Vedachalam Mahadevan
10/04/2024, 5:12 AMCeligo AI
10/04/2024, 5:12 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To implement a button on an invoice form that changes a custom checkbox status from On to Off using a workflow, you can follow these steps: 1. Create a custom checkbox field on the invoice record. This will be the field that the button will toggle. 2. Create a new workflow. Set the record type to 'Invoice' and trigger type to 'On View or Update'. 3. Add a 'State' to the workflow. 4. In the 'State', add a 'Workflow Action'. Set the action type to 'Show/Hide Button'. In the parameters, select the button you want to show/hide and set the condition for when you want to show/hide it. For example, you can set the condition to show the button when the custom checkbox field is unchecked. 5. Add another 'Workflow Action'. Set the action type to 'Set Field Value'. In the parameters, select the custom checkbox field and set the value to 'T' (which represents 'True' or checked). 6. Save and deploy the workflow. Now, when you view an invoice record, if the custom checkbox field is unchecked, the button will be visible. When you click the button, it will check the custom checkbox field and hide itself. Remember, you can also add conditions to the workflow actions to control when they should be executed. For example, you can add a condition to the 'Set Field Value' action to only execute it when the button is clicked. Please note that this is a basic example and you may need to adjust it to fit your specific requirements.
Celigo AI
10/04/2024, 5:12 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/04/2024, 5:12 AM