An #Action Button is added to the Opportunity data list to close selected Opportunities, with a Pre-Action configured (Template Record Editor disabled). When clicked, it opens a line editor for all target records so users can remove unneeded lines, edit rows individually, or mass-edit multiple rows—then proceed to execute the action.
Overview
General Use Case
Use an #Action Button on a #Data List with a line-editor pre-action to review and make changes—remove rows, edit individually, or mass-edit multiple selections—then run the action.
Video Demo
Downloadable Executables
Account.OpenOpportunities.CloseWonWalkthrough
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Pipeline - Account.OpenOpportunities.ActionButtons
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New Executable - Account.OpenOpportunities.CloseWon
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Action Button Settings
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Mapping
