Configure button action

Configure button actions

You can define an action that takes place when a button is clicked. You can link various actions to a button click including redirecting users to an external URL, opening a Zoho Creator component like: a form, report, or a page. You can also specify a custom function to be triggered on click of a button.

To configure a button action

  1. Click to select a panel that holds the button you want to configure action for.
  2. Click the Configure option in the toolbar in the header area of the page builder. A configuration sheet slides in.
  3. Click to select the button inside the panel.
  4. From the configuration options on the right, select ACTION.

  5. Choose from the options:
    • None: Use this option to remove any action associated previously.
    • Open URL: Opens a given URL in a specified target window.
      • To configure Open URL action:
        • Select Open URL.
        • Enter a Url you want to open in the space provided below.
        • Select a target window from the OPEN IN dropdown. 
    • Open form: Opens a specified form. You can select a form from any application in your account.
      • To configure Open form action:
        • Select Open form.
        • Select Form to associate to the button.

          Note: The Form dropdown lists all the forms in the application you are currently working on. To select a form from another application, click the Change App option give in Blue, on the footer of the FORM dropdown. Select another application and click DONE to view all the forms in it. 

        • Enter a Query Parameter

          Adding a query parameter to an Open Form action, loads the associated form with pre-filled values, for the fields specified in the parameter string.
          Parameter formats:

          1. Field link name=${page parameter name}
          2. Field name=value

          Example:

          You can pass multiple parameters separating each using the ‘&’ symbol.

        • Select a target window from the OPEN IN dropdown. 
  6.  
    • Open report: Opens a specified report. You can select a report from any application in your account.
      • To configure Open report action:
        • Select Open report.
        • Select Report to associate to the button.

          Note: The Report dropdown lists all the reports in the application you are currently working on. To select a report from another application, click the Change App option give in Blue, on the footer of the FORM dropdown. Select another application and click DONE to view all the reports in it. 

        • Enter a Query Parameter

          Adding a query parameter to an Open Report action, loads the associated report based on the criteria specified in the parameter string.
          Parameter formats:

          1. Field link name=${page parameter name}
          2. Field name=value

          URL format for setting Report criteria with Operators other than "=" (Equal) is FieldName1_op & FieldName2_op 

          Refer this table for the list of Constants for Operators.

          Example:

          You can pass multiple parameters separating each using the ‘&’ symbol.

        • Select a target window from the OPEN IN dropdown. 
    • Open page: Opens a specified page. You can select a page from any application in your account.
      • To configure Open page action:
        • Select Open page.
        • Select Page to associate to the button.

          Note: The Page dropdown lists all the pages in the application you are currently working on. To select a page from another application, click the Change App option give in Blue, on the footer of the Page dropdown. Select another application and click DONE to view all the pages in it. 

        • Enter a Query Parameter

          Adding a query parameter to an Open Page action, provide values for parameters(associated page parameter) in the page to be opened.

          Parameter formats:
          1. Field link name=${page parameter name}
          2. Field name=value

          You can pass multiple parameters separating each using the ‘&’ symbol.

        • Select a target window from the OPEN IN dropdown. 
    • Execute function: Invokes a custom function, specified in any application of your Zoho Creator account.
      • To configure Execute function action:
        • Select Execute function.
        • Select a custom function to associate to the button.

          Note: The Function dropdown lists all the custom functions in the application you are currently working on. To select a function from another application, click the Change App option give in Blue, on the footer of the Page dropdown. Select another application and click DONE to view all the functions in it. 

        • Select a Parameter

          You can choose an argument of the selected function, to pass it as a page parameter.

        • Specify a Success message to be displayed on, on successful execution of the associated function.

You can make the changes and close the panel configuration sheet. The changes will be auto-saved.

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