Buttons and approvals

Buttons at the top of a form that move a record, run an automation, open a link or print a PDF - and approval rules that make a button wait for the right people.

Buttons

Open a model's Buttons & approvals tab and press New button. A button can:

• Move to a stage - for example Approve moves a claim to Approved;
• Run an automation - one that runs When a button is clicked;
• Open a web link - with values of the record, for example a map of {{Address}};
• Print a PDF report.

Choose its colour, a question to ask first ("Close this claim?"), the roles that may use it, and when it shows - for example only while the stage is Received.

Approval rules

Add an approval rule to a button to make it wait for approvers:

• Who may approve - roles (Admins, Builders, Users) and / or named people;
• Approvals needed - one, or more;
• Only when - for example when Cost is greater than 10,000. When the rule does not apply, the button works at once.

When someone clicks the button and a rule applies, the approvers are told (bell and email). The record shows the request and its votes. Approvers press Approve or Reject, with a note.

• When every rule of the button is approved, the button's action runs by itself for the person who asked, and they are told.
• A rejection stops it. The person can change the record and click again to ask once more.
• People cannot approve their own request when someone else can.

Requests waiting for you show on Studio's Home.