Action buttons offer a convenient way for your team to easily create records in context.
In this video, we talk through how to create a new Order Line Item record associated with a particular Order. The app in this tutorial is a backoffice tool for an online furniture store to manage orders.
Learn how to:
Add an action button to collection views and record pages
Set up the button appearance and visibility settings
Add hidden values and default values for certain fields
Test that your action button is working
Add a success notification when the action is complete