Button

The Button field is a powerful, interactive field that turns each row in your table into an actionable element. With a single click, users can instantly trigger a pre-configured automation, accomplishing everything from simple status updates to complex system integrations.

Feature Details

• Trigger Automations with a Click: A button serves as a manual trigger for your automations. This provides the perfect entry point for workflows that require a human decision to kick them off.

• Customizable Appearance: Freely customize the button’s label and color to make it visually intuitive and clearly communicate its purpose (e.g., “Submit for Approval,” “Send Reminder,” “Generate Report”).

Use Cases

The Button field is incredibly versatile, simplifying repetitive, multi-step manual tasks into a single click.

• Managing Statuses: In a project management board, you can create buttons like “Start Task,” “Mark as Complete,” or “Archive.” A single click can automatically update the “Status” field for that record, moving the workflow forward.

• Moving Data Between Tables: In a CRM, when a lead is qualified, a “Convert to Opportunity” button can trigger an automation that copies key information from the lead record and creates a new entry in your “Opportunities” table.

• Sending Notifications: Need to send a follow-up? A “Send Reminder” button can trigger an automation to send a customized message via email, Slack, or another service, complete with a link back to the specific record.

• Integrating with Other Systems: By using an HTTP request as your automation’s action, a button click can trigger actions in external services via their APIs.

How to Use

1. Add and Configure the Field: Create a new field in your table and select the “Button” type.
   • Label and Color: Customize the text (e.g., “Send Email”) and color of the button.
   • Limit Click (Optional): Enable the “Limit number of clicks” toggle to set a maximum number of times the button can be clicked for each record (e.g., once). You can also configure whether the click count can be reset.
2. Custom Automation: Create a new automation using “When a button is clicked” as the trigger.
3. Define the Action: In the “Actions” section of your automation, define what you want to happen when the button is clicked, such as updating the record, creating a new record, sending an email, and more.

Important Notes

• Automation Run Quotas: Each successful button click that triggers an automation will count against your workspace’s automation run quota. Please refer to our pricing and limits documentation for more details.
• Permissions are Separate: The permission to click a button is separate from the permission to edit a record. This means users with read-only access, or even visitors viewing a shared link, can click the button and trigger its automation as long as the button is visible to them. This makes it a secure way to grant operational permissions for things like approvals, voting, or external feedback without granting access to edit the underlying data.
• Dependent on Automations: A button does nothing on its own. Its functionality is entirely dependent on its linked automation. If the automation is disabled or deleted, clicking the button will have no effect.