Can you trigger a workflow rule from a “Run Multiple Actions” Button?
Use Case:
When a sales rep sells into an account, we want them to click a button that would trigger a WFR, sending me an email that they want to change the account owner. Is this possible to do?
I can figure out all of the specifics, but I just need to know if it’s possible to trigger a WFR from a button.
Thanks in advance for any suggestions.
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Sure thing. Simplest way would be update the record based on the criteria of the workflow. ie. “Send Email” checkbox on the object being set to true as criteria.
That is so simple yet so genius I didn’t even think of it - Thank you Pat, you’re a lifesaver!
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