Introduction
Buttons in TeamTracks automation allow you to link multiple actions to a single button. When clicked by a user or client, it initiates all linked actions. Additionally, conditions can be set for the button's activation, so actions are performed only if these conditions are satisfied. If the conditions aren't met, the system can display a customizable error message.
These buttons can be integrated into the Display/Edit views of objects, appearing at the top of the page just after the object's state. This makes it easy for users to click the buttons directly from the relevant page.
Button Configuration
Provide a Name, Alternative Name, and Description for your button. If an Alternative Name is provided, it will be used as the button's display name on the Views. If not, the Name will be used as the display name by default.
Button Formatting
By checking the "Enable Color Options", you unlock the ability to format your custom buttons using three parameters: Background Color, Border Color, and Border Width.
Background Color: Select your desired background color using the provided color picker.
Border Color: Choose a color for the button's border using the designated color picker.
Border Width: Adjust the button's border width according to your preference using the border width field, measured in pixels.
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Admin Interface: Create Button Screen
Button Expression
This functionality allows you to implement validations on buttons. For instance, if you want the actions to be triggered only when certain conditions are met, you can define those conditions here as rules. To add a new condition, click "Add New Clause."
Click here to learn more about expressions.
Message on Fail
Enter the text you would like to display in a pop-up dialog box when the condition to process the button is not met. This generic message will help users understand the issue and guide them on making the necessary changes to proceed with the button. This field is an HTML field, allowing you to format your text using HTML. This provides greater flexibility in customizing the appearance of your message.
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Admin Interface: Button Configuration Page
If you want to add more detailed messages, you can use the “Enable Custom Messages on Fail” feature. When you check this option, you’ll see extra text boxes under each rule. You can use these boxes to write specific messages for each rule. Click here to see how it works.
Confirmation Message
Confirmation messages provide an extra layer of safety by prompting users before they complete an action using a button. For example, you can configure a message like 'Are you sure you want to proceed with this action?' This message will appear as an alert whenever the button is clicked. Users must then click 'Confirm' to proceed with the button's action. If they don't confirm, the button action will be canceled.
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Admin Interface: Button Configuration Page
If a confirmation message is added, a pop-up window will appear before the action is performed. If the confirmation message field is left blank, the button will continue to execute the action without any prompt.
Message on Success: Enter the text you want to display as a pop-up notification to inform users that their button click was successful.
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Admin Interface: Button Configuration Page
Besides the expression builder, buttons can also have states and standard filters. This means you can control the display of buttons on Views by choosing specific states and further refine them using standard filtering options.
Actions
This is where you add actions to the buttons, which will be executed when the button is clicked. Click the "+" icon, and a dialog box will appear, displaying all the available actions you can add to the button.
Click on Create to finalize and create the button.
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Admin Interface: Button Configuration Screen