Button setup examples

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You can set up various buttons depending on your business goals. Perform the setup in the Freedom UI Designer. Learn more in a separate article: Button.

Set up a button that executes multiple common actions 

To keep the page UI lean, you can combine similar button actions, for example, saving the record, canceling changes, or closing the page, into the drop-down menu of a single button.

Example. Set up the Save and close button on the record page toolbar. The button must save the changes and close the page simultaneously. The Close item of the drop-down button menu must close the page without saving the changes.

Fig. 1 Button that executes multiple common actions
scr_button_with_menu.png
  1. Open the setup area of the Save button included in the page template by default and edit the base parameters:

    1. Set Title to “Save and close.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
    Fig. 2 Set up a button
    scr_menu_settings.png
  2. Add a drop-down menu with the action that closes the page.

    1. Click in the Menu items block.
    2. Set the base menu item parameters in the setup area (Fig. 3):

      1. Set Title to “Close.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
      2. Set Action to “Close page.”
      Fig. 3 Set up the button menu item
      scr_menu_item_settings.png

As a result, Creatio will add the Save and close button to the record page. Click the button to save the changes and open the section list. Select the Close menu item in the button drop-down menu to close the page without saving the changes.

Set up a button that contains submenus 

To make the app workflow as flexible as possible, you can add buttons that contain submenus with various actions users might require on different process stages.

Example. Set up the Actions button on the list page toolbar. The button must contain an embedded menu with the following items: Open homepage and Add record. Items of the Open homepage submenu must open Sales and Studio homepages. Items of the Add record submenu must add new contact and account records.

Fig. 4 Menu button that contains submenus
scr_button_with_menu.png
  1. Add a button to the page template and set the base parameters:

    1. Set Title to “Actions.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
    2. Set Style to “Primary.”
  2. Set up the submenu with actions that open pages.

    1. Add an item that will contain the submenu.

      1. Click in the Menu items block.
      2. Set the base menu item parameters in the setup area (Fig. 5):

        1. Set Title to “Open homepage.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
        2. Set Action to “Open specific page.”
        Fig. 5 Set up a menu item
        scr_open_home_page.png
    2. Add an item that opens the Sales homepage to the Open homepage submenu.

      Fig. 6 Set up a submenu item
      scr_open_sales_page.png
      1. Open the settings of the Open homepage menu item.
      2. Click in the Menu items block.
      3. Set the base menu item parameters in the setup area (Fig. 6):

        1. Set Title to “Sales.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
        2. Set Action to “Open specific page.”
        3. Set Which page to open? to “Sales homepage.”
    3. Repeat steps a-c for the submenu item that opens the Studio homepage.
  3. Set up the submenu whose items add contact and account records in a similar way.
Fig. 7 Set up a button
scr_menu_settings_2.png

As a result, Creatio will add the Actions button to the toolbar of the list page. You will be able to run the following actions using the button menu:

  • Open Sales homepage.
  • Open Studio homepage.
  • Add a contact record.
  • Add an account record.

Set up a button that runs business processes in a section 

In Creatio, you can set up a business process that runs for a specific section record. You can run business processes in any Freedom UI object using a button.

Example. Set up the Run process button on the record page toolbar. The button must run the Actualize contact age process and Update the profile data population business processes.

Fig. 8 Run business processes from the button menu
scr_button_with_menu_business_process.png
  1. Add a button to the page template and set the base parameters:

    1. Set Title to “Run process.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
    2. Set Style to “Primary.”
  2. Add an item that runs the Actualize contact age process process.

    1. Click in the Menu items block.
    2. Set the base menu item parameters in the setup area (Fig. 9):

      1. Set Title to “Actualize contact age process.” Click set_title_field_localization.png in the right to localize the title to other languages you are going to use in the app. This lets you save time on localizing the finished app.
      2. Set Action to “Run process.”
      3. Set Which process to run? to “Actualize contact age process.”
      Fig. 9 Set up the button menu item
      scr_actualize_age.png
  3. Add an item that runs the Update the profile data population process in a similar way.
Fig. 10 Button settings
scr_menu_settings_3.png

As a result, you will be able to run the Actualize contact age process and Update the profile data population business processes using the Run process button on the section page.