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Question

Button that Triggers WorkflowRule?

  • July 10, 2024
  • 2 replies
  • 3 views

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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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2 replies

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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.


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  • Author
  • July 10, 2024

That is so simple yet so genius I didn’t even think of it - Thank you Pat, you’re a lifesaver!