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Don't Forget to Optimize with Action Buttons

action buttons cool stuff formulas how to intermediate time saving tips Jun 29, 2020

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Download the FREE Action Button Toolbox

Action buttons allow you to optimize your workflows, cutting out clicks and putting information at the point of need!

In this tutorial, we'll build three different Action Buttons and I’ll share a toolbox that will enable you to build countless others to suit your needs.

1. Save & Go Home
2. Open Documents in a New Tab
3. Open the Latest Child Record


Along with building these buttons, I'll show you several handy tricks like...

🎉  How to add and update fields directly from your forms
🎉  How to 'force' a record to automatically save when navigating away
🎉  Where to find a table alias
🎉  How to 'lookup' information from a child record for use on the parent

If you haven’t already you can download the Action Button Toolbox for everything you need to make these action buttons (and more)! 



01:03 Action Button Format
02:00 Action #1 Save & Go Home
07:14 Action #2 Open Documents in a New Tab
12:34 Action #3 Open the Latest Child Record


Formula #1

URLRoot() & "db/" & AppID()

Formula #2

URLRoot() & "db/" & [_DBID_DOCUMENTS] & "?a=td"

Formula #3

URLRoot() & "db/" & [_DBID_TASKS] & "?a=dr&rid=" & [Latest Task ID]

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