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Create records

Learn how to create records with action buttons
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