Dynamic buttons are buttons that can change states and functionality, based on rules you define. Dynamic buttons allow you to create “toggle” buttons or any buttons that change function when certain criteria are met.
Dynamic buttons are embedded in-line into a particular table, and the data used to determine the state of the button comes from that table.
Enter in a name for your dynamic button at the top.
Next, you’ll need to define your button “states”, and the rules that lead to each button state. By default, the “else” case is set to not show anything (no button is displayed). This is the state the button will be in if none of the rules determine that the button should be in a different state.
Click “Add state” to add a new state for the button. You can add as many states as you wish. Remove states by clicking “Close” and then the trash icon on a given state.
When this happens
For each state, you’ll need to set up the rules. Each rule consists of a field, an operation, and a value. You can add multiple rules (rules have an “AND’ relationship, criteria must satisfy all rules to qualify). You can remove rules by clicking the “X” next to a rule.
Field: The column in the table you want to use for the rule.
Operation: Choose how you want to compare the values - “greater than”, “contains”, “is not equal to”, “is null”, etc.
Value: Input the value you want to compare (vs the data in the table field).