Low-code designer > App / Customize buttons on app item pages

Customize buttons on app item pages

You can add new buttons and customize existing ones on any item page in an app.

начало внимание

Only the users included in the Administrators group can customize app item forms.

конец внимание

Customize buttons

  1. Open the create, view or edit page of an app item. In the bottom left corner, click the gear icon.

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  1. Click the gear icon next to the button available for customization.

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  1. In the pop-up window, change the buttons parameters. Note that the available parameters depend on the form type and the settings of the app item.

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  • Button text*. The name of the button on the item page.
  • Color. Select the color of the button’s background or outline.

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  • Show. Specify when the button will be visible to users:
    • Always. The button will be displayed regardless of the users access permissions.
    • If creating is allowed. The button will only be visible to users who have permissions to create app items. This option is available only for create pages.
    • 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.

  • 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.

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  1. Click Save to apply the changes.

Add a new button

начало внимание

New buttons can be added only onto view pages of app items.

конец внимание

To add a button, open a view page. In the bottom left corner, click the gear icon.

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To the right of the Edit button, the gear icon purple background 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.

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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 to the right of the buttons.

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:

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  • 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

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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.

 

    • 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

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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.

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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 buttons settings, you can change the its color and specify when it should be displayed.

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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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