This feature is out of this world! You can add custom buttons to FreeAgent CRM's web interface for any of your Apps. They work hand in hand with Automations, which allows you to do pretty much anything you need to complete your processes.
Do you need to establish a process where a quote needs to be approved by a manager before it can be sent to the customer? Easy.
Want to receive a notification right to the messaging app used by your Company when a sales rep has sent a quote for approval? Piece of cake.
Once the Quote is approved you want to have a way to send it to your customer for signature with a single click? You got it!
These are just a few examples of the things you can achieve thanks to this powerful duo:
App Actions + Automations.
Edition Qualifier: App Actions are available for all FreeAgent CRM editions.
User Permissions: Only Administrators can create App Actions.
Prerequisites: The desired Automation has to be created before adding a new App Action.
In this tutorial we will cover the following topics:
- Navigate to App Actions
- Create App Action
- Automations
- Form Rules for App Actions
Navigate to App Actions
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup to display all your existing Apps. Then select your desired app and click on 'App Actions'. You can also use the search function to get there faster, just start typing 'App Actions'.
Create App Action
There are a few elements to take into consideration when creating a new App Action, you can see the details for each of them in the table below:
| App Action Creation Fields | Description |
| Description | Used to add the details for the App Action. |
| Name | Identifies the App Action. |
| Icon | Enables you to select from the current icon selection. |
| Appearance | Default - Light grey colored button. Primary - The button will have the main color of the selected theme. Secondary - Light grey colored button. |
| Roles | Select the Roles that will have access to the App Action |
| Type | Automation - It will allow you to select from any of the existing automations in the field available above. System - For existing App Actions like Edit or Delete. |
| Automation | If the type is 'Automation' here you will need to select the automation that will be triggered when the App Action button is clicked on. |
Once you have saved your App Action, if you go to the detail page of any record of that App, you will notice a new button right next to the Edit & Delete buttons.
Edit App Action
Select the App Action to modify and click the 'Edit' button. Make your changes and save once you are done.
Deactivate / Activate App Action
Select the App Action that you want to stop using and click the 'Deactivate' button. To start using it again, click the 'Show deactivated' checkbox to show all App Actions, select it and click the 'Activate' button.
Reorder App Actions
You can change the order in which the buttons appear on the detail page, just click the 'Reorder' button and drag&drop your App Actions in the desired order. Then just save your changes.
Automations
In order for the App Actions to do something, it is necessary to create an Automation for them. There are different types of Automations available, from the creation of new records or next steps to more elaborated ones, like those based on Custom code. To learn more about Automations and how to create them, please visit the following tutorial:
Automations
Form Rules for App Actions
You can create a set of conditions for App Actions. If those conditions are not met, then it doesn't matter how many times you click the App Action button, nothing is going to happen. To learn more about them, please visit the following tutorial:
Form Rules