Custom Button with Assignments
TeamDesk allows adding special assignments to the custom buttons. Each assignment is the updating of a column value that is performed, when a custom button is clicked.
For example, you register customers’ orders. When an order is complete, the "Delivery Status" has to be changed to "Complete" and the current date/time should be fixed in the "DateTime Order Complete" field. Moreover, the "Complete" custom button has to be shown only for the records where the delivery status is not "Complete".
The custom button and the assignments’ settings used in the above-mentioned example are displayed below:
Creating New Assignments
To add an Assignment:
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
Select the necessary Custom Button and click
New in the
Assignments section. The system will open the following form: