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Automate starting a related action from record dashboard
wendys42
over 7 years ago
Does anyone know if there is a way to automatically launch a related action when a user gets to the Record summary dashboard? We have created an interface that displays and allows users to interact with the record data within a process model, but the limitation is that the user needs to click through the Summary dashboard > Related Actions and select it first in order to get there. This is cumbersome, especially on a mobile device. We would like to be able to just launch the related action and take them directly to that PM interface rather than a dashboard.
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PhilB
A Score Level 1
over 7 years ago
Another option would be to display the related action as a button at the top of the dashboard as shown in the second picture here:
forum.appian.com/.../Using_the_Records_Tab.html
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PhilB
A Score Level 1
over 7 years ago
Another option would be to display the related action as a button at the top of the dashboard as shown in the second picture here:
forum.appian.com/.../Using_the_Records_Tab.html
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