Custom Buttons

There may be times when you want to update certain table fields of your database or activate some actions connected to such fields (like e-mail alerts, etc).

Custom Buttons are the subset of custom actions designed specifically to allow administrators to create buttons performing 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 the Custom button:

Click the Setup link in the top right corner of the window.

Choose a necessary table and click a corresponding tab at the top of the window.

From the menu in the main frame select Rules > Custom Buttons.

Click New at the top of the actions list. The system will open the following form:

Custome Button.png

Button Label The Button Label property specifies the text being displayed on the button.
Notes In the Notes field enter a custom button description or any explanation text.
Location The Location property specifies whether the button will be located on a record’s preview page or along with the View/Edit/Delete buttons that are selected in the Table View advanced options; or in either places.
Icon This option allows to select icons for custom buttons. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.
Category Every button will be displayed on a view form. The Category property allows to group buttons in a drop list, as a result, the form does not look cluttered.
Category for buttons.png
Highlight Color Select a color to highlight the button on a form or/and in a view. When the button is displayed alone, its background matches selected color. When the button collapses into submenu, menu item’s background uses desaturated version of the color – just like active/inactive tabs do.
Confirmation Message In this field you can write a 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 a user input. If None of columns are provided, the record will be "silently" updated according to rules specified in the assignment section. In case the Edit column(s) option is chosen, you can select the columns for the user input.
Roles The Roles property allows you to restrict the access to the button to a selected set of roles.
Views The Views property allows you to restrict the access to the button to a selected set of views.
Filter The Matching section is intended to set the filter criteria for records that will be updated by the custom button.