it even answer your question…?
Best, Jon

4

Hey @jon
For scenarios like this, we often like to use a ‘Go There Now’ link in the breadcrumb trail of comments to guide people to their next actionable spot in the data. Unfortunately Tape doesn’t allow for the “Created Item ID” as a direct variable within the workflow automations to place in a comment using @ symbol.

The created item ID IS however a variable that can be accessed in the raw code using a calculation field.

Therefore, to get a ‘go there now’ type link, you just have to break it into two steps with a calculation and then a comment action like this:

1600×734 43.1 KB

Ultimately with the Created Item ID in a calc field to be callable as a unique variable, you then just need to comment something like:

Please click to [Go There Now](https://tapeapp.com/red-cliff-labs/record/@Created Item ID)

The red-cliff-labs portion must be replaced with your respective organization name.
Aka
https://tapeapp.com/[ORGName]/record/@Created Item ID

I hope that helps you figure out an option for what you’re looking for

1 Like
5

Today, I was experimenting with using links to trigger automation from the dashboard. Here is what I came up with:

Here is the workspace I used for that: https://share.tapeapp.com/2062/workspaces/dashboard-controller?auth=wks860e759ac86dbfd98624990d1e4c27b5

If you want a “centralized” place to trigger automation, putting them on the dashboard (as links) might work for what you want. Carson’s approach is excellent for “next steps” automation while keeping it on the record

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6

Some of our customers are always asking for popup like some kind of alert or info. Just had a thought: Maybe would be possible to build popup inside a script block using javascript and show it on the record?

7

Hi Carson.
Thank you so much!
That could work too.
As it works now, I have made a field with the related record that is being created - that makes it really easy to click. The field I made is hidden if empty, so it appears first when the automation has created the related record - I hope that it can function as a sort of call to action that way.
The challenge is, that I want it to be even clearer that people have to fill out some of the fields in the new record manually an straight away because it doesn’t work with assigning task to each other.
And that is why I would like to have it make a popup window immediately.
Best, Jon

1 Like
8

Hi Luis and thanks!
I’ll see if I can get my head around that.
I noticed an action field in your automation called “Redirect users to another web page”, that I think would be handy in my case. But it doesn’t seem to be one of the possibilities for me to choose from when choosing an action.
How do I choose that?
// Jon

9

Thanks for the idea, Tomaz - I’ll look in to that.
// Jon

10

We are doing something similar to @CarsonRedCliffLabs in that we’ve created workflows of the type “External Link” and when an item is created, we store the external links for certain workflows in hidden fields in the item. We then add calculation fields that show dabuttonfactory buttons with those links. When a user clicks on a button, the external workflow fires, sends the user to the link, and then there’s an option in those particular workflows to redirect the user somewhere. After we create the item, we get the created record ID and automatically redirect the user to the new item with everything prefilled and then they continue on. It works super great, and we have been using this strategy in Podio as well for a long time.

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11

The “Redirect users to another webpage” action only appears in the 🆕 Trigger · Web link clicked · Workflow Automation

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