Custom Buttons

This section discusses what custom buttons are and what they can be used for.

What are Custom Buttons?

Custom Buttons are customizable buttons through which admins can trigger certain events, allowing members to perform the corresponding actions more efficiently.

Custom buttons are versatile and can be used in many business scenarios. For example, In sales management, you can create a sales opportunity for the customer quickly after confirming the customer's intention by customizing a New Business Opportunity button. Or in inventory management, after completing the procurement workflow, you can customize an Inbound button to add new records to the inbound form and complete the product inbounding process.

Demonstration

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

2. Use custom buttons in the grid view.

What can I Do with Custom Buttons?

📝Jodoo will introduce more custom button actions for you to choose. If you have any related needs, you can go to Jodoo Idea to send us feedback.

What are the Differences Between Triggered Actions?

Triggered Action	Description	Differences
Create a Record	After clicking on the button, the records filling a page of another form will appear with part or all of the configured default field values. The user can submit this page after filling in the content.	Records can only be added. You need to submit the record manually. Before submitting the record, you can modify the default field value.
Edit Records	When you click a button within a piece of record, the edit page of that field will appear. After the user edits and submits the data, this record will be updated.	Records can only be edited. You need to submit the record manually. Before submitting the record, you can modify the default field value.
Run Automations	Clicking on the button will trigger the configured Automation Pro, which automatically performs the querying and adding of records.	Records can be added/edited/deleted. No need to submit the record manually. The default field value can not be modified.

Which Scenarios Support Custom Buttons?

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.

FAQ(s)

Q1: Can I change the order of buttons?

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

Q2: Can I delete and copy buttons?

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

Q3: Can I edit buttons?

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

Q4: How to adjust permission sets?

A: There are two ways to select and adjust permission sets.

Option 1: Adjust in Extension >> Custom Buttons

Go to the Extension >> Custom Buttons page, click Select Permissions Sets and select the groups that you want to grant access to the button.

Option 2: Adjust in Publish >> Other Settings >> Custom Button

Go to the Publish >> To Members page, click Other Settings >> Custom Button for a specific permission group and select the custom buttons to be used within that group.

Q5: Where will custom buttons be displayed?

A: The custom buttons you add will be displayed by default on the data detail page for use. Additionally, if you select Grid View when setting up the button, the button will be shown in all the following types of views within the permission sets:

On PC: Grid View, Kanban View;

On Mobile: Gallery View

Taking the Grid View as an example, the button will be fixed to display on the far right side of the table on the desktop.

I have finished reading. 🏆

👉I can't wait to CREATE MY JODOO ACCOUNT.

👉I need more HELP in Discord Forum.