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Browser Pop-up Actions

Browser Pop-up actions trigger a pop-up window displaying a custom message in a logged in user’s browser. The pop-up appears to the users specified in the action only if they are currently logged in to the system. Pop-ups can be run from a time-based or event-specific rule or an action button.

They are typically used to notify a user who saved a record that a follow-up action has been completed or to notify staff members when a new record of a specific type is received, such as a high priority support ticket.

The popup includes a custom message and button to view the record that triggered the popup, as well as a button to close the popup.

Create a Pop-up Action

You can access the Actions wizard in several ways, but the easiest way is to select Setup [Table] from the table where you want to create the action.

  1. From the top nav bar, expand the table's drop-down and select Setup [Table].
  2. Select the Actions tab in the Table wizard.
  3. Click Create Browser Pop-up Action.
  4. Name your action and give it a description.

    Once your action is saved the system automatically adds a B: before your given title to distinguish the action as Browser Pop-up.

  5. Choose recipients to receive the pop-up message. Pop-ups generated by the action can be displayed to a set of hard-coded users or to users held in a user linked field in the record, such as Assigned Person, the team in the Assigned Team field, or the person who initiated the action that resulted in the pop-up.
  6. Create a message that will appear in the pop-up window. This message may contain HTML formatting and may also include any field variables from the record that triggered the popup.
  7. Click Finish.