Open page AND trigger workflow?

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1

This may be a feature request, but I thought I’d ask here first.

I have a ‘whats new’ type button that opens a page with information about changes to the application, but I have no easy way to see if users are clicking it.

I would like to have a workflow attached to the button (easy), but the workflow to open the modal page (doesn’t seem to be an option).

Alternatively, I’d like the Action button to open the page (easy) and then trigger a workflow (to log the visit and record the users name).

If I could capture that info then I could only display the button to users who’d not clicked it yet.

2

Hi @Bitstreams

That’s a nice use case. I am thinking about such scenario here:

  • Set the action for that button “Run Custom Workflow”, and send the logged-in user email and current date and time values as the data.
  • Create a new workflow with the Run Custom Workflow trigger and collect that data, leave the second “Show wait screen” step as it is.
  • On the third step, use “Add record” action, selecting the datasource table you want to save the data about the user and date & time the button was clicked in. Use the variables of that data from the trigger for that step.
  • On the last action “End User Interactions” set the Navigation to open the page, and select the page you want to redirect the user after.

I think this should do the trick. If you mean something different, please let me know.

3

Hi David,

That works beautifully and by removing the ‘show wait screen’ and toast message, the effect is just the same as it was with an action button.

Thanks for your help

Simon

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