Guide
A Button is a type of Automations that is triggered manually. It allows you to define a set of Actions that should always happen when a trigger condition is met.
To make Buttons even more powerful, you can add Formulas to Actions.
Check out this video for an explanation of how automation formulas differ from formula fields, as well as a couple of examples of what's possible.
How to add a formula into Action
Select an Action.
Select a field you would like to change.
Switch input into the formula mode by clicking f icon at the right of the control
Enter a formula. To reference clicked entity, write [Step 1 Entity].
For example, Feature can be referenced as [Step 1 Feature]
Example: Automate Fields syncing for related Entities
Sometimes there is a need to set the same value for Fields of related Databases.
Let's imagine you have a Feature with User Stories and there is a Product Area Field defined for Feature and User Story. You would like to synchronize the value of the Product Area for all Stories assigned to a Feature.
Here is how it can be accomplished:
Example: Change existing number, date, or text
You can also change existing primitive values. For example, you can create a Button automatically renames the story to reflect its implementation phase and asks for an assignee before saving the changes.
Example: Assign the User who clicked a Button
In addition to the changed Entity (ex. [Step 1 Story]), Automation Formulas come with [User who clicked Button]. Use it to assign people and teams, restrict certain workflows, and track who was the last to update a certain Field.
How to propagate select value in Automation Formulas
You can set single- and multi-select Field values in Automations. Check Set Single- and Multi-Select Fields in Automations.
How to ask user to provide value
Sometimes there is a need to provide dynamic values for Button Actions. You can configure almost any control to ask users values after a Button click.
Open Button configuration.
Select the option Ask User. You can select this option for several controls. The popup will be shown to provide values for all controls configured in this manner.
Usage
Select Entities and click a Button. A popup will appear. Enter values and click Run. The user provided values will be applied to your entities.
Example: Batch changing of several Fields
You can configure a Button to update multiple Fields if you want to make the same changes in multiple Entities.
Only provided values will be changed.
In other words, if you want to change only Assignees and State, then select values for these Fields. The Projects Field will not be changed if the value is not selected.
You can set a field with a formula that returns a collection in IF branch, for example, set People field.