Button-Based Automations
A Button cell lets someone deliberately start an automation from the record they are working with. This is useful when a process should run only after a user chooses an explicit action.
Common examples include:
- submitting a record for approval
- generating a document
- sending a notification or email
- creating follow-up work
- running a controlled script action
Connect the button to an automation
- Create an automation and set its trigger to Manual.
- Add the actions that should run using the current record as context.
- Add a Button cell to the record Type.
- In the Button cell settings, select the manual automation it should run.
- Give the button a label that clearly describes the action.
When a user clicks the button, AnyDB runs the configured automation with that record as its context. The workflow uses the automation's permissions and configuration.
Test the button from a sample record before releasing it to users. Make repeated clicks safe, and avoid vague labels such as Run when the action changes data, sends messages, or creates connected records.
