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

1. Choose Action: Select Add a Comment.

2. Choose a Type: Choose if this should be recorded as a comment or a note.

3. 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

1. Choose Action: Select Add a Comment.

2. Choose a Type: Decide if this will be a comment or a note.

3. 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.