In this article, we are going to discuss the execute type of button. For other settings about button please refer to: Button.
When the button is clicked, there are typically 5 options available. However, when the button is within a collection, there may be an additional 6 option.
Execute an action.
Select Action from the dropdown of the Execute Type. Then, bind a pre-defined action from the Action dropdown list, or create a new action. As an example, you can create an action call "Total Amount Check" with a confirm dialog step configured to show message if the total expense's value is greater than 1,000.
Then you select this action in your action dropdown list:
After it's set, when the user click the button on the form, this action will be called. The user will see a prompt dialog if the value of the total expense field is greater than 1,000.
You can set multiple steps in your action to execute more complex logics behind.
Link
Select Link from the dropdown of the Execute Type and set the URL for the button’s link. Click the cog to set the link to open in a new window.
Add list item
Choose 'Add List Item' from the dropdown of the Execute Type and select the Application and Data Source. You have the option to configure Default values and Query parameters.
Also you can select which data list form you want to use.
Additionally, you have the flexibility to choose the data list form you wish to utilize.
There are four opening options available: pop-up window, Slide-in, Full page, and New page.
For pop-up window and Slide-in options, you can also customize the page size.
Open dashboard
Select 'Open dashboard' from the dropdown of the Execute Type and select the Application and Data Source, also you could Query parameters.
There are four opening options available: pop-up window, Slide-in, Full page, and New page.
For pop-up window and Slide-in options, you can also customize the page size.
This feature can be applied in scenarios where you have a dashboard that encompasses all projects. If users wish to view their individual work, which is reflected in their own dashboard, you can set up a button linked to another dashboard named "My Work" to display their personal tasks.
Open approval form
Select 'Open approval forms' from the dropdown of the Execute Type and select the Application and Data Source,also you could Set variables and Query parameters.
There are four opening options available: pop-up window, Slide-in, Full page, and New page.
For pop-up window and Slide-in options, you can also customize the page size.
Collection item (Only for button within collection)
When select Collection, there are 5 Operation ways which are View Item, Edit Item, Delete Item, Update Fields, and Start Workflow.
1. View/Edit/Delete Item
When selecting "View Item," "Edit Item," or "Delete," you have the option to choose which page you want to display.
There are four opening options available: pop-up window, Slide-in, Full page, and New page.
For the pop-up window and Slide-in options, you can also customize the page size.
2.Update Fields
When selecting "Update Fields," you have the option to specify which fields you want to update under the "Select Fields" section. Additionally, you can enable a confirmation message before execution by toggling the "Confirm before execution" switch. Once activated, you can customize the confirmation message as well as the text for the confirm and cancel buttons.
3.Start Workflow
When selecting 'Start Workflow,' you have the option to bind a pre-defined workflow from the Workflow dropdown list. Additionally, you can enable a confirmation message before execution by toggling the "Confirm before execution" switch. When this switch is activated, you can customize the confirmation message and the text for the confirm and cancel buttons.