Custom Button

The Custom Button trigger is a unique type of trigger that allows users to define a custom button to execute a specific action. Unlike automated triggers, this one requires manual user interaction to activate the workflow.

Configuration Options

Select Table

  • Choose the table where the custom button will be available.

Custom Button Label

  • Provide a name for the button. This label will appear on the button unless you opt for an icon-only visualization.

Button Position

  • Decide where the button will be displayed:
    • Menu: Adds the button to the main menu of the table.
    • Popup: Places the button in the popup menu of the table.

Button Visualization

  • Choose how the button will appear:
    • Full Button: Displays both an icon and the button label.
    • Just the Icon: Displays only the button icon without text.

Button Style

  • Customize the appearance of the button:
    • Background Color: Select a color for the button’s background.
    • Icon: Choose an icon to represent the button visually.

Button Order

  • Set the button’s order (numeric value) to control its position among other buttons.

Run on Server

  • Toggle this switch to determine where the workflow will run:
    • On: The trigger runs on the server-side, ideal for non-interactive processes.
    • Off: Use a client script for workflows requiring client-side interaction.

Use Case Examples

  • Add a "Mark as Complete" button to tasks in a project management table.
  • Provide a "Generate Invoice" button for specific records in a billing table.
  • Create a "Send Notification" button to trigger a custom alert for selected users.

This trigger empowers users with direct control over workflow actions through customizable buttons, enabling tailored interaction and flexibility.