How to use shortcut buttons ( with automation)

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

Where are shortcut buttons displayed?

Shortcut button are added on your applications pages headers.

When can I use shortcut buttons?

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

• Approve all steps of an existing application
• Notify teammate that application is pre-approved
• 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.