Buttons on Views
Once you make a button, you can add it to both the Display and Edit Views. This way, agents and clients can see and use the buttons in their portals. The buttons will show up in these views if they meet the required state and standard filter criteria.
Agent Portal: Display View
Success Message
When you click a button, it checks if a condition is met. If it is, the linked actions will execute and success message will happen. If not, a failure message will show up.
Agent Portal: Display View
Error Messages
The error messages are different for display and edit views:
Display View: If the button doesn’t work, a modal will pop up with a generic failure message first, then custom messages for each failed rule. If a rule doesn’t have a custom message, nothing will show for that rule.
Agent Portal: Error Message Pop up display
Edit View: If the button doesn’t work, a notification will appear in the top right corner. Each failed rule with a custom message will have its own notification, along with the standard failure message.
Agent Portal: Edit View Screen
Confirmation Pop up
If a confirmation message is configured, it will appear when the user clicks the button. Click Confirm to proceed or Cancel to abort the action.
.png)