Custom Buttons

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:

Creating New Custom Buttons

To add a Custom button:

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

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

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

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

Custom Button

Button Label
Specifies the text displayed on the button.
Notes
Enter a custom button description or any explanatory text.
Location
Specifies where the button will be located. The following options are available:
Icon
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.
Category
Every button will be displayed on a view form. The Category property 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.

Category for buttons

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:

Set Status as Complete

User Input
This property allows you to ask for user input. Three options are available:
Roles
This property allows you to restrict access to the button to a selected set of roles.
Views
This property allows you to restrict access to the button to a selected set of views.
Filter
The Matching section is intended to set the filter criteria for the records that will be updated by the custom button.