Click on a dynamic button and it will perform different actions, depending on criteria that you set. Dynamic buttons can perform all the functions that buttons can, like calling APIs, updating data or inserting new data. This lets you have a single button that can do lots of different things.
Use a dynamic button that sets the desired field to Y if the field is X, and vice versa, to create a quick toggle button.
You can use a dynamic button that will perform different functions for each stage in a process (or any other dynamic setting).
First you'll want to set up your button "states", the governing rules that define button functionality. Click "Add state" to get started.
Each state is comprised of rules that must all be fulfilled for the button to be in a given "state". Basically, a rule compares a data field against a value. Some example rules:
Let's continue on the above example for multi-stage processes. You have an Onboarding Customers table, and you've placed a dynamic button to move along each stage of the process: from new to enrolled to implemented to active.
You set up button states, based on each customer's onboarding stage.
Each button and pop-up form is configured to perform different custom functions. The Enroll button calls an API to go through enrollment, and also changes the stage to "enrolled". The Implement pop-up form lets a user fill in implementation details in form fields and then progresses the stage to "implemented". The Activate button changes the stage to "active" and calls a notification API. At this point, since there's no button state governing the "active" stage, the "Else" criteria takes precedence and no button is shown in this column.