Note
This article is about home page widgets. For dashboards, go to the Dashboard widgets article.
Button Bar and Link Bar widgets are very similar. Both provide ways to allow your users to perform actions, such as opening a web page or creating a new record. The difference lies in how this action is presented. Button Bars present the actions as buttons, and Link Bars present the actions as links. This allows you to place the same functionality in a more compact space. It also allows you the stylistic flexibility to visually distinguish between the two. For example, you might use buttons for important functions such as adding new records, then use links to direct users to useful but less critical functions and information.
Create a Button Bar or Link Bar widget
To create a Button Bar or Link Bar widget, edit the app Home page. Drag the Button Bar widget or Link Bar widget from the Widget Gallery on to the home page.
The widget appears with the button or link Customization dialog already open.
Note: The color you select applies to all buttons in this Button Bar.
As with all widgets, you can set this widget to be collapsible, if you have placed it on its own row, to preserve space on the app Home page. You can also choose to show a title for the widget.
Add buttons to a Button Bar widget, or links to a Link Bar widget
To add a button to a Button Bar widget, select New Button. To add a link to a Link Bar widget, select New Link.
In either case, the button or link Customization dialog will appear. See Customize button and link titles.
Configure the button or link bar
To configure the button or link bar, select the Settings icon (
) in the upper right corner of the bar. The Settings dialog will open.
Select the button/link orientation you prefer. You can choose horizontal or vertical orientation within the row. You can also choose whether vertical buttons align left, center, or right within the widget.
If this is a Button Bar widget, you can select the button color by selecting the button color box. The Color Selection dialog will open.
You can also revert to the default color by selecting Revert to default color.
Customize button and link titles
To customize each button or link, hover over the button/link, then select the right arrow icon on the right side of the button.
To edit the label text of a button or link, select the Edit icon (
). A field will open. Type in the text you'd like to display. Press Enter or select the green checkmark to save the title.
Customize button and link destinations
To change the destination of a button or link, select the Customize icon (
). This will open the Customization dialog.
New record
A New Record button or link allows the user to add a record to an existing table within the app. When the user selects the button/link, the New Record page opens, allowing the user to enter the record.
To create this type of button/link, select New Record. The dialog will change. Select the New dropdown and select the table to which you wish to add a record.
You can specify what happens after the new record has been saved. The user can be directed to:
Return to the app Home page
View the new record
A different page
A report
Select the option you prefer from the After saving the new record dropdown.
Report
A Report button or link takes the user to that report's page. To select the report, select the Report dropdown.
Page
A Page button or link takes the user to another page. To choose which page, select the Page dropdown and select the page name.
URL
A URL button or link takes the user to a specific URL. To create a URL button or link, enter the URL in the URL field.
Remove a button or link
To remove a button, select the right arrow icon on the right side of the button, then select the red Delete icon (
).
Rearrange buttons and links
You may find you want to change the order in which your buttons appear. To move a button to a new location on the Button Bar, drag and drop the button to its new location.
Save your widget
Select Save on the Page bar to save all your changes.