How to use shortcut buttons ( with automation)

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.

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 

5/Select the action you want and confirm

The button will be automatically displayed on Application pages.