How to use Action Buttons on Boards

  • 29 November 2022
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Action buttons are a great way to add navigation, imports into Blocks, and external links to any Board in an easily accessible format.  This article discusses how to implement this functionality.

 

Table of Contents

 

How can you use Action buttons?

 

Buttons are a type of widget that can be added to a Board to help end users easily perform certain actions. There are three different use cases for buttons; they can be used for navigation between Boards, importing into Blocks, or adding a link to an external website. They can be visually customized by using different formatting and display options. 

 

The Configure Boards permission is required to be able to set up a button.

 

 

Adding a Button to a Board

 

Users with the Configure Boards permission can add a button to a Board through the following steps.

  1. Click the Edit Board button on the Board to which you want to add a button.
  2. Click + Add a Widget and select Button. 
  3. Enter the text you want to appear in the Button label text box.
  4. Select an Action on click and fill in the corresponding information.  
  5. Click Add and the button will appear in the top left of the Board. 

 

Action on click 

 

Go to another board 

 

This action can be used to allow users to easily navigate to other boards by selecting the button.  When selecting this action, just select the Board that you want them to navigate to after clicking.  If they do not have access to the Board, the button will be grayed out for them with a message letting them know they don't have permission to navigate to that Board. 

 

 

This option allows for an external website link to be opened in a new window.  

 

Import 

 

You can add a saved import configuration that will be triggered when a user clicks on the button.  When you the Import option, you will be prompted to choose the Block and configuration for the import you want to run.  

You must first choose the Block that you wish to import into.  Using the dropdown, you will see a list of all Blocks that have a saved import configuration associated with them.    

The next option is to choose the exact import configuration. This option works with connectors and file imports.  If you do use a file import, when the user clicks on the button, they will need to provide the appropriate file to be able to complete the import. 

 

 

Button widget options  

 

You can customize the look of a button and adjust the Action through the Action button settings.  

  1. Navigate to the Board the button is located on.
  2. Click Edit Board.
  3. Hover over the button and click on the Settings icon.

 

Button label and tooltip

 

The button label controls what text will appear on the button, by default it will say Click here. There is no limit on the text of the label, however, buttons are limited to one line so its best to choose a small title.  

You can add a tooltip that will appear when users hover their mouse over a button. This tooltip is limited to 150 characters.  

 

Formatting Options 

 

Filled will use a solid color vs Outlined which will show a transparent background and allow you to choose the outline of the button.  Depending on the option you choose, the color pickers icon will adjust as will the colors selected.  You can choose the color of the button or outline and the text.  You can also bold or italicize the button's label. 

 

Display Icon 

This toggle will control if the icon appears on the button, there are different icons depending on the Action on click that you choose. 

 

Fit to text

This option determines the size of your button.  If toggled off, the button size will be determined by the overall size of the widget. If you choose this option, you can resize the widget and the button will adjust to fit the entire widget.  To adjust the widget size, you have to have the button settings closed, but the Board must still be editable.  Then just drag and drop. 

 

If this option is toggled on, the button size will be determined by the length of the text within the button.  You will also get an additional option of the Button alignment, which determines where the button will appear, in relation to the entire size of the widget.   If you have a large widget, and the text is small, you can determine if you want the button to appear on the right or left sides, as well as an option for the middle. 

 


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