Hello Community
I want to put an Overlay button that sends an email with Docs template, but that is only found as a Task, and I don't see any action that triggers Tasks.
On the other hand, Bots are triggered from an event.
How can I assign a Process or a Task to a overlay button?
Solved! Go to Solution.
Tasks are specific steps that can run only within a Bot.
You can setup a Bot that is activated by an action button through some column update. Here is what I typically do:
The purpose of Action 1 is to trigger the bot. Action 2 needs to reset the flag IMMEDIATELY to prevent any other updates from re-triggering the Bot.
I hope this helps!
Tasks are specific steps that can run only within a Bot.
You can setup a Bot that is activated by an action button through some column update. Here is what I typically do:
The purpose of Action 1 is to trigger the bot. Action 2 needs to reset the flag IMMEDIATELY to prevent any other updates from re-triggering the Bot.
I hope this helps!
Thank you so much!
I thought about that solution but it seemed to me that I was going around too much and that there should be some more direct way that I was not seeing.
I'll do it like this then
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