Don't Forget to Optimize with Action Buttons
Jun 29, 2020Download the FREE Action Button Toolbox
Action buttons allow you to optimize your workflows, cutting out clicks and putting information at the point of need!
In this tutorial, we'll build three different Action Buttons and I’ll share a toolbox that will enable you to build countless others to suit your needs.
1. Save & Go Home
2. Open Documents in a New Tab
3. Open the Latest Child Record
Along with building these buttons, I'll show you several handy tricks like...
🎉 How to add and update fields directly from your forms
🎉 How to 'force' a record to automatically save when navigating away
🎉 Where to find a table alias
🎉 How to 'lookup' information from a child record for use on the parent
If you haven’t already you can download the Action Button Toolbox for everything you need to make these action buttons (and more)!
VIDEO TIMESTAMPS:
01:03 Action Button Format
02:00 Action #1 Save & Go Home
07:14 Action #2 Open Documents in a New Tab
12:34 Action #3 Open the Latest Child Record
RESOURCES:
Formula #1
URLRoot() & "db/" & AppID()
Formula #2
URLRoot() & "db/" & [_DBID_DOCUMENTS] & "?a=td"
Formula #3
URLRoot() & "db/" & [_DBID_TASKS] & "?a=dr&rid=" & [Latest Task ID]
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