A Button runs one action when it is clicked. Where the click needs to do more than one thing, put the steps in a Multi-Action field and have the button trigger that instead.


Settings

Button Text - The wording on the button. It can be left blank on a button that shows only an icon.


Button Icon - An icon shown on the button, either alongside the text or on its own.


Field Name - The name used to refer to the button in conditions and in actions, including the Trigger Button Click action that makes another field press it.


Action Type - What the button does. This is the shared action list described in the E-form Actions reference; the settings below it change to suit whichever action is chosen.

Display

Top and Left - Offsets that nudge the icon's position within the button, for lining up an icon that sits slightly off.


Icon Size - The size of the icon, in points or em.


The button's color, font and border come from the common Fonts, Colors, and Borders settings, and its width from Sizing/Spacing - see Common Field Settings.


Advanced

Act as Submit Button - Lets the user press Enter in a form field to run this button's action, the way Enter submits a web form. Set it on the button people would reach for anyway - the search button on a lookup form, or Save on a short form. Only one button on a form should have it.


Common patterns

Save the form - Choose Perform E-form Action and then the action wanted: Save, Save for Later, Cancel, Reset, Print, Show all Pages, or Save with Workflow. Save with Workflow also takes the name of the workflow button to click, which is how a form's own button stands in for a workflow decision such as Approve or Reject.


Open something - Open Web Link opens an address, with a target window of _self for the same tab, _blank for a new one, or a name to reuse a particular window. Open Record by ID and Start New E-form by ID move the user to a record or a new form.


Do several things - Trigger Multi-Action Field runs a Multi-Action's list of actions. This is the usual shape for anything beyond a single step, because the sequence can then be reused by other buttons, by a hot key, or by a field change.


Conditions - A button is shown, hidden, enabled and disabled by the conditions described in Field Conditions, so a Submit button can stay disabled until the form is complete and an Approve button can appear only for the team that approves.