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.

Parents Reply Children
  • Hi  ,

    I wish I could say I have found a rhyme or reason; I have not set aside the time necessary to debug the behavior further. I have had scenarios where I have two action buttons appearing side by side, but then after certain events occur on the record, the buttons merge into a single dropdown. In other scenarios, I have had a single action button field configured to show multiple, distinct buttons in the record header, and they are automatically collapsed to a dropdown regardless of how many are supposed to show. I adapted my designs to use a single button dropdown, so I could ensure I had a predictable user experience.

    I see your screenshot is from 14.2; all of my configuration was on 14.1 and earlier. Maybe there were some updates in the 14.2 UI refresh that make action button layouts better respect their configuration.

    Chris

  • Thank you Chris and Sheldon.  I've tried the recommendations and it still show as part of the dropdown.  

    This solution works for us.  I'll be able to remove some of the other actions for this module action button to make the list shorter for the end user.

    Mary Clouse

    USPack Logistics