Add Frequently Used Tools as Custom Buttons

Adding Frequently Used Tools as Custom Buttons

If you have disabled user access to Form Tools in Feature Access Settings but want to grant users access to those features for certain sheets, or if you want easy access to your frequently used tools, you can create commonly used functions as Custom Buttons.

From Design Mode, navigate to Form Settings in the left sidebar, and click on the Actions tab.

Select the appropriate Action type and name your button, then click the Add Action button.

After saving and exiting Design Mode, you will see the added button in the lower-right corner of the sheet.

Tools Supported on the Listing Pages

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

Tools Supported on the Form Pages

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

Removing and Additional Settings for Action Buttons

If you want to delete the Action Button, you can refer to this article.

Alternatively, if you need additional settings for the Action Button, such as restricting user access rights to use the Action Button, you can refer to this article.