Have you ever wished that there’s a button to quickly add yourself to a User/Group field, without opening the picker window? We found ourselves doing this more than 10 times a day triaging Archer records, and we’ve developed a magic button for that, and even better, this opens a door to the world that we can customize this button to do more magic.
The magic button can be configured to clear the existing selected users and only pick the logged-in user or can add the logged-in user to the user list.
Now the magic part, the button could be customized to perform any client’s business requirements, for example:
- Assign the logged-in user’s group, instead of the user.
- If your Archer instance has organization structure stored either in User Profile or Contacts app, this button could change to “Assign My Manager” with API to fetch the manager’s user ID.
- Not only Users/Groups, the button can also handle Text, Date, Numeric fields, even Cross-Reference field, to quickly add a pre-defined value to any of these UI inputs.
- To copy a value from another record into this field, just like the Record Autofill, see link here.