Button Click: Difference between revisions
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{{Rules TOC}} | {{Rules TOC}} | ||
<span style="float:left; padding-right:10px">[[File:Button Click.PNG|top]]</span> | <span style="float:left; padding-right:10px">[[File:Button Click.PNG|top]]</span> | ||
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]]. | 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]]. | ||
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*[[Questionnaire Designer|Questionnaires]] | *[[Questionnaire Designer|Questionnaires]] | ||
== Example: create new order or appointment == | == Example: create a new order or appointment == | ||
These two examples, showcase custom buttons on the account form. | These two examples, showcase custom buttons on the account form. | ||
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[[File:New order appointment.PNG|600px]] | [[File:New order appointment.PNG|600px]] | ||
You can fill out the new forms further. In the new order, we set the address | You can fill out the new forms further. In the new order, we set the account's address as the shipping address. | ||
[[File:Buttonclick orderupdated.PNG|600px]] | [[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. | In the new appointment, we add the date of creation and name of the appointment by concatenating "Meeting with:" and the account's primary contact. | ||
[[File:Buttonclick appointmentupdated.PNG|600px]] | [[File:Buttonclick appointmentupdated.PNG|600px]] | ||
Revision as of 08:29, 31 October 2022
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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 a 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 account's address as the shipping address.
In the new appointment, we add the date of creation and name of the appointment by concatenating "Meeting with:" and the account's primary contact.
