Add "save record then open URL" action to button
Y
YES Integrations
Problem:
Records have to be explicitly saved every time before clicking a button that uses information from the record. Often users can forget to do this, with unintended results.
Solution:
Adding an option to "Save Record, then Open Link" to the button field would solve this issue.
If anyone has an idea on how to do this with the current option please let me know at this community post: https://community.smartsuite.com/developer-hub-u5l41n7u/post/saving-records-before-clicking-buttons-hDQvcTLzUHF53NA
M
Matt Bickerton
Or the record could always auto save so that this problem never exists?