Action buttons

Streamline repetitive tasks with Action Buttons in Noloco

Overview

You can use Action Buttons in Noloco to perform specific actions, or groups of actions, on your records. They are a great way to cut down on the number of repetitive tasks that your users have to do and to reduce human error with automation.

These seemingly simply buttons can be used to perform one of 10 different tasks on a record page, or one of its related records. For example you can Create, View, Update, or Delete a record, add a comment to a record, Navigate to another record, Copy a record to the clipboard, Show an iFrame or, Scan a barcode

The different types of actions that can be triggered by Action Buttons

You can also create multi-step actions by combining several actions together which get triggered by a single click. For example you could add an action button, like Review & Publish below, that allows you to review the name of a property and mark its status as active automatically.

Adding an Action Button

To add an Action Button to your project, first enable edit mode. Next, click on the record where you want to add your action. At the bottom of the record's properties there is a section for Action Buttons.

Click the "+" button to add a new Action Button and then click on the edit icon to configure the appearance and functionality of your new Action Button.

Adding an Action Button and then attaching an Action to the button

Configure an Action Button

Once you've added an Action Button you can configure the appearance and functionality of your button with the following options:

Option	Description	Values
Button Text	The text that appears on the button	Static string of text
Appearance	The colour of the button	Default - grey Success - green Warning - amber Danger - red
Icon	The icon to show in the button (Optional)	Choose from one of our icons
Type	The way the action button executes	One click - Action executes immediately Modal - Confirmation modal pops up before execution
Modal Title	The title of the modal	Dynamic string of text
Modal Description	Additional text to include in the modal	Any markdown formatted text
Button Tooltip	Help text to show when the user hovers over the button	Any markdown formatted text
Notification	Declare whether or not to show a notification to the user	On or Off
Notification Type	Choose the appearance (color and icon) of your notification, or choose to show the user confetti for completing the action	Success - Green Information - Blue Warning - Yellow Danger - Red Confetti - Confetto
Notification Text	Text to show in the Notification	Dynamic string of text
What Should Happen	What action will be performed	Explained in the section below

Add an Action

Each Action consists of an Action Type, a Record and a Field. When you create a new Action you need to specify what should happen next, i.e. the Action Type. There are currently 10 supported record action types:

• Update a record

• Create a record

• Delete a record

• Add a comment or note

• Navigate to

• Run an on demand workflow

• Show an iFrame

• View a record

• Copy to clipboard

• Scan a barcode

Choose an Action Type (1); Specify the record (2) and select your fields (3)

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

Example Action Button

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.