Currently, when configuring an action button there is no way to take the newly created record in one step and link it to the newly created record in a following step.
I would like to be able to create a contract and a process record related to that contract in a single step. Instead, I have to have the process record created in a separate workflow.
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Similar to this request, there currently isn’t a way to pass values from a record that was updated in one step of an action button workflow into the next step.
Use Case:
I have a flow where a user clicks an action button and enters some information. In the next (hidden) step, I create a new linked record in a “Notes” table. I’d like to carry over the values the user just entered (e.g., notes, context, etc.) and save them as plain text on the new Note record for context.
Currently, I can’t access the values entered in Step 1 when creating the record in Step 2. Having the ability to reference updated values from earlier steps within the same Action Button workflow would make action buttons far more powerful and usable.
Interesting suggestion, and definitely something we want to support in the future, as mentioned though, you can do this with a workflow by triggering an on-demand workflow right after the initial update, and then using the new context in the workflow actions.
We’re hoping to soon make it easier to control and create workflows from the action button editor