I am not sure if this is possible. I need my users to have the capability to click an action button (not a workflow rule) that pulls up a view/pdf/doc that they can view.
Case use:
My user is on the phone with a customer. Customer asks about his/her invoice. The user goes to that view - showing invoice data. User can click on a button to export this as a template (i create) of that invoice.
Reason it canโt be a workflow rule - this isnโt an auto triggered event. I created a workflow as well, but for this i need a button.
Does this make sense?
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