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Hello everyone.

 

  • I have a (1) Request Form that takes in data from a user.  User submits and data is stored and then goes to a (2) Controller form to approve/reject.
  • In the (2) Controller form, I have buttons to Save, Submit, and Cancel.  Submit will action the worklist item.
  • In the (2) Contorller form, I also have a button to send an email notification to a 3rd party user to fill more data.
  • Question: Can I configure an event to be triggered by a button in the form that is not linked to a worklist action?

See Attached for more notes.

Hi,

 

This can be handled by configuring 'Send an e-mail'' rule  on 'Send Link To Vendor' button click.

 

If you specifically want a workflow Activity to do this, create a workflow with this event and use 'Start a workflow' rule on 'Send Link To Vendor' button click.

 

Hope this helps,

Nidhin

Thdhin.

 

Yes, I want this to become a workflow activity if it is clicked. Also do not want the controller of form 2 to be able to approve until this user has actioned.

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