Add a Comment Action
Add comments to a record through action buttons
You can add comments to a record through action buttons, enhancing app interactivity and automation. You can set this up in two ways: One-Click Action Buttons or Modal Action Buttons. Each setup enables users to add either fixed or custom comments directly to a record.
One-Click Action Buttons
Choose Action: Select Add a Comment.
Choose a Type: Choose if this should be recorded as a comment or a note.
Define Fixed Text: Enter the text to be automatically added to the record. You can use dynamic tokens (e.g., {{user.name}}), but users won’t be able to edit it before submission.
Modal Action Buttons
Choose Action: Select Add a Comment.
Choose a Type: Decide if this will be a comment or a note.
The user will be prompted with a text input box to add their comment. They can format text, upload files, and modify the comment before submission.
Last updated