Solved: Is there a way to trigger a Task from an action? - Page 2

TalkNet_TechnoS · 10-31-2022 09:46 AM

Hello Community

I want to put an Overlay button that sends an email with Docs template, but that is only found as a Task, and I don't see any action that triggers Tasks.
On the other hand, Bots are triggered from an event.
How can I assign a Process or a Task to a overlay button?

WillowMobileSys

Tasks are specific steps that can run only within a Bot.

You can setup a Bot that is activated by an action button through some column update. Here is what I typically do:

Add a column to the table from which the email is to be sent and name it something like [Send Email?].
Create an Overlay action button as a Grouped action
Action 1 in the group - set [Send Email?] = TRUE
Action 2 in the group - set [Send Email?] = FALSE
Setup a Bot, with Email Task, to trigger when [Send Email?] = TRUE

The purpose of Action 1 is to trigger the bot. Action 2 needs to reset the flag IMMEDIATELY to prevent any other updates from re-triggering the Bot.

I hope this helps!

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