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Additional Settings for Action Buttons

There are three additional settings for action buttons that you can configure if necessary:

These settings can be found under Design mode > Form Settings > Actions.

Confirm before execution

To prevent users from accidentally clicking on action buttons and cause unexpected situations, such as creating new data or modifying data you can configure the action buttons to be Confirmed before execution.

Don't forget to click Save Changes within the action button configuration before saving design changes.

With this configuration, users will have to confirm that they would like to execute the action.

Only executable when approved

In some situations, executing action buttons make significant changes to existing entries. In order to have another layer of security, you can configure the action buttons to be executable only when approved in the approval flow.

Don't forget to click Save Changes within the action button configuration before saving design changes.

Hide this action button

If you would like to hide some action buttons, for example, after combining two action buttons, you will not have the option to delete the old action buttons, but you can hide it to prevent users from accidentally clicking them to execute actions that are irrelevant. You can configure the action buttons to be hidden by selecting the Hide this action button option.

Don't forget to click Save Changes within the action button configuration before saving design changes.

Action available for these user groups

It's very common for a sheet to be accessible by multiple user groups, with different access right privileges.

For example, while a user group might be a "Viewer" who can only view entries, "Admin" or "Bulletin Users", on the same sheet would be able to modify entries. In most cases users who have "Viewer" access rights shouldn't be able to view or click on the action button.

As the result, you can have a more fine-tuned control on the access rights for each action button through this additional setting.

By default, the action buttons are available for the EVERYONE user group, which means that anyone who has access to the sheet would be able to execute this action.

You can click on the dropdown arrow under "Action available for these user groups" to select the user groups you would like to grant access to.

Don't forget to click Save Changes within the action button configuration before saving design changes.

Only available for users who can edit this entry

Sometimes you would like to allow users to modify entries with action buttons, but only the entries that they have editing rights to. In this case, you can check Only available for users who can edit this entry. With this being configured, this action button will be only available for users on the records that they have editing rights to, and not on the records that they can only view.

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