Other Ways to Trigger Functions

Are you a little wary of workflow rules or simply want a little more flexibility to trigger custom functions when you want? A great alternative would be creating custom buttons.

Write your now-expert Deluge code and associate it to a custom button, placed where you want. Think about being able to perform the following actions with a simple click:

  • send email notifications to clients about all their outstanding invoices
  • convert estimates to purchase orders
  • update certain fields in customer/vendor records (similar to the function we just wrote)

Learn more about Custom Buttons and possible use cases