An #Action Button is configured and placed on the Case record page to close the Case, with the Pre-Action defined. When users click the button, a screen opens with transformed/existing target field values, allowing them to review and edit those values before proceeding with the update.
Overview
General Use Case
Use an #Action Button on a record page to run a guided, rules-driven action—optionally showing a pre-action review screen so users can confirm or edit transformed values before execution.
Video Demo
Downloadable Executables
Case.CloseWalkthrough
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Pipeline - Case.ActionButtons
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New Executable - Case.Close
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Action Button Settings
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Scoping
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Mapping
