Phased rollout


This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Customized buttons

A button is a type of field that you can add to a form. The main reason to add a button is for workflow navigation to other forms or to enable the form to pull data into it through the use of the new button.

When adding a new button, evaluate the functionality provided by the button and determine the most appropriate place to put the button on an existing view. If the functionality will be used infrequently, you can add a link in the navigation bar instead of adding a button. The navigation bar enables you to add the functionality without cluttering the view itself.

Best practice

When you are adding buttons, we recommend that you use the same field ID structure that is recommended for fields. Also, if you have the same functionality on many forms, ensure that you leverage the same field ID for all the buttons across all of the forms so that they can share the workflow.

Was this page helpful? Yes No Submitting... Thank you