In-place Automations

In-place automations provide immediate actions triggered by UI elements like buttons and form submissions.

Key Features

Direct Association

• Tied to specific UI elements
• Context-aware actions
• Immediate execution

Quick Configuration

• Built where needed
• Simple setup
• Visual builder

Common Uses

Button Actions

• Status updates
• Record processing
• Data validation
• Quick approvals

Form Actions

• Submission handling
• Data transformation
• Record creation
• Notifications

Configuration Steps

1. Select Trigger Element

   • Button column
   • Form submission
   • Other UI elements

2. Define Actions

   • Update records
   • Send notifications
   • Create items
   • Trigger processes

3. Test & Deploy

   • Verify behavior
   • Check conditions
   • Enable automation

Visibility & Management

Find your in-place automations:

• In-place automations tab
• Automation view
• Associated elements

Related Features

Button Column Create clickable buttons that trigger automations

Form View Handle form submissions with automations