You’ve probably noticed that some TeamDesk applications expose buttons to update records, for example Lead Management application allows to change lead owner or status for multiple records.
This was done through Custom Actions interface we’ve developed long ago. The tool was powerful but a bit complex to use and we never released its setup interface to the public.
Today we are proud to present Custom Buttons – the subset of custom actions designed specifically to allow administrators to create custom buttons to perform record updates.
You can find a link to custom buttons setup part in the Rules section of the table’s setup page.
The Button Label property specifies the text to display on the button.
The Location property specifies whether the button will be located on a record’s preview page, or, along with View/Edit/Delete buttons on a table views selected in Views property or in both places; or you can specify that the button will process multiple records. Latter mode is similar to a Table View mode, but instead of displaying the button for each record, TeamDesk will render checkboxes to allow the user to select some records; the button performing the action will be located in the table view’s header.
The Roles property allows you to restrict the access to the button to a selected set of roles.
The Filter property can be used to restrict the action to some records (regardless of user selection).
Assignments section allow you to calculate some values and assign them to a record’s columns.
The Columns property allows you to ask for user input. If no columns are provided the record will be “silently” updated according to a rules in assignment section.
Let’s see if we can re-implement Leads Management’s Change Owner button via custom buttons.
This is a multiple records button. It is available to Administrators only (regular users are not allowed to manipulate Lead Owner column). It is available for all table views. It asks the user to provide new value for the Lead Owner column.
Here is a setup screenshot.
Let’s see what we’ve got. Here is what TeamDesk will display to the user:
Now you have simple and powerful tool to let users run update actions.