Edit Form Custom Button

The Edit form option allows you to use a default edit form instead of selected columns for custom button with a user input required. It is possible to adjust custom button assignments to initialize the columns with some values and adjust the form behavior controlling the form appearance.

For example, there is the Leads table keeping registered leads. Each lead can have the Prospect status or the Client status. When you click on the Edit button, you can change the Lead Status in the dropdown.

In case the Edit Form custom button is created, it can comprise the assignment. It will assign the Client status value to the Lead Status column automatically.

For instance, the button can be displayed in the view near records with the Prospect status.

Moreover, you can adjust the form behavior depending on the Lead Status value. Say, when the Client status is assigned, the Additional Information section comprising some fields should be opened on the edit form automatically.

As a result, the custom button speeds up data entering, because it is not needed to edit the Lead Status manually and specific sections/fields are displayed on the edit form depending on the status value.

The following formula: URLParam(URL(),"b")= "12345" will allow you to add form behavior criteria for a particular custom button only if needed.

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