Managing Record Action
- Evangeline Cruz
Owned by Evangeline Cruz
1. Click Setup from the Toolsbar.
2. Click on Automation > Automation Setup. Page opens and Automation list displays per type defaulting to Quicklinks.
3. Click New Automation. Form opens.
4. In the Automation Type, select Record Action.
5. Enter the Automation Name.
Enter name of automation action. This name will appear in the selection list for Quick Links.
6. Select the Module from the selection drop down
7. Toggle Status. Active is default
8. Select Record Event
Save - the action will run on saving the record
Create - the action will run upon Creating a new record
9. Proceed with Defining Automation Steps (click to see detailed steps).
10. Click Save.