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How to use shortcut buttons ( with automation)
How to use shortcut buttons ( with automation)
Updated over 2 months ago

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Automations allow you to create shortcut buttons that you can use to achieve actions with a click.

Where are shortcut buttons displayed?

Shortcut buttons are added to your applications page headers.

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When can I use shortcut buttons?

Here are a few examples of actions that can automatically be triggered using shortcut buttons:

  1. Approve all steps of an existing application

  2. Notify teammate that application is pre-approved

  3. Send a reminder to end-user

How to create a shortcut button

  1. Go to your processes page (Resources>Processes)

  2. Select your favorite process

  3. From the sidebar, click on the Automation tab

  4. Choose the trigger 'When a shortcut button is clicked' and add a short button text

screen_trigger.png

5/Select the action you want and confirm

The button will be automatically displayed on Application pages.

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