Follow the steps below:
Step | Action | Comment |
1. | Click Setup from the Module Tabs. |  |
2. | Click on Automation > Automation Setup from the Settings pane on the left. | |
3. | Click on the New Automation to create a new automation | The Automation type or Trigger selected on the drop down on the right is the default type. This can be changed inside the form. |
4. | Enter the Automation Name | Enter name of automation action. This name will appear in the selection list for Quick Links. |
5. | In the Automation Type, Select Record Action radio button | |
6. | Select the Module from the selection drop down | Name of the module |
7. | Toggle Status | Active is default. If its In-active, then it will not show on the list. |
8. | Enable or Disable Public checkbox | If enabled, this Quick ink can be run by all users. otherwise only the Administrator can see it |
9. | Click on the Restrict To field to select group/s | This field only appears when Public is checked. Only the members belonging to the groups can run the Quick link |
10. | Select Record Event | Save - the action will run on saving the record Create - the action will run upon Creating a new record |
11. | Proceed with Defining Automation Steps. | |
12. | Click on Save and Close. | |