Create a Record
This article walks you through how to create records in another form with custom buttons. Custom buttons provides an effecicent way of data synchronization. For example, in procurement management, you can initiate a purchase order quickly after the procurement request is approved by customizing an Initiate Orders button. In this article, we use "initiate orders" as an example to illustrate how to do this.
Demonstration
Before we delve into the procedures for setting custom buttons, let's see what it looks like when all is set.
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.
How to Create Records in Another Form with Custom Buttons
Step 1 Adding Button(s)
1. Select a form, go to Extension > Custom Buttons, and click New.
Step 2 Designing Buttons
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.
Step 3 Choosing the Display Location
Jodoo supports two button display position options to meet different operational needs:
- Detail page of a record: This is selected by default and cannot be deselected. Once selected, the button will be displayed in the top right corner of the data detail page.
- Grid View: Once selected, the button will be displayed in all the following types of views within the permission group when using the button:
On PC: Grid View, Kanban View;
On Mobile: Gallery View
Step 4 Adding Conditions
Conditions judge the data settings of the form, ensuring that the custom button is only available if the data currently being viewed meets the condition. Click Add and make the following settings：
Serial Number | Settings Item | Description |
1 | Relationship between Multiple Conditions | When there are multiple conditions, you can set the condition of all of or any of:
|
2 | Condition Fields | Select the main form field or system fields (Crested User, Created Time, Updated Time) |
3 | Field Relationship | Depending on the type of the condition field, you can set the field relationship to equals, does not equal, is greater than or equal to, is less than or equal to, is between, is within, is empty, is not empty |
4 | Field Value | You can either choose a form field or set a custom value. |
🔍What will happen when Conditions are not Met?
The customize button will be unavailable if the data does not meet the condition. You can set the display state when the button is unavailable according to your needs:
- Hide Button: Default state, no button is displayed when the condition is not met.
- Show Unclickable Button: Display the button, but the member cannot click the button.
Plus, when you choose Display Unclickable Button when conditions are not met, you can customize the tooltip to inform members why the button is unavailable currently. Once this feature is set, members can view the tooltip by simply hovering their mouse over the button.
Note: When used on mobile, you need to click the button to view the tooltip.
Step 5 Setting Triggered Action
The triggered action is the action triggered after clicking the custom button. You need to make the following settings.
- Triggered Action: 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, 
Step 5 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.
Step 6 Displaying Button 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.
FAQ(s)
Q: Will the effect be different if I manually submit data in another form?
A: Actually, the effect of creating records in another form via the custom button is the same as manually submitting data in another form. This action triggers Automations, formulas, and form validations, and also triggers the Save, Submit and Print functions of another form.
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