What You Can Do with Custom Buttons

1. Trigger predefined actions instantly with a single click
2. Add buttons directly within record view or record listing
3. Execute actions such as:
   
1. Mail alerts
   
2. Field updates
3. Custom functions (scripts)
4. Checklists (task sequences)
4. Provide quick access to:
   
1. Internal or external links
   
2. Downloadable documents
   
3. Attached documents that users can view or download directly from the form
   
5. Invoke a custom widget within a form.
   

Creating a Custom Button

- Custom Button Setup Examples

Adding a custom button in the employee form record view to send probation letter to employees

Follow these steps to configure:

1. Navigate to Settings > Employee information > Extend Service > Custom Button tab
   
2. Add A Custom Button
   
3. Make sure the "Employee" form is selected
   
4. Enter a suitable name to use for the button
   
5. Configure button visiblity (applicability) by selecting Roles, Departments, Groups or individual users from the 'Custom action applicable for' section
   
6. Select the position of the button. 'In Record View' to be selected in this case
   
7. Scroll down to 'Actions' section
   
8.  Here we can choose to execute the action on the click of the button (Default Action) without validations or trigger it on criteria satisfaction (Criteria Based Action). For this use case, we will select 'Default Action'
   
9. Use the + icon within the 'Email Alerts' section to setup an email template to use, or use existing ones using the Add Existing icon ()
   
10. Click Add to Save.
    

The button will now be viewable in record view of the form: (Operations > Employee Information > [Select an Employee] > Send Probation Letter button.

Send a U.S form (I-9, W-4...) for e-signature using a custom button

To send a U.S. forms  for e-signature instantly upon clicking a Button in employee form:

1. Navigate to Settings > Employee Information > Extend Service > Custom Button.
   You can also add the custom button to other forms (Onboarding and more) where this option is supported for the service. 
   
   
   
   
2. Click Add Custom Action.
   
   
   
3. Select the position of the button as either record view or record listing.
   
1. Record view: The button is available in the record view. The action can be executed for one record at a time.
   
   
   
   
2. Record listing: The button is available in the record listing view. The action can be executed for multiple records at once.
   
4. In the Actions > E-sign Flow select the required U.S. form to be sent using this custom button.
   
   
   
   
   
   

If you want to be able to trigger custom buttons for multiple records at once, select the "Record Listing" view as the 'Position of the button' when configuring a custom button.

Document Download:

From Extend Service > Custom Button tab, select the Add Document Download option

Click on the below use case to learn about how custom buttons can be used to trigger a document download:

Include a button to download dependent details of employees for HRs

Follow these steps to configure:

1. Navigate to Settings > Employee Information > Extend Service > Custom Button tab
   
2. Select 'Add Document Download' option from the drop-down.
   
3. Select the 'Employee Salary' form. Enter an appropriate name.
   
4. Let us configure applicability to include only the 'Human Resources' department and the super administrator.
   
5. Choose beween Letter Templates or Mail Merge Templates. For this example, we can go with 'Letter Templates'
   
   
6. Configure action, let us add a letter template called 'Salary Slip Download' and use the available merge fields to add the required information to the mail template.
   
   
7. Finally, click Add to Save
   

Now the download button will be available when viewing employee records: