Toolbox buttons

Toolbox buttons

Toolbox buttons add context-related actions that specifically trigger defined work steps.

Recommended process

1. Clarify the target, affected record and required permissions.
2. Open on desktop Administration the area Toolbox > Toolbox button.
3. Check existing information and record the change completely and comprehensibly.
4. Save and check the result in the associated follow-up process or in the appropriate list.

Fields

• Active: Activate the button.
• Put one Landing page fixed.
• label of the button
• internal Description
• Tool tip:
• Icon: Select icon
• background color of the button.
• font of the button.
• Placement: In toolbar, page, tab or field
• position of the button
• URI scheme select (https, mailto, tel, sms)
• URL template:
• Checkbox Open in new window
• Checkbox Confirmation required:
• Success message:
• Visible if field: The button is only visible if the request field is also visible in the destination.

Then check

• Master data, status and responsibility are complete and plausible.
• The change is saved and can be found again via search or list.
• The adjacent process accepts the data as expected.

Avoid typical mistakes

Leave Toolbox button not immediately after an entry. Save consciously and then check whether the expected result is visible.

Related topics

1. For customizers – customize screens and forms
2. For Customizer – Customize screens and forms › User interface
3. For customizers – customize screens and forms › Expand the document chain
4. For Customizer – Customize screens and forms › Output control

Frequently asked questions