Button that Triggers WorkflowRule?

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  • Updated 3 years ago
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Can you trigger a workflow rule from a "Run Multiple Actions" Button?

Use Case:
When a sales rep sells into an account, we want them to click a button that would trigger a WFR, sending me an email that they want to change the account owner. Is this possible to do? 

I can figure out all of the specifics, but I just need to know if it's possible to trigger a WFR from a button.

Thanks in advance for any suggestions.
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Ben Knecht

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Posted 3 years ago

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mB Pat Vachon, Champion

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Sure thing. Simplest way would be update the record based on the criteria of the workflow. ie. "Send Email" checkbox on the object being set to true as criteria.
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Ben Knecht

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That is so simple yet so genius I didn't even think of it - Thank you Pat, you're a lifesaver!