Multiple Select to Start Action on a Record

Question

Usecase: I have a record of Accounts which display a grid of related customers populated from a view. Now, I have a use case where the customer wants to select one or more customer to carry out an action on their information. Also, another use case where the the user needs to be able to Add a new customer using a button on the record. I understand the record view is for rendering information and that a link to related action is the cleaner way available for a user to take an action on a record related information. What is the neatest way to implement the the use case? (links on table rows that start processes in the background is not an option) Appreciate your input? 
 
 OriginalPostID-212711 
 OriginalPostID-212711

ChristineH · Accepted Answer

The add new customer can be a button on the top of the page (related action). For the other (select multiple and do some process), you have two options: 1. Recreate your record as an action. Pick the account for a grid, display the customers in a selectable grid, allow selection then submit into remaining workflow. 2. Use startprocesswriter plugin to allow selection from record dashboard to then start workflow (but this won't take the user into the task). Just a couple of ideas.