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Custom Action Button

Mary Clouse

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.

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  • 0

    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 

  • 0 in reply to Sheldon Pereira

    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? 

    Mary Clouse

    USPack Logistics

Reply
  • 0 in reply to Sheldon Pereira

    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? 

    Mary Clouse

    USPack Logistics

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  • 0 in reply to Mary Clouse

    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'.

     

  • 0 in reply to Mary Clouse

    Hi  ,

    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

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year