Custom Action Button

I'm trying to create a new Action button for Leads that relates to calls; specifically Left Voicemail. The name of the button is left voicemail. The date_start field (datetime) is a required field. When I add the action to calculate the start using the function to timestamp I keep getting the following error message:

Question 2, I want this to be a separate button to the left of Log Activity and it's not working either. it shows int he Log Activity Dropdown

Something is not connecting for me to finish this button creation..

Thank you.

0 Chris Raffle 1 hour ago

HI Mary Clouse ,

Can you provide a screenshot of how you are setting the date_start value in your action button configuration? If you are using a formula to calculate the value, please provide the full formula if it is not visible from the screenshot.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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0 Sheldon Pereira 47 minutes ago

Hi Mary,

I hope you're doing well.

You could use 'now()' for the date_start field to add a timestamp.

Alternatively, 'addDays(now(),3)' - For a future date.

Q2: Could you check the button display settings? It might be set to 'Dropdown' instead of 'Button'.

Kind regards,
Sheldon Pereira
CRM Strategy
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