Create custom buttons in various parts of the user interface and assign actions that will be executed when they are clicked

Sergey Shurygin avatar
Written by Sergey Shurygin
Updated over a week ago

A Button is a clickable element that can be placed in various parts of the Mapsly user interface to execute actions. In various parts of the user interface a Button is displayed as:

  • a link: in a record's map popup;

  • a button: in the Trip mode's waypoint panel and record view popup;

  • a menu item:

    • in the main menu,

    • in the route waypoint's context menu,

    • in the Table view row's context menu,

    • in the Table view's group actions menu.


Button placement in user interface

A Button can made always visible in the main menu (for example, to re-reschedule regular visits), or can be associated with one or multiple records and appear only for record of those objects in:

  • Map popup,

  • record view popup,

  • route activity (route waypoint context menu, trip mode's waypoint panel,

  • map right-click

  • table view row's context menu,

  • table view's group actions menu,

  • main menu.

A Button may be made available for multiple records as well

You can use a Button to perform an action on one particular record, for which the button is pressed - in this case actions executed by the button may access the record's fields using the record merge tag.

Optionally, you can make the Button available in the Table view's for a multiple records at once - in this case records will be available in actions' context under the records array object, even if there's only one record in the array.

Note #1. Regardless of whether your Button is made available for multiple records or only for one record, when a button is executed, the execution context will alway contains both the record and records variables, so in both cases you may use actions that work with the records array ("bulkified" actions).

When a Button is clicked for multiple records, the record variable in the execution context will contain a randomly selected record from the array.

A Button can bring up a Form

A Button's condition/actions blocks can contain call(s) to one or multiple Forms actions.

IMPORTANT NOTE. Only first Form actions that is executed will bring up the form, and all subsequent Form actions in the current Session will be ignored. So while you have call calls to multiple Form actions in your Button, which invoke the same or different forms depending on the implemented business logic, only one Form can be shown to the user in response to one click to a button.

Adding a new button

To add a Button, go to Setup -> Buttons:

And click the + button. Then fill in the Button's configuration settings:

  • Name: the Button's name that will appear in the list of buttons for the Mapsly admin. It will not be visible to end users.

  • API name (optional): the Button's name for referencing in other automation elements.

  • Button label: the button's name that will appear on the button, link and in the menu item for this the Button (visible to end users).

  • Objects (optional): one or multiple objects for which to display the Button. Associating a Button with an object makes it possible to display it in the following locations:

    • in a record's map popup, record view popup, route waypoint's context menu and Trip mode's waypoint panel for the record;

    • in the Table view's group actions menu, when this object is selected.

  • Add button to: select locations in the user interface where to display the Button.

IMPORTANT NOTE: when a button is clicked from the main menu or from the map right-click menu, there will be no records in the automation execution context, so these two locations should not be used for buttons that work with records for which they are clicked.

  • Visible for: this setting takes affect only if Add button to contains Table view: group actions and indicates whether to make the button available when multiple records are selected:

    • if One record is selected, the button will be disabled when multiple records are selected;

    • if One or multiple records is selected, the user will be able to invoke the button for multiple records at once.

NOTE. By default, the maximum number of records for which a Button may be clicked is 1,000. This limit can be raised by your request - please contact Mapsly support to request it.

  • Icon: an icon that will be shown along with the button's label in:

    • the route waypoint's context menu,

    • in the Trip mode's waypoint panel,

    • in the record view popup.

  • Sort order defines where to show the Button in relation to other custom Buttons and standard buttons and menu items:

    • any value under 100 will put the button before the standard buttons and menu items except route waypoint where Navigate always comes first;

    • any value of 100 or above will put the button after the standard buttons and menu items.

  • Make user's location available for actions: if this box is checked, when the user presses the Button, Mapsly will attempt to determine the user's current location and - if successful - it will be available in the Context under the currentMapslyUser.location key (described in detail here).

  • Actions lists of condition/actions blocks to be executed when the Button is clicked.

  • Permitted user profiles lists user profiles for which the Button will be shown.

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