Browser Pop-up Actions
Create a Pop-up Action
From the Actions tab within the Table wizard or while adding an action to a rule:
- Click Create Browser Pop-up Action.
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.
- 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.
- 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.
- Click Finish.