You can add new buttons to the view page of an app item, and customize the existing buttons on any item page in an app.
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Only the users included in the Administrators group can customize app item forms.
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Customize buttons
- Open the create, view or edit page of an app item. In the bottom left corner, click the gear icon.
- Click the gear icon next to the button available for customization.
- In the pop-up window, change the button’s parameters. Note that the available parameters depend on the form type and the settings of the app item.
- Button text*. The name of the button on the item page.
- Color. Select the color of the button’s background or outline.
- Show. Specify when the button will be visible to users:
- Always. The button will be displayed regardless of the user’s access permissions.
- If editing is allowed. The button will only be visible to users who have permissions to edit app items. This option is available only for edit and view pages.
- If deleting is allowed. the button will only be visible to users who have permissions to delete app items. This option is available only for view pages.
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Note that the system administrator always has full access to an app, its folders and items. Access restrictions are never applied to the administrator.
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- Only for selected statuses. The button will be displayed only on pages of items in statuses that you select. This option is available only for the view form of an app with configured statuses.
- Start the process after editing the object. The button starts the selected business process. This option is available only for buttons on create and edit forms. To add a process, click the Select process link.
- Link to field. Specify a process context variable that will store the app item.
- Click Save to apply the changes.
Add a new button
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New buttons can be added only onto view pages of app items.
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To add a button, open a view page. In the bottom left corner, click the gear icon.
To the right of the Edit button, the 
icon will appear. Click on it and select the type of button that you want to add: Edit, Delete, Start Process. For apps with configured statuses, the Change Status button type is also available.
In a similar way you can add the Restore button to the pages of deleted app items. It will allow you to restore a deleted item, changing its status to the initial one so that you are able to continue working with it.
To customize the button you added, click the gear icon to the right of its name. To exit the button configuration mode, click the cross symbol on the right of the name.
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The Show option in button settings is the only way to make the buttons added to the view form visible. The system does not provide additional settings to manage the visibility of these buttons.
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Edit button
The Edit button is customized as described above. You can change its name, color, visibility to users, etc.
Delete button
The default system behavior is to hide deleted items from the app page and interrupt any business processes that the deleted items were part of.
Apart from the general settings, there are additional options available for the Delete button:
- Comment is required. If you check this box, users will be required to leave a comment when deleting an item.
- When removing an item. With this option you can define where deleted items will be displayed. It is only available for apps in which statuses are configured, and at least one of them is final.
- Interrupt processes and remove. All the processes that are using this item will be interrupted. The item will be hidden from the app page. You can find a deleted item using search by parameters.
- Interrupt processes and set status. All the processes that are using this item will be interrupted. The item will not be removed from the app page, and its status will change to the selected status. Note that you can only select a final status.
Process Start button
Apart from the general settings, there are additional options available for the Process Start button type:
- Business process*. Select a business process that needs to start when a user clicks this button.
- Link to field. Specify a process context variable that will store the app item.
- Configure input parameters. Select fields in the process context and corresponding fields in your app. When the process starts, the process fields will be pre-filled with the data from the app fields.
- Launch the process on button click. Check this box if you want the process to start immediately after a user clicks the button, without displaying the start form.
- Display form next to the button. Check this box if you want the process start form to be displayed above the button, not in a separate window.
- Form size. Select the size of the process start form.
Change Status button
Apart from the general settings, there are additional options available for the Change Status button.
In the New status field, specify which status should be assigned to the app item when the button is clicked, for example, Order canceled.
When the user clicks on the status change button, a comment window appears.
If a user leaves a comment, it will be displayed on the item page’s sidebar.
Restore button
You can return deleted elements to the app page and continue working with them. To do that, add the Restore button to the form of deleted app items. Open the search by parameters window and apply the Removed filter. Then open the page of a deleted app item and add the button as described above.
In the button’s settings, you can change the its color and specify when it should be displayed.
Note that if there are statuses configured in the app, the restored item will be assigned the initial status. For example, the status of a restored deal will be New.
Delete a button from the app item page
Open the button settings and click the recycle bin icon in the top left corner. Then click the Delete link that appears instead of the icon to confirm deletion.
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