Style and customize your Rich Text button

Prev Next

This is the last line of the Formula Rich Text field option for running our extensions. There are many ways to style and customize your button by editing this line.

Important

Read this carefully. Before editing, keep special characters exactly where they belong, including:

  • Single quote ( ' )
  • Double quote ( " )
  • Equal sign ( = )
  • Ampersand ( & )
  • Backslash ( \ )
  • Forward slash ( / )
  • Semicolon ( ; )
  • HTML open anchor ( <a )
  • HTML closing anchor ( </a> )

If you accidentally change your field type to Rich Text instead of Formula Rich Text, submit a technical support case.

Customize the formula line

The following is the last line of the formula, which you can customize to fit your needs. The highlighted sections show where you can make edits. The options for each section are described after the formula.

;
"<a class='Vibrant Success OpenAsPopup' data-height=1000 data-width=1000 data-refresh=true href=\"" & $url & "\" > (Name Your Button Here...)
</a>"

Colors included in Rich Text formulas

In place of the word Success in the formula, you can include any of the following:

  • Vibrant—regular gray button
  • Alert—yellowish
  • Danger—red
  • Primary—blue
  • Snowy—white
  • Success—blue

The following are the recommended height and width for each extension affected by the JavaScript change:

These aren't the only window sizes that work. They're what we've historically set in the past.

ExtensionHeightWidth
Exact Forms Plus (using the progress bar)350500
XL Docs (using the progress bar)450500
DocuSign for Quickbase630940
QB Signatures650700
Amazon S3 (Basic)400675
Amazon S3 (Multifile)700800
Amazon S3 (Doc Management)500600
Multifile File Attachment500900
DropBox550900
Image Resizer/Rotator200600

In place of the line (Name Your Button Here...), change the button's name to something relevant to your team's workflow or specific use case.

You are able to make changes between the > and </a> closing anchor.

We strongly recommend that you change this name to something meaningful to your company's processes and extensions.

Some potential names for your button include:

  • Generate Document
  • Generate (Your Doc name/type)
  • Execute ...
  • Create ...
  • Send ...
  • Print ...
  • Modify ...