Regarding Action or Workflow Button to Email a Quote to a Customer:
I have a working action and workflow for sending invoice emails using a template. But I would like to dynamically show/hide the button based on the view and/or column values.
Iโm not sure if a workflow or action button would work better. But I think I could get the desired email body with either.
In any case, how do you show/hide the button in a logical manner for the user, based on the current context (view, row #, column values)?
Specifically, how do you HIDE an action or workflow button in Table or Deck View for a given table, but SHOW the button in Detail View? (You wouldnโt bulk select customers to send invoices to, so the button is just extra noise in a list format).
Thanks in advanced!
If you choose the prominence option as โDisplay prominentlyโ, it will show it only in detail view. Then if you write a formula into the field โIf condition is trueโ, it will do that job. You just need to write a formula which will give you a result either TRUE or FALSE. For exampleโฆ If you write like [ColumnName]=โComletedโ, it will show that action only when that condition is TRUE.
@Aleksi_Alkio Thanks Aleksi. I got it working. The button was still showing in deck view because I hadnโt specified an order for the action buttons- so it was displaying all.
Wellโฆ you remove all actions from the deck view if needed.
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