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.

How you can use Action buttons:

1. Trigger a record update

2. Trigger a Stacker workflow

3. Trigger a Zapier/Make.com action

4. Navigate to an internal or external link

Create action button

1. Click Edit Layout

2. Click the Actions tab

3. Click the + to create a new button

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

5. Select Update Record

6. Toggle on the field to allow users to update

7. Edit options by selecting the pencil icon