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How it Works

Commands

Open create new

Open a pre-filled create new form.

Examples

Open a dialog for creating a new todo with pre-filled values

Example of creating a todo using a create new dialog

Update lime object

Update the current object with given values.

Examples

Set the person to inactive and gives the user a message

It's only visible when the person is active.

Example of marking a person as inactive

Open form

Open a pre-filled form with a subset of the objects properties. Can also set values of fields that are not visible in the form.

Examples

Set the deal to closed

Open a form with required Won/Lost reason.

Example of closing a deal

Create new

Creates a new object in the background related to the current object.

Examples

Creating a follow-up todo with pre-filled values

Example of creating a todo

Open a link, supports types: url, email, phone

Examples

Open a pre-populated email message

Example of opening a prefilled email

Formula

If you want to try out your Formula you can use the Formula tester in Lime admin.

Go To Lime Admin => Settings => Standard Actions

You can read more about it in the Formulas page.