Action buttons

Action buttons let you update specific fields on a record. You can add action buttons on both the List layout and the Detail layout.

Create action button

  1. Click the Actions tab

  2. Click + Add New to create a new button

  3. Title the action button (this is the label that will appear on the button)

  4. Select Update Record

  5. Toggle on the field to allow users to update

  6. Edit options by selecting the pencil icon

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