Custom Buttons

Introduction

Feature(s)

Through custom buttons, admins can design buttons to trigger certain events, this allows members to perform the corresponding actions more efficiently.

Application Scenario(s)

In the case of procurement management, after the procurement request is approved, quickly initiate a purchase order by customizing an Initiate Orders button.
In the case of sales management, after following up with the customer and confirming the customer's intention, quickly create a sales opportunity for the customer by customizing a New Business Opportunity button.
In the case of inventory management, after the procurement workflow is completed, customize an Inbound button to synchronize created data to the inbound form and complete the product inbounding and so on.

Preview

1. Use custom buttons on the details page of one record.

2. Use custom buttons in the grid view.

Setting Procedure

Adding Button(s)

1. Select a form, go to Extension > Custom Buttons, and click New.

Button Style

Through Button Style, you can customize the effect of a custom button, including Button Name and Style:

Button Name: the display name of the button, which can be set up to 50 characters.
Style: click the button under Style to customize the style, color, and icon before the button name.

Conditions

Through Conditions, you can set filter conditions for the form data. This means the custom button can only be used when the data meets the conditions. Click Add and make the following settings.

Relationship between multiple conditions: when there are multiple conditions, you can set it to filter data when meeting all of or any of the conditions.

all of: The relationship between multiple filtering conditions is AND. Therefore, only when records meet all the conditions can the custom button be available.
any of: The relationship between multiple filtering conditions is OR. Therefore, when records meet any of the conditions, the custom button will be available.

Condition fields: select form fields or system fields like Created Time, Updated Time, and URL Parameter.
Data relationship: You need to set the data relationship between the fields and the required value. The relationship can be set to equals, does not equal, contains, does not contain, is empty, is not empty, and so on.
Field value: You can either choose a form field or set a custom value.

Triggered Action

The triggered action is the action triggered after clicking the custom button. You need to make the following settings.

Triggered Action: Currently, you can only select Create Records in Another Form.
Target Form: Select a form where records will be created. The form can be from the current app or cross-app.
Default Field Value: click Add Fields to set the field values to create records in the target form.

Select fields: You can only select fields from the main form.
Set field values: Field values can be set to Value of Field in Current Form, Custom, and Empty.

Note:
Set the default value for at least one field. If you have set a default value here, you can still update it later.

After selecting a target form, will appear. If you need to view or modify the target form when setting initial values, click the button to jump to the Design page in the form.

Selecting Permission Set(s)

1. Select permission sets when designing the button.

After saving the settings above, you can set the permission set in which the button can be used on the Select Permission Sets page.

Tick the permission sets that can use the button and click Complete to save the settings, or click Set Up Later to cancel settings.

2. Configure permission sets in Publish.

In addition to selecting permission sets in Custom Buttons, you can also set the custom button in the permission set.

1. Go to Publish > To Members and click Other settings > Custom Button Settings in the permission set:

2. Enter the custom button settings page, select the custom button you want to use in the permission set and click OK.

Button Display in the Table View

Select a custom button, go to Custom Button Settings, and tick the fixed button to display the custom button at the first line in the table view page.

Note:
Within one permission set, you can only add one fixed button.

Other Settings

1. Sort buttons.

If multiple custom buttons are added in a form, you can sort them by dragging and dropping them.

2. Delete and copy buttons.

For the existing buttons, you can delete or copy them.

3. Edit buttons.

For the existing buttons, you can also modify their settings.

Demonstration

Custom buttons can be used in the following scenarios:

Permission set
Form internal links
Data details page of the RelatedData field
Data of child workflows in workflow updates
Spreadsheet, Calendar, Gantt, and Detail Table in the dashboard

Note:
Workflow task links and form external links do not support displaying custom buttons.

1. Application on the data details page.

Take the spreadsheet in the dashboard as an example: click the data in the spreadsheet and click the custom button in the upper right corner to create records in another form according to the button settings.

2. Application in the table view.

Go to the permission set and click a custom button in the first column of the form to create records in another form according to the button settings as follows:

Note:
To use custom buttons, members must have the permission to create records in the target form, or they cannot use them.

Note(s)

Creating records through custom buttons and filling in the same form can trigger Automations, formulas, form validations, and so on.