What is a Custom Button?
A custom button allows you to synchronize values directly from the Related Form field of the current form to the same field in the target form. This ensures consistency, avoids redundant data entry, and significantly improves data submission efficiency.
Note:
A maximum of 500 rows from a related form field can be synced per action.
Where to Apply This Feature?
This feature is ideal for scenarios that require cross-form synchronization of detail records, mimicking full related form linkage behavior. Common use cases include:
Order Management: Sales can quickly initiate a delivery process from the Order form. Order details, such as product names and quantities, are automatically transferred to the Delivery Details form, allowing the user to focus only on entering shipment quantities.
Production Management: Operators can report completed work from the Production Plan form with one click. Details like product specifications and planned quantities are synced to the Reporting Details form, requiring only the actual output and time to complete the workflow.
What Does It Look Like?
Using the order delivery scenario as an example. When you click the Delivery button on the order record page, the system opens a new entry form for the Delivery form, and the current order’s details are automatically populated into the Delivery Details form.
After filling in fields like warehouse and shipment quantity, clicking Submit adds a new record to the Delivery form, while the related Delivery Details form also receives the synced line items.
How to Configure It?
Step 1 Adding a Custom Button
Open the form where you want to add the custom button. Go to Extension > Custom Buttons > + New to open the configuration panel.
Step 2 Basic Settings
You can configure the button's general properties:
Button Style: Set the button name, appearance, color, and icon.
Display Location: Choose where the button is displayed in -- Detail page of a record or Grid View.
Conditions: Specify the criteria under which the button becomes available.
Step 3 Configuring the Triggered Action
Enable Related Form Data Sync
Set the action to Create a record and select the target form where new records will be added.
The option "Add default data for the related form being jointly filled" becomes available only if both the current form and the target form have related form fields enabled for joint submission.
Setting Default Field Values
Once related form sync is enabled, you can map field values between the source and target to streamline data entry:
For Field of Master Form, specify default values for master fields in the target form. The available settings include Value of Field in Current Form, Custom, and Empty.
For Field of Related Form, set up the following rules:
Data Transfer Rules: Select the related form field (Delivery Details) in the target form (Delivery), and set the current form’s related form field (Order Details) as the data source.
Left side: Only fields with joint submission enabled in the target form are selectable.
Right side: Any related form field in the current form is selectable.
Default Value Settings: Add fields Submitter, Quantity, and Specification, and set their default values accordingly.
Once configuration is complete, click Save.
Step 4 Saving the Button
After saving the button configuration, define the Permission Sets and click Complete.
More to Know
When configuring default values, the following types are supported:
Field Value: Use a value from a field in the current form (for master form fields) or related form (for related form fields).
Custom: Manually input a fixed value.
Empty: Leave the field blank so users fill it in manually.
For different types of fields, the available settings of the default value types are as follows:
Target Form Field | Field Value | Custom | Empty |
Single Line, Single Select, Radio | Single Line, Radio, Single Select, Serial No. | ✓ | ✓ |
Multi Line | Multi Line | ✓ | ✓ |
Date&Time | Date&Time, Submission Time, Update Time | ✓ | ✓ |
Image | Image | x | ✓ |
Attachment | Attachment | x | ✓ |
Member | Member, Submitter | ✓ | ✓ |
Members | Members | ✓ | ✓ |
Department | Department | ✓ | ✓ |
Departments | Departments | ✓ | ✓ |
Lookup | Current Data | x | ✓ |
Select Data | Current Data | x | ✓ |