Is there a way to run reports on demand via an action button?
If not this would be a good enhancement.
@Tammi_Canelli Add an additional column to your table that you will be creating reports and then assign an action button which will record TRUE/FALSE or whatever value you want to this column. Then create a WF rule with UPDATES_ONLY mode and set its condition as per the value of this column.
It’s better to use NOW() than True/False because if your value is TRUE already and you try to write TRUE into that field, nothing will happen. With the NOW() it will always trigger that workflow.
1 Like
Would you mind sharing a bit more detail on how this would work with now()?
#1 - Add a DateTime field without initial value
#2 - Create an action button that writes the value with NOW() expression
#3 - Set the position as “Display prominently”
#4 - Add a condition rule to your Workflow like… AND(ISNOTBLANK([DateTime]),[_THISROW_BEFORE].[DateTime]<>[_THISROW_AFTER].[DateTime])
#5 - When you click that action button, it writes NOW(). Every time when you click it, the DateTime value is different and it will trigger it.
3 Likes
