Detail: Action Buttons

Who can use this feature?

👤  Available on all plans.

Action buttons on the Detail layout lets you update specific fields on the current record.

Create Action Buttons

  1. Go to your Detail layout
  2. Click Edit Layout
  3. Click Page Buttons
  4. Click Add new
  5. Choose the record(s) the user can update

Action_btn.gif

Add Action Buttons

When you've created an Action Button, you can add it to your layout in two ways:

Add Action Button as a page button

  1. Go to your Detail layout
  2. Click Edit Layout
  3. Click Page Buttons
  4. Toggle on your Action Button

Add Action Button in a Field widget

  1. Go to your Detail layout
  2. Click Edit Layout
  3. Drag a field widget into your detail layout
  4. In the Edit layout sidebar, click the Actions tab
  5. Choose the Action Button appearance, and which Action Buttons to enable
  6. Click Save layout

Edit Action Button in a Field widget

When using your Action Button in a Field widget, you can choose the buttons:

  • Position by changing the Display setting
  • Button style by changing the Button Style setting
  • Conditional showing by clicking the eye icon next to the action button

Screenshot_2022-03-04_at_15.17.16.png

Screenshot_2022-03-04_at_15.21.09.png

In our Hiring app we have added in three Action Buttons, one button moves the applicant to the interview stage, the second button is set to reject an applicant and the third to update the applicants name.

Action_Btn_2.gif

Delete an Action Button

  1. Go to App Settings
  2. Select the table with the button
  3. Click Actions
  4. Click the 3 dots next to the button
  5. Click Delete

Screenshot_2022-03-08_at_11.49.04.png

It is only possible to update a record with Action Buttons at the moment. If you would like to see the Action button do something else, please add this into our features request board.

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