You are able to create an Action Button to create a record or run a workflow.
To configure action button on a Screen
- Open the Screen Builder
- Select + Actions button. The menu appears with two options available:
- Create Record (adds a button on the screen to create a record of a specified object)
- Run Workflow (adds a button on the screen to run a specified workflow)
- If creating a record:
- Enter Name
- Select Object
- Select Form to open
- If running a workflow, select:
- Workflow to run
- Select OK to save. The activity appears as an action button at the top right of the screen
- Select SAVE to save the screen.
The Action Button is only functional in screen view mode (not Screen Builder mode).