Custom Button with Assignments

TeamDesk allows you to add special assignments to custom buttons. Each assignment involves updating a column value that is performed when a custom button is clicked.

For example, let’s say you are registering customers’ orders. When an order is complete, the "Delivery Status" has to be changed to "Complete," and the current date/time should be recorded in the "DateTime Order Complete" field. Furthermore, the "Complete" custom button should only be visible for records where the delivery status is not "Complete."

Button Example

The custom button and the assignment settings used in the example above are displayed below:


Creating New Assignments

To add an Assignment:

  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. Select the necessary Custom Button and click Edit.

  5. Click New in the Assignments section. The system will open the following form:

New Assignment Form

In this field, enter a value or a formula that calculates a value to be added or changed in a specific field after clicking the button.
This property specifies the column where the value should be added or changed after clicking the button.