Button Click: Difference between revisions

Revision as of 08:27, 31 October 2022

Rules and examples
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Warning

Work in progress! We are in the process of updating the information on this page. Subject to change.

Rules are client-side scripts (no-code business logic) that are executed when a user of the mobile app interacts with the app. The Button Click rules are executed when a row button is clicked. Rules are managed using the rules editor, usually in Woodford.

Button Click rules are available on the:

Example: create new order or appointment

These two examples, showcase custom buttons on the account form.

First, we click Add button and fill in the name of the button (Click text, Label):

.

Then, set up a Button Click rule. Changeditem is set to be the button label. We create a variable that will be a new instance of order or appointment and assign the customer id from the account. In the end, we open a new appointment/order record.

You can fill out the new forms further. In the new order, we set the address of the account as the shipping address.

In the new appointment, we add the date of creation and name of the appointment by concatenating "Meeting with:" and account primary contact.

@@ Line 25: / Line 25: @@
 [[File:New order appointment.PNG|600px]]
+You can fill out the new forms further. In the new order, we set the address of the account as the shipping address.
+[[File:Buttonclick orderupdated.PNG|600px]]
+In the new appointment, we add the date of creation and name of the appointment by concatenating "Meeting with:" and account primary contact.
+[[File:Buttonclick appointmentupdated.PNG|600px]]