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June 10, 2022
Question

Record actions

  • June 10, 2022
  • 2 replies
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for my summary page i want to add a aprrove button action . how can i do that

    2 replies

    konduruc733182
    June 10, 2022

    Hello NeilTheodus,

    You will have to create a process model to make changes in the existing data using a form with the approve and reject buttons containing the values add approve and reject respectively. You can configure the related record action manually in the record actions settings in the record type object. You will have to call your process model.

    Hope this will help you!

    harshitb6843
    June 10, 2022

    The best way is to do via Record actions - https://docs.appian.com/suite/help/22.1/record-actions.html
    or
    You can add a button on your summary page and start a process when the user clicks on it using a!startProcess smart service inside button's saveInto.