Configuring an action button

Stacker allows you to create custom buttons on a detail page to allow users to perform updates on a record in a pop-up.

Action Buttons can be displayed either at the top right of the detail page layout or within a specific field container.

You can easily configure actions when editing the layout of your record detail pages.

Creating an action

You can add a new action when in Design Mode on a detail page. To enter Design Mode, click on 'Edit layout' when viewing a record detail page. Then go to 'page buttons'.

Creating an action in Stacker

Here you have the option to add a new action.

When creating an action, you will be prompted to select a Display Name (this is the text that will appear on the button), the Steps to be taken (i.e. what you would like the button to do) and a Title and Description.

Please note: the Steps area currently only lists a single Update Record step, but in the future other step types will be supported.

The Title and Description boxes are optional. Text added here appears as the Title and introductory text of the popup box that is displayed when the action button is clicked.

When you click on the Update Record step, you'll see a screen like this:

Configure an action

Use this screen to choose which fields should be updated when this action button is clicked.

Configuring further options for your action

Once you've selected a field using the toggle, a pencil icon will appear, allowing you to configure some further options.

  1. Here you can specify an optional Label which will override the default field name.
  2. You can choose a manual value to apply to the field.
  3. If you select a manual value to apply to this field, you can choose to allow/disallow the user to edit the value in the popup box.
  4. Note: if this box is checked and you specified a value in the previous step, that value will be supplied as default, and the user can change it.
    If this option is not checked, then the field will not be displayed to the user and the specified value will be set 'behind the scenes'.
  5. If the user is allowed to edit, you can also make this field REQUIRED before saving.

Once you've finished configuring your button and clicked 'Save Action', you'll be taken back to the main Page Buttons settings menu.

From there you can specify visibility conditions by clicking on the Eye icon. This will control when this button should be visible.

These visibility conditions can be based on field values for the current record (ie., only show this button when the Status field is X). They can also be based on the current user's role.

Adding an action button to the top of a detail page

You can locate an action button at the top of the layout near the default 'edit' button.

While in design mode for your detail page, select 'page buttons' to open up the action buttons settings.

You can choose which order your actions appear in by clicking and dragging them within the list.

Adding an action button in a field container on a detail page

You can choose to locate an action button directly within a fields widget container. While in design mode for the detail page, click on the container where you would like to place your action button and select the 'Actions' tab.

This will open up the action buttons settings. You have the option of displaying the action either at the top right or bottom of the container and can choose how your buttons are styled - whether all as Primary Actions, one as the primary action or both as secondary actions.

A primary action button takes on your app brand colour and a secondary action button is white.

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