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Hi, thanks in advance for helping.

I'm looking to create some sort of a quick-action menu, parallel to Zoho's 'Blueprint'.

The menu should be presented at the top of an object's page, and its presentation will be (if possible) interactive.

A simple example would be something like this:

In a contact's page, there will be 2 buttons - 'Called Contact' and 'Didn't call yet'.

If you press the 'Called Contact' button - it'll automatically pop up a 'New task' window to add, and hide the 2-buttoned-menu.

If you press 'Didn't call yet' - 2 new buttons will replace the old ones, one will be 'Create a task', and the other will be 'Send email'.

Each of these buttons, will ofcourse trigger the actions of creating a task or sending an email.

 

I tried to create something like that, using flow actions (Flow Builder), but I couldn't find a way to create a changing buttoned presentation of the logic I want to implement.

I'd really appreciate some help with this issue. Thank you!

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