Notes:
- If the video quality is not good then you can change its quality from 360P to 720P from the settings for better view and resolution.
- If the video is not playing in your browser you can try reloading the page after sometime or try in another browser on your system.
- If video is loading you can try after sometime it is processing internally. So please wait and try after sometime after reload.
Automated Action ⇒ Types of Action To Do
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Execute Python Code:
In executing python code you can call any methods of ORM and also methods inside the model as well as you can write business logic which you would like to execute when automated action triggers.
Create a new record:
Using this option, you can create new record on specific model you which you set on target model field. So for example when this automated action triggers on record then system will automatically create record based on your setup.
Updated the record:
Using this option, you can update existing record on current model you which you set on model field. So for example when this automated action triggers on record then system will automatically update record based on your setup for data to write fields.
4. Execute several actions:
In Execute several actions option you can call another action(s) which you have configured in the Actions tab on automated action.
5. Send Email:
In Send Email option you can send email with a selected email template when automated action trigger.
6. Add Followers:
You can automatically Add Followers which you have configured in the Add Followers field on automated action.
7. Create Next Activity:
You can create activity with activity User type and responsible which will be creating activity on current record when automated action trigger.
8. Send SMS Text Message:
In Send SMS Text Message you can send messages with a selected SMS template & you have to decide whether to send it as a log note or not based on configuration.
