Action Button Settings

Action Button Settings allow users to customize which action buttons are visible above a table — both in main tables and sub-tables.

This feature gives you precise control over the interface, making it cleaner and more role-specific.

It’s especially useful in multi-user environments, where different roles may require different levels of access to buttons like "Add", "Edit", "Export", etc.


Where to Find It

 

  • Open any table.
  • Hover your mouse over the top action bar (with buttons like Add, Edit, Export, etc.).
  • On the right side of the action bar, you’ll see a gear icon (⚙️) appear — click on it.
  • This will open the section:
    "Customize table buttons – Action Button Settings"

 


What Can Be Configured

1. Button Visibility

You can enable/disable action buttons such as:

  • Add record
  • Duplicate
  • Export
  • Print
  • Delete
  • Import
  • Refresh

2. Role-Based Visibility

You can configure button visibility based on user roles:

  • For example, only Admins can see "Delete", while regular users see just "View" and "Edit".

3. Sub-table Settings

Button settings can also be applied to sub-tables within a detailed record view. This helps to simplify the interface when working with linked data structures.


Use Case Examples

  • HR App: Customers only see the “View” button, while HR staff have access to “Edit” and “Export”.
  • Helpdesk System: Agents can add comments but cannot delete tickets.
  • Sensitive Data: Only privileged roles can use “Export” or “Print” for tables containing personal data.

Benefits

  • Cleaner, simpler UI for non-technical users.
  • Prevents unwanted or risky actions (e.g. accidental deletion).
  • Enhances security, clarity, and role separation in shared environments.