Understanding Action Buttons

Action buttons are components that you can drag and drop onto your form from the left-panel’s component selector.

There are three types of action buttons. They perform different functions but they visually look the same on the form.

Type of Action Button	Use Case
Workflow Transition Button	Trigger a workflow transition
Launch URL Button	Open a URL in a new tab
Search Button	Click to run a query and search for data

The label of the button will display like “Create Form” here:

Workflow Transition Button

After dragging on a workflow transition button, you only need to select a transition name. Anytime this button is clicked, this transition will run. 

For example, you might use a workflow transition button to run a transition that creates another form. It would look something like this in the Inbox: 

You also might use a workflow transition button to run a transition that runs a form update to stamp the user’s name and the datetime. It would look something like this in the Inbox:

Launch URL Button

After dragging on a launch URL button, you only need to provide a URL. Anytime this button is clicked, this URL will open in a new tab. 

You can use the blue Parameters button to provide name-value pairs to the URL. 

Search Button

After dragging on a search button, you need to provide the below inputs. Anytime this button is clicked, the query will run and the results will be placed in the array selected in the Result Field. 

1. Select the Query Name (this list comes from the integration actions you have set up in the Admin Tool)
2. Select the Result Field - this is an array on your form that the query results will be placed in. The names and datatypes of the fields in this list need to exactly match what will be in the query response.
   
3. If the query has input parameters, then click the QUERY MAPPINGS button to add them. Provide the Key, which needs to exactly match the input parameter in the Admin Tool, and the Field from your form that you want to map as the input.
   

For example, if I have this data table:

And I have this data table query that has one input parameter, “name”:

And I set up a search button on my form in the Designer like this:

Then, it’ll work like this (in this example only one row is returned in the query, but there can be more than one):

NOTE: Result list has three fields with names that exactly match the data table schema:

1. “name” (labeled “Name”)
   
2. “type” (labeled “Type”)
   
3. “description” (labeled “Description”)