Creating Buttons

Who can use this feature?

👤  Available on all plans

 

You can use buttons to highlight a link on your detail layouts. You can create buttons in a few ways:

Using a URL in a field

Using a URL field to create buttons means you can have different URLs for different records.  To do this you will need to use a URL field type to create this button.

Screenshot_2022-11-25_at_12.25.36.png

  1. Click   Edit Layout
  2. Drag a field widget onto the layout
  3. Toggle the URL field
  4. Hover over the field until a pencil icon appears and click the pencil
  5. Check Display as button
  6. Choose a title for your button

buttons_fields.gif

 

Using a Highlight Widget

In our Hiring app, we use a button to highlight the applicants' LinkedIn profiles.  

  1. Click   Edit Layout
  2. Drag a highlight widget onto the layout
  3. Toggle the URL field
  4. Hover over the field until a pencil icon appears and click the pencil
  5. Check Display as button
  6. Choose a title for your button

Screenshot_2022-12-01_at_10.01.46.png

Using a Banner Widget

  1. Click   Edit Layout
  2. Drag a banner widget onto the layout
  3. Fill out the relevant information

Screenshot_2022-11-25_at_13.49.38.png

Using the banner widget creates a button that will show on all layouts.

You can add any URLs you like including taking the users to another page of the app.

 

Action Buttons

Use Action buttons on detail layouts and list layouts to update records.

Related articles

Detail: Field Widget Layout Types
Detail: Highlight Widget

Detail: Quick Links Widget