Action buttons

Learn about action buttons in Noloco

Overview

Action buttons are a great way to add buttons to your record pages to perform specific actions.

They're simply buttons that open a form in a modal which can update specific fields of the record on the page, or one of its related records. Action buttons can also have multiple steps to create multi-step actions

For example, you could add a button that allows you to review the name of a property and mark its status as active automatically.

An action button can be added by enabling edit mode and clicking on the record page's header.

This will open the properties sidebar. To add a new action button just click the "Add" button

How to configure an Action Button

When you add a button you can configure the following fields:

• Button text - the text that appears on the button the users can click

• Appearance - the colour of the button

  • Default - grey,

  • Success - green,

  • Warning - amber

  • Danger - red

• Icon - the icon to show in the button

• Execution Type - the way the action button executes

  • One click (executes immediately)

  • Modal (Title & Description and a confirm button before execution)

• Title - the title of the Modal that appears on clicking the button

• Description - additional text to include in the modal

• Actions - a series of actions, each with

  • Action types:

    • 🆕 Create a new record

    • ✍️ Update a record

    • 🗑 Delete a record

    • ↗️ Navigate to

      • Types: 🔗URL, 📄 Page within the App, 📧Mail to, 📞Make a call

    • ⚙️ Run an on demand workflow

    • 🖼 Show an iframe

  • The record: This is the record you'll be updating or deleting, usually it's the record on the page, but you can update or delete a related record (like a buyer in this example)

    • This record (i.e the record the action button is on)

    • This record --> {related record name} (i.e a related record from the record the action button is on)

  • The fields: Toggle on the fields you want included as part of the action button

One click create & update action buttons require hidden values to be set

If an action button has multiple action steps, they can fill out the form fields required in each step and confirm each step before moving on. This makes it very easy to define multi-step workflows.

The final result of this action button can be seen below:

A simple button that allows you to modify the sell price of a transaction and then mark the transaction as closed

Troubleshooting

If your browser seems to block Navigate to actions you may need to enable pop-ups in your browser for Noloco. Additionally you may need to disable browser extensions such as Loom to allow these actions to function as expected.

Hidden Field Values

Learn how to pass hidden field values for your action buttons here.