Button Click

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 on Add button:

We name the button (Click text, Label):

Then, set up a Button Click rule. Changeditem is the label of the button. 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.

File:File:New order appointment.PNG