There may be times when you want to update specific table fields in your database or activate actions connected to those fields (like e-mail alerts, etc).
Custom Buttons are a subset of custom actions designed specifically to allow administrators to create buttons that perform record updates or actions.
Here, you can review some Custom Button examples:
- Preview Page Button
- Table View Button
- Multi-Record Button
- Preview Page and Multi-Record Button
- Custom Button with Assignments
- Custom Button with Actions
Creating New Custom Buttons
To add a Custom button:
Setuplink in the top right corner of the window.
Choose the necessary table and click the corresponding tab at the top of the window.
From the menu in the main frame, select
Newat the top of the actions list. The system will open the following form:
- Button Label
- Specifies the text displayed on the button.
- Enter a custom button description or any explanatory text.
- Specifies where the button will be located. The following options are available:
- Hidden: This option excludes the button from the user interface, but the button can be called via Navigate action or Formula-URL.
- Preview Page: The button is displayed on a record’s preview page.
- Table Views: It is displayed along with the View/Edit/Delete buttons that are selected in the Table View advanced options.
- Preview Page & Table Views: It is displayed on the record’s preview page and along with the View/Edit/Delete buttons next to the record on the view.
- Multi-Record: This option should be selected when the button should process multiple records. The Multi-record button is similar to the Table View button, but instead of displaying the button for each record, TeamDesk renders checkboxes, allowing a user to select multiple records. In this case, the button performing the action will be located in a table view’s header.
- Preview Page & Multi-Record: It is displayed on the record’s preview page and in a table view’s header.
- This option allows you to select icons for custom buttons. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The search box above will help you narrow down the list of choices.
- Every button will be displayed on a view form. The
Categoryproperty allows you to group buttons in a drop-down list, making the form less cluttered. If a category is not set, the item is rendered as a push button named after the item. If a category is set for a single item, it is rendered as a push button but named after the category rather than the item. If a category is set and shared between multiple items, they are rendered as a dropdown button named after the category with items forming a menu.
Please note that custom buttons and document buttons are processed separately, and their categories are not shared.
- Highlight Color
- Select a color to highlight the button on a form and/or in a view. When the button is displayed alone, its background matches the selected color. When the button collapses into a submenu, the menu item’s background uses a desaturated version of the color, similar to active/inactive tabs.
- Confirmation Message
- In this field, you can write text that will be displayed in the confirmation pop-up window when the button is clicked. For example:
- User Input
- This property allows you to ask for user input. Three options are available:
- None: The record will be "silently" updated according to the rules specified in the assignment section.
- Edit column(s): If this option is chosen, you can select the columns for user input.
- Edit form: This option allows you to use a default edit form instead of selected columns for a custom button with required user input. Custom button assignments will allow you to initialize the columns with some values if needed. Furthermore, you can also use a standard form behavior to control the form’s appearance.
- This property allows you to restrict access to the button to a selected set of roles.
- This property allows you to restrict access to the button to a selected set of views.
Matchingsection is intended to set the filter criteria for the records that will be updated by the custom button.