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This article explains how to trigger an integration & automation flow with a custom button. The workflow for triggering an integration & automation flow with a custom button is as follows:

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Configure Integration & Automation

Follow these steps to configure a manually triggered integration & automation flow.
  1. Sign in to the YiDA workbench and click My Apps.
  2. Select the app for which you want to create an integration & automation flow, and open the App Settings page.
  3. Click Integration & Automation, then select Create Integration & Automation > Create from Blank.
1

In the dialog, enter a name for the flow, set the trigger event to Manual trigger > Custom button trigger, choose the form to trigger, and click Confirm.

2

On the integration & automation editing page, add a step and complete its configuration.

For example, add a message notification step with the notification type set to Work Notifications, the recipient set to Ding Sanduo, and the notification content set to test.
  1. Once configured, click Publish in the upper-right corner to finish the setup.

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Configure a Custom Button

1

Open the form editing page of the app, select the form that triggers the flow, and click Edit Workflow Form > Page Settings in the upper-right corner.

2

Create the custom button

Click Custom Button > Create Custom Button. In the dialog, enter a name for the button, set Available Condition to All Data, set Action Type to Run Automation Flow, and select the flow you created.
  1. Click Confirm to complete the configuration.
  2. On the page settings page, select Custom Detail Page > Create Custom Detail Page.
1

On the custom detail page editing page, select the Action Bar component. In the Attribute panel on the right, click Add Item and add the custom button configured in the previous step to trigger the flow.

2

Click Publish in the upper-right corner to complete the configuration.

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Debug

  1. Open the data management page of the form and add a new record.
  2. After the record is added, click Details in the action column, then click the custom button you created.
  3. Open the DingTalk chat window and check for messages.
As shown below, the message sent by the flow triggered via the custom button has been delivered successfully.
  • Custom button
  • Custom detail page