The Button element allows collaborators who are interacting within an interface to perform an action or set of actions at the click of a button. This feature works very well with the "Record review" and "Record summary" interface layout templates.
NOTEIn order to be able to configure the button element, you'll need to already have a Record picker element configured or be using one of the layouts mentioned above.
Add a Button
To add a Button element to an interface, click on the "All elements" section and scroll down to find the "Button" option.
Once clicked, you'll want to place the button somewhere in the interface that makes sense for your purposes.
Configure the button's properties
For our example, we'll be setting up a button that, when clicked, will mark a project as complete. We will leave the "For current record" option as "Design projects" since that is the record we want to update. In some cases, you may have multiple Record picker elements in the interface's layout. This is the option that will allow you to choose which record will be updated.
In the "Update fields" option, you'll need to add at least one action for the button to perform. In this case, we'll set our action to mark the "Complete" checkbox field with a checkmark.
Currently, you can set a button to perform a maximum of 5 actions at once. The actions performed are all or nothing. There is no "logic" that can be configured for the button.
The last option in the Button options section is to toggle the "Move to next record" on or off. Toggling this on will automatically move the button pusher to the next record. This can be helpful for quickly reviewing and updating a record, but may not always be the best choice if the person working in the interface needs to update or review other parts of the selected record.
Before closing the properties modal, you may want to rename the button or change its color to provide more context to collaborators who are interacting within the interface you are building. In our example, we'll change the name of the button to "Mark project complete" and switch it to be green in color.
Test the button
Lastly, it's a good idea to test the button, especially in more complex use cases, to ensure that it is performing the way you would like it to. Below you can see that pressing the "Mark project complete" button updates the checkbox field the way we intended it to.