The image action button can be configured to perform a Task for the User. Commonly it is used to aid navigation, particularly on mobile where the left pane menu is hidden, providing a quick link to a Child App or to add a Child Record. Other use cases are to trigger a Workflow Action, close the current Record, navigate to an external URL, or to copy the current Record.
Image Action Buttons are Fields that can be added to a Record Template, used in a List Report or used in a Dashboard for a Report or Homepage.
Image Action Button Size
There are four options to choose from to set the size of the button on the screen. Small, Medium and Large will resize the button relative to the device and available space that the button has been placed in. Experiment by selecting each of the three image sizes to see which gives the best User Experience.
Alternatively you can set the button size to Full. This will display the image in its original dimensions. If the width of the screen space available is smaller than the original image size then the button will scale down to fit the maximum with available.
Image Action Button Type
This is were you will configure what the Action Button will be used for.
Add Child Record: First select this as the Image Action Button Type and then in the Child App property select the Child App that this will create a new Record for. When the button is clicked it will bring up the Add screen for the Child App specified. Our example here shows adding a RAID item to a KPI. The User clicks on the button and it will allow them to add a new RAID item linked to the KPI they are working on. When complete clicking the back button at the top left of the screen will allow them to carry on editing the KPI.
Close Record: This option mimics the functionality of the User clicking the back button at the top left of the screen. A use case would be if a User is working through a List Report to update their Projects. They can click on the Project to update the information and when complete click on the close Record button to navigate back to the List Report ready to select the next Project that they need to update.
Copy Record: Frequently in use cases a Record can serve as an exemplary template, or numerous Fields may often need to contain the same data. In these such instances a 'Copy Record' Image Action Button can prove very useful. It performs the same 'Copy' function that can be accessed from within a Record via the ellipses in the top right, yet offers a more streamlined alternative that can be placed on the actual Record itself. To configure this first set the Image Action Button Type to 'Copy Record', after this it is a matter of placing the Field into the desired Template which will then become part of the eventual Form.
Once the Button is set up and clicked on within a Record, the above option will be displayed. Allowing you to either go to the new copy or stay on the current Record.
NOTE: This feature is coming soon to Softools, currently it is available upon request.
Go To Child App: Quite often a User will need to navigate to a Child Application to update data. The Go To Child App action mimics the action of a User clicking on the Linked App in the left pane menu. First set the Image Action Button Type to Go To Child App and then select the Child App that you want Users to be navigated to. Here we can see that there is an Assessment that is scored by evaluating Topics in a Child App. The button sends the User to the linked Topics where they can complete the Assessment.
Go To Parent Record: The Go To Parent Record allows the User to quickly navigate back after navigating to a Child App and then opening a Child Record to view. One use case would be when looking at a Company record and viewing the Contacts for that Company, it would allow the User to get back to the Company Record saving the extra clicks involved to close the Contact Record and then navigate back to the Company Record.
Open URL: You may want to direct the User to either an internal or external URL from a Record. To do this, first set the Image Action Button Type to Open URL. Then enter the URL that you want to direct the User to. If this is an external site then the full URL or if it is a link to a page within the Site then use the relative URL for the destination. Say you wanted to take the User to the Project App, using /App/Main/Project (anything after domain.on.softools.net) would mean if there are additional host names then the navigation will still work. Also set the 'Open Image Action Button In New Tab?' as appropriate. If this is selected then a new tab will open to the link given, otherwise it will redirect the User to the link in the tab that they currently have open. Below shows an example of directing a User to the softools.net website.
Trigger Workflow: Another action that the button can perform is to trigger a Workflow. To do this set the Image Action Button Type to be Trigger Workflow and then select the Workflow that you would like to be triggered. Note that the workflow will only run if the workflow trigger has also been met so it will rerun a workflow. In this case there is a workflow to Send Report when the Analysis is Complete. This can be rerun again via the button once that condition has become true.
The button will appear as the image that is uploaded in this section. This can either be a link to a URL if the image has it's source online or it can be an Asset that has been uploaded to your Site.
Use the 'Upload New Asset' Feature to upload a new Asset to use for the button image.