When a button is clicked
  • 28 Oct 2022
  • 2 Minutes to read
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When a button is clicked

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The When a button is clicked automation trigger allows you to connect automations to a button element in interfaces. This powerful connection means that users collaborating in interfaces can cause an automation to trigger at the click of a button. 


Introduction

Plan availabilityAll plan types/levels
Permissions

"Owner" or "Creator" permissions are needed to create automations as described in the article below.

Platform(s)Web/Browser, Mac app, and Windows app
Related reading

Interface element: Button - In order to use an automation containing the When a button is clicked trigger, you'll need to connect it to an interface via the Button element in an interface.

Airtable terminology

Automation trigger - Triggers are configured around a particular event that happens in Airtable or in another app that is connected to Airtable. Once an automation is triggered it will then run through an automation action or set of actions.

Interface - An interface is a curated representation of base data created using Interface Designer. Interfaces are fully customizable and can contain various visual elements, data sources, and permissions.

Element -  Elements are the essential building blocks of interfaces. Builders can add visual elements like grids and timelines, design elements like text and dividers, and functional elements like buttons and comments, to present their base data in a customized way.


Create a button-triggered automation

  1. Navigate to the Automations tab in the base where you would like to create the automation.
  2. Add a new automation or choose a previously configured automation.
  3. Choose the When a button is clicked trigger from the drop-down list.
  4. At this point, you'll see that the Configuration section has additional instructions. 
  5. To configure an automation containing this trigger type you will need to navigate to the Interfaces tab in the top left section of an open base and create a new interface or edit a previously created interface.
  6. Enter editing mode in the interface of your choosing. Add a button element or navigate to an interface page that contains the button element you are wanting to configure. More information on button elements can be found here.
  7. Choose the Run automation action type within the button element you are configuring.
  8. Next, choose a source for the button element. This step allows Airtable to determine which table the interface and automation will be using as a source. The interface page you added the button element to must contain either a Record picker element or the Record list element from the Record review layout.
  9. Now, you will choose the automation that you began setting up in steps 1-3.
  10. At this point, you can return to the automation to continue the configuration process there by clicking the box and arrow icon.
  11. Configure one or more automation actions, test the automation, and then turn it on. 
  12. Once the automation has been turned on, you'll need to return to the interface and publish it before users interacting in the interface will be able to click the button you've created. Here, you can also make any adjustments to the button's name, appearance, and position on the interface page before publishing.

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