Action Buttons

Who can use this feature?

👤  Available on all plans.

Action buttons let you update specific fields on a record. You can add action buttons on both the List view and the Detail view

Create Action Buttons

List view

Add action buttons to your list layout:

  1. Click Edit Layout
  2. Click the Actions tab
  3. Click + Add New to create a new button

action_buttons.gif

Action buttons are not available on Kanban Board and Inbox view display.

Detail view

Add an action button to your detail layout

  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

actionbtn.gif

Add Action Buttons to your page

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

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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 Manage fields and data
  2. Select the table with the button
  3. In the top right click Actions
  4. Click the 3 dots next to the button
  5. Click Delete

Screenshot_2022-06-09_at_14.55.43.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.

Related articles

Creating Buttons