Move To button is a user interface element that enables users to relocate or transfer items, such as files, documents, tasks, or records, from one location or category to another within the platform.
Button label - Adds label or text to the button.
This option helps to define the set of rules for the action button.
The "Move To" action is automatically included in the button by default, providing users the ability to change the location or category of specific items without duplicating or creating new entries.
Rule Name: This option is used to define the name of the rule.
If Any/If All: This option determines whether any or all of the applied conditions need to be met for the rule to be triggered.
If Any: The rule is triggered if any of the applied conditions are met.
If All: The rule is triggered only if all of the applied conditions are met.
Add Condition: This option allows users to add conditions based on which the desired action will be executed.
Example: If an action needs to be executed only if the user's phone number exists, the field name would be set as "Phone" and the condition as "Exists". This ensures that the action is executed only when the phone number exists.
Set Report Status: This option enables users to set the status of reports based on the applied conditions. By default, the available conditions are "Open" and "Closed". Additional custom statuses can be configured using the "Custom Status" option in the user management settings.
Add Action: This option allows users to define the Move To action to be executed based on the specified conditions.
Streamlined Organization: The "Move To" button simplifies item organization and categorization, enabling users to maintain a well-structured and clutter-free environment.
Efficient Management: Users can efficiently manage items by relocating them to relevant or appropriate locations, improving overall item visibility and accessibility.
To learn more, click on Action Button Rule.
The Fallback Message serves as a backup response or alternative content when a specific condition or action cannot be met. It provides a default message that is displayed in situations where the intended action or condition is unavailable or cannot be fulfilled.
