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Adding Buttons to a Custom Page

In a single app, there may be multiple worksheets managing business data, each with its own set of views. For frequently used operations—such as adding a new record to a worksheet, quickly accessing certain views, or opening specific URLs—you can place shortcut buttons on a custom page to make access faster and easier.

Step-by-Step Guide​

Example

On a custom page, add a button labeled "Add New Lead". When clicked, it opens the record creation page of the Sales Leads worksheet—no need to enter the worksheet manually.

1. Go to the Custom Page Editing Page​

2. Add a Button Component​

3. Choose a Button Template from the Sidebar​

4. Customize the Selected Button Template​

Button Attributes You Can Configure:

  • Button name
  • Button style
  • Action to be triggered when clicked
  • Button color
  • Button icon
  • Button shape
  • Button width
  • Number of buttons per row
  • Delete button
  • Set default values

Actions Triggered by Button Click​

You can configure the following actions to be executed upon clicking the button:

1. Create a Record​

Choose the worksheet where the new record will be created, and optionally define default values for one or more fields.

Supported fields for default values:
Text, Number, Currency, Email, Date, Telephone, Single/Multiple Select, Members (Regular), Region/City, Check items, Level, Department, Relationship (Single/Multiple Records) (Card/Dropdown), and Subform fields.

Members and Date fields support dynamic default values.

2. Open a View​

Choose a view from a specific worksheet and define whether to open it in the same tab or a new tab.

3. Open a Custom Page​

You can select a custom page either from the current app or from another app within the same organization.

4. Open a URL​

Enter the URL you wish to open and define the opening method:

  • Current tab
  • New tab
  • Popup window

Note: The URL must begin with https://. Non-secure URLs are not supported.

Parameter Configuration:

You can set a fixed or dynamic value for URL parameters.

5. Scan QR Code / Barcode​

Set the button to trigger a scanning action using the camera or barcode scanner.
This works both on mobile and with a physical scanner on PC.

6. Call PBP​

Configure the button to execute a packaged business process, similar to a custom action in a view.

Button Cards​

1. Card Description​

2. Multiple Buttons in One Card​

A button card can contain multiple buttons grouped together.