Save the date! Join us on October 16 for our Product Ops launch event. Register here.
Aug 08, 2024 08:57 PM
I'm working in a new client interface, and they have a button with the action 'Update record'. This is linked to a dropdown. (This is a list of purchase orders.)
But there aren't any other settings for this. What does this action do? How is the record "updated"?
Solved! Go to Solution.
Aug 08, 2024 09:13 PM
I figured it out. I didn't have a record selected, so it wasn't displaying the available sub-settings.
Aug 08, 2024 09:06 PM
The button simply changed the details of the record to a static option.
For example, Set the Name field to say "John".
Or
Set the Statis field to "Active"
Here's some screenshots from my interface of what the set up looks like
Let me know if this helps
Aug 08, 2024 09:11 PM
It looks like you're in a newer interface page with the new settings panel.
This is in the older 'blank page' layout and I don't have any other settings besides what's in the screenshot. I have no sub-settings to "Set" a field.
Aug 08, 2024 09:13 PM
I figured it out. I didn't have a record selected, so it wasn't displaying the available sub-settings.