Custom Buttons For Reports In Zoho Creator

In this tutorial, Josh explains how to create custom buttons on reports in Zoho Creator. Custom buttons can be used to trigger actions and functions within your Zoho Creator projects. The video covers the following key points:

1. Adding Buttons to Quick View and Detail View: Custom buttons can be added to both the Quick View and Detail View of a report. Quick View is where you see rows of records, while Detail View is the view you see when you click on a specific record.
2. Enabling and Disabling Buttons: You can set conditions to enable or disable buttons based on certain criteria. For example, a button can be enabled only if a specific condition is met, ensuring that it’s available when needed.
3. Confirmation Messages: You can create confirmation messages that appear when a button is clicked. These messages can include reference fields from the form and can help users confirm their actions.
4. Actions: Buttons can trigger various actions, including running Deluge scripts, sending notifications via email or SMS, updating records in another form, or redirecting to a specific URL. You can customize the actions to suit your project’s needs.
5. Creating Deluge Scripts: If you choose to run a Deluge script, you can use the Deluge script editor to write your custom code. The example in the video shows a simple script that updates the status of a task to “closed” based on a condition.
6. Placing Buttons: You can place buttons anywhere within the layout of a report. This includes adding buttons as columns in the Quick View, as sections within the Detail View, or as action items that appear when you right-click on a record or select multiple records.
7. Viewing Buttons: Depending on where you place buttons, they can be accessed by right-clicking on a record, clicking the three dots menu, selecting multiple records, or appearing within the Detail View.
8. Customization: You can customize the text and appearance of buttons to make them user-friendly and informative.
9. Multiple Buttons: When you have multiple buttons, only two will appear at the top by default, and the rest can be accessed by clicking “More.”
10. On-Click Actions: You can also change what happens when you click on a record. Instead of viewing the Detail View, you can trigger a specific function or action. This can be useful for quickly performing actions on records directly from the report view.

We emphasize that custom buttons offer great flexibility and can be used for various purposes within Zoho Creator projects, from simple status updates to more complex actions and processes. The key is to understand the capabilities of custom buttons and tailor them to your specific project requirements.