Overview

An #Action Button is added to the Case data list to close selected Cases, with Pre-Action (Template Record Editor) enabled. When clicked, it opens the editor using the first transformed target record; any field changes are applied to all target records. Users then proceed to execute the action on the full target set.

General Use Case

Use an #Action Button on a #Data List with a Template Record Editor pre-action to review a single template and apply the same changes to all target records before executing the bulk update.

Video Demo

Downloadable Executables

DownloadAccount.Cases.Close

Walkthrough

1

Pipeline - Account.Cases.ActionButtons

Screenshot 2026-04-20 at 2.10.59 PM
2

New Executable - Account.Cases.Close

Screenshot 2026-04-20 at 2.12.25 PM
3

Action Button Settings

Screenshot 2026-04-20 at 2.13.49 PM
4

Mapping

Screenshot 2026-04-20 at 2.14.40 PM