Combine Buttons

About Combine Buttons

It's possible to just click one action button and execute multiple actions through combine buttons, for example, clicking Create Delivery Note + SO Complete to execute Create Delivery Note (Convert records) and SO Complete (Update values) simultaneously.

Combining Buttons

Navigate to Design Mode on your form page and click Form Tools > Combine Buttons under the Custom Buttons title.

Note: You can see combine buttons only if your sheet already contains existing action buttons, and only the action buttons created from Custom Buttons under Form Tools can be combined.

A pop-up window will allow you to select the buttons that you would like to combine.

Changes made on any of the source buttons will be applied to the Combine Button that has already been set. However, if any of the source buttons are deleted, Combine button will also need to be recombined.

Advanced Settings

When executing a combined button, its actions will be executed based on the order set in the combined button. If one of its actions fails, by default, the previous actions will be backtracked, and the subsequent actions will not be executed, which is equivalent to not executing the combined action button at all.

If this option is checked, when executing the combined action button, the failed action will be skipped, the previous actions will not be backtracked, and the subsequent actions will continue to execute.

Other configurations for action buttons

Additional Settings

There are some additional settings you can configure for action buttons, you may refer to this article for detailed information.

Remove the action button

If you want to remove the action button, you may refer to this article.