Custom Action Button

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 

Thank you, the now function worked on my start field.

It still isn't showing up as a separate button, any other thoughts?

It shows up in the button for Log Activity.

Another question, I thought the assigned to would automatically default to the individual creating the action; however, it didn't.  Do you have recommendation for assigned user to be completed? 

Thank you, the now function worked on my start field.

It still isn't showing up as a separate button, any other thoughts?

It shows up in the button for Log Activity.

Another question, I thought the assigned to would automatically default to the individual creating the action; however, it didn't.  Do you have recommendation for assigned user to be completed? 

HI Mary,

I've been playing around with the display settings and it seems to work fine for me as a separate button. May be if you replicated the checkboxes from this screenshot and tried again. 

Setting the Assigned to as the individual clicking the button

Select the 'Assigned User' field from the Copy field value (s) from parent -  and use the option 'Modified by User'.

Hi Mary Clouse ,

I haven't seen a scenario where there are more than 2 action buttons displayed in addition to the record view action menu. The UI automatically condensed them into a dropdown list in those scenarios. Since the Sugar Market button is on the layout, I think that is why you are seeing your action buttons in the dropdown list despite your configuration.

Chris