Action buttons
Learn about action buttons in Noloco
Last updated
Learn about action buttons in Noloco
Last updated
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
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
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.
Learn how to pass hidden field values for your action buttons here.
