Action / Workflow Buttons

Owned by Rebecca David
Dec 09, 2024
1 min read

Preview Action Button Post Actions

Hover to Display Post Actions:

  • When hovering over the action button, a popover will appear showing detailed post actions for that button

  • Post actions include:

    • Action User: Which user the forms action will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Status: What status the form will change to

    • Info: Which user the form Info will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Due Date: Any changes to the due date

    • Comment Requirement: Indicates if a comment is required.

Popover Interaction:

  • Users can move the mouse off the action button to hide the pop up

  • Users can click on the action button to proceed as normal.

Availability:

  • This feature will also be available on the preview screen as well as the form response screen