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Add Frequently Used Tools as Custom Buttons

Add frequently used tools as custom buttons

If you disable import, export, and mass actions in feature access setting but still wish to grant users those feature accesses to certain sheets, you may consider adding them as custom action buttons. You can also create custom buttons to have easy access to your frequently used tools. From Design Mode, go to Form Settings, select the suitable Action type, and name your button.

Simply click on the “Add Action” button, save the design, and exit Design Mode. Your custom button will show up in the lower-right corner of your database:

In Listing Pages

Here are the tools which you can add as custom buttons in Listing Pages:

Download as Excel File
Printer Friendly
Send Mass E-mail
Delete all filtered

In Form Pages

Here are the tools which you can add as custom buttons in Form Pages:

Clone Entry
Download as Excel File
Download as PDF
Printer Friendly
E-mail this entry
Apply all formulas to this record
Lock or unlock record
Delete entry
Link & Load Sync

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.

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