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

Main menu

This section contains action buttons displayed directly in the top menu of the grid.

Available buttons:

Add – add a new record
Edit – edit a selected record
Duplicate – duplicate a record
Multi duplicate – duplicate multiple records
View – view a record
Delete – delete a record
Changes overview – overview of record changes
Refresh – refresh the grid
Create – create a new record (alternative to Add, highlighted in green)

For each button, you can set:

Visible – the button is displayed
Visible by roles - button visibility based on user roles
Hidden – the button is hidden

New: Buttons can now be reordered via Drag & Drop to customize their order in the main menu.

Popup menu

This section contains action buttons available in the context (popup) menu.

Available buttons:

Multi edit – bulk edit selected records
Import – import data
Export – export data
GDPR – GDPR functions

As with the main menu, you can define the visibility of each button.

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.