Use case examples
Work approvals, standardized escalation, conditional follow ups, transfer task to a formal document, enrich task by information from external resources, one-click asorting of ticket pool.
Entity button
How it works
Video tutorial available here.
A button is shown on the detail of an entity, e.g. a task. User clicks on it, and it performs pre-defined actions in one go.
Trigger type: manual. The automation runs when a user clicks a button on a task or other entity.
