Hi!
I am exploring automations using buttons in Fibery.
Trying and looking at the docs I didn’t find the solution yet or it requires some more time to understand.
For my use-case I want to do the following.
click the ‘realize’ button to copy the planned field into the actual field.
Is this possible, or can you point me to the steps/guide that I missed?
Thanks in advance,
Tom
You will want the action to be Update and the field to be updated chosen as Actual. Then use a formula for the value:
[Step 1 Xxx].Planned
where Xxx is the name of the entity type.
That was extremely easy, just the interface I have to get use to, thank you for the quick reply.
Would there be a way to ‘inline’ test the outcomes an automation? via the button interface or another way in Fibery?
Not sure what you mean.
If you want, you can get to editing a button directly from entity view by clicking the triple dots next to the button itself.
I personally find it easy to open a single record, play with field values/button pressing, and then hop in and out of button config as needed.
My question was a bit vague, but I got the answer I think: make the automation and test the behavior on a single entry.
Meaning there is no place/or interface that I am directly able to see an example of the automation/script written as if it was a sort of IDE experience.
Thanks
