Add a button to a form

Before you start

• Build a form

A Button lets people do something from the formFormThe set of blocks and components people fill in for a module.Open glossary ↗ itself: pick related records, open another form, scan a barcode. Each button has an action, a label and, when it feeds a Table, an event name. This page configures one.

Add the Button

1. In the Form builder, open the Components tab and drag Button into a block.
2. Click the cog icon on the button card. The Button Configuration panel opens on the right.
3. Fill in the three parts described below.
4. Click Done, then Save on the form.

The card previews the button with its label. A Button takes one column in a 2 col block.

Configure the button

Basic Information

Setting	What it does
Button Label	The text on the button. Give every button a label
Button Position	Controls the order when there are several buttons
Click Event Name	A name other components listen to. Use letters, numbers and underscores

Button Display

Setting	What it does
Styling (CSS)	CSS that changes how the button looks
Disabled If	A Smart Script that evaluates to true when the button should be disabled
Enable role-based disability	Only the roles you choose under Permitted Roles can use the button
Enable conditional visibility	Reveals Visible If, a Smart Script that is true when the button should show
Enable role-based visibility	Only the roles you choose see the button

Which Action Type should I choose?

Action Type offers five actions in the Form builder.

Action Type	What a click does
Get Data	Opens a pop-up list of records from a module. The records people tick go to a Table
Dynamic Form	Opens another module’s form in a pop-up
Data Entry	Sends a signal that makes a Table add a row. It needs no other setting
Barcode Scanner	Opens a scanner and writes the result into fields
Render Page	Opens a custom page in a dialog, rendered against the current record

Every action also needs the Click Event Name if a Table is to react to it.

What does each action ask for?

Get Data. Module to Load Data From, Records per Page, and a Filter Clause. The clause is evaluated against the current record, and its final condition must start with WHERE. Add Sorting Rules with + Add Rule: a Field and a Sort Direction of Ascending or Descending.

Dynamic Form. Module to Show Form For, then:

• Redirect to record on form save
• Allow only a single submission for this form
• Open in edit mode if a submission is found
• Submission Checking Field, the field used to look for an earlier submission

Under URL Parameters, + Add Parameter fills the opened form: Target form field to fill and Source field / value. Tick Set value manually to type a fixed value instead of choosing a field.

Barcode Scanner. Module to Load Data From, Target Barcode Field, Target View Field and Target Image Field.

Render Page. Page to Render. The page is bound to this module.

Tip from a Beezr Consultant

Give every button a label, an action and a Click Event Name. After you save, reopen each Get Data, Dynamic Form and Barcode Scanner button and confirm that its module is chosen.

What should I know before I start?

• Give each button a Click Event Name. A Table lists buttons by that name under Add a way.
• To start a workflow from a record, add an action to its Smart view.