I have created an Action Button on Leads that creates a new record in a Custom Module. The relationship between the Lead and the custom module is 1:1 so once a record is created in the new module the button should then be hidden, the record created can be edited but it should not overwrite with a new record
Hello Olivia Forde ,
I was performing a quick test and you can hide the action button after creating the records if you set it as dependent and add the following formula. Just replace $bbb_custommodule_lead with the name of your related custom module.
ifElse(greaterThan(count($bbb_custommodule_leads),0) ,false,true)
Let me know if this works for you.
Cheers,
André
