208 lines
22 KiB
HTML
208 lines
22 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<head>
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<title>Quick actions Buttons</title>
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<meta name="generator" content="Help+Manual" />
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<meta name="keywords" content="" />
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<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<meta name="description" content="You can add quick actions buttons to the top panel of a page. Buttons allow you to start business processes, create app items, open workspaces, apps or web pages." />
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<meta name="picture" content="" />
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<meta property="og:type" content="website" />
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<meta property="og:url" content="https://brix365.com/en/help" />
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<meta property="og:image" content="" />
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<link rel="icon" href="favicon.png" type="image/png" />
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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<link rel="stylesheet" href="./jquery-ui.min.css" />
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$(document).ready(function(){highlight();});
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<body>
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<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
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<header class="header elma-365">
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<div class="container">
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<a class="header__logo" href="https://brix365.com/en/help">
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<img src="./logo-en.svg" alt="header logo">
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</a>
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<!-- <div class="hero__search-form" id="search-panel">
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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<label class="search-form__label">
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<span id="reset-search" class="search__icon"></span>
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<input class="search-form__input" type="text">
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</label>
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<input class="search-form__submit" type="submit" value="Submit">
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</form>
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</div> -->
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<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
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<div class="hero__search">
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<a href="#" id="search-icon" class="hero__search-icon">
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<img src="search-icon-white.svg" alt="search string">
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<img src="side_menu.svg" alt="side menu">
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</a>
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<div class="header__navi">
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
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</div>
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</div>
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</header>
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<main class="main container">
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<aside class="sidebar" id="sidebar">
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<div class="sidebar__header">
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<a class="header__logo" href="https://brix365.com/en/help">
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<img src="./logo-light-en.svg">
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</a>
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<span class="sidebar__close elma-365-close" id="close"></span>
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</div>
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<div class="sidebar__wrapper" id="side-menu">
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</div>
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</aside>
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<article class="article" id="article">
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<div class="article-inner">
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<div class="content">
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<header class="article__header">
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<div class="article__bread" style="display:flex; gap:10px;">
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<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
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<div class="topic__breadcrumbs">
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<p>Low-code designer > Workspace > <a href="360009924231.html">Custom menu items</a> > <a href="360009924451.html">Page</a> / Quick actions Buttons</p>
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</div>
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</div>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Quick actions Buttons</span></h1>
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</div>
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</header>
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<section class="article__content">
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<div class="scroll-top-inner">
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<a href="#h1-article" class="scroll-top"></a>
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</div>
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<!-- Placeholder for topic body. -->
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">You can add </span><span style="font-size: 15px; font-weight: bold;">quick actions buttons</span><span style="font-size: 15px;"> to the top panel of a page. Buttons allow you to start <a href="360008121732.html" class="topiclink">business processes</a>, create <a href="360016427291.html" class="topiclink">app items</a>, open <a href="360007990371.html" class="topiclink">workspaces</a>, <a href="360006963072.html" class="topiclink">apps</a> or web pages.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p class="p_Normal">Only users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a> group can add or delete the <span style="font-weight: bold;">quick actions buttons</span>. </p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Add a button</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">To add a quick action button:</span></p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Go to a page or <a href="360009924451.html" class="topiclink">create</a> one. </span></li><li value="2" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">If it is a new page, fill it with <a href="360027211631.html" class="topiclink">widgets</a>.</span></li><li value="3" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Click the gear icon in the top panel of the page. </span></li></ol>
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<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 7px 22px;"><img alt="quick-actions-1" width="842" height="562" style="margin:0;width:842px;height:562px;border:none" src="quick-actions-1.png"/></p>
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<ol style="list-style-type:upper-roman">
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<li value="4" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Click the plus icon </span><img alt="add-icon" width="16" height="16" style="margin:0;width:16px;height:16px;border:none" src="add-icon.png"/><span style="font-size: 15px;">. A window with toolbar elements opens.</span></li><li value="5" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">In the opened window select: <a href="button_widget.html" class="topiclink">Button</a> or <a href="create_button_widget.html" class="topiclink">Create button</a>.</span></li><li value="6" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Specify the settings in the opened window.</span></li></ol>
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<h3 class="p_Heading3"><span class="f_Heading3">Button</span></h3>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="quick-actions-2" width="693" height="497" style="margin:0;width:693px;height:497px;border:none" src="quick-actions-2.png"/></p>
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<h4 class="p_Heading4"><span class="f_Heading4">Main tab</span></h4>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Display</span><span style="font-size: 15px;">.</span><span style="font-size: 15px; font-weight: bold;"> </span><span style="font-size: 15px;">Select the button appearance (link, icon, context menu item).</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Name/Tooltip</span><span style="font-size: 15px; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 15px;">. Enter the name or the tooltip text for the button.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Icon.</span><span style="font-size: 15px;"> Select an icon that will be shown next to the button name.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Action type</span><span style="font-size: 15px;">.</span><span style="font-size: 15px; font-weight: bold;"> </span><span style="font-size: 15px;">Define the action to occur when a user clicks on the button. You can configure the button to start a process, create an app item or follow a web link.</span><ul style="list-style-type:circle">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Start process</span><span style="font-size: 15px;">.</span><span style="font-size: 15px; font-weight: bold;"> </span><span style="font-size: 15px;">In the appeared </span><span style="font-size: 15px; font-weight: bold;">Business Process</span><span style="font-size: 15px;"> field select a process to start. Enable the </span><span style="font-size: 15px; font-weight: bold;">Show popover next to the button</span><span style="font-size: 15px;"> option, to open the initial process settings window when a user clicks on the button.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Create app item</span><span style="font-size: 15px;">.</span><span style="font-size: 15px; font-weight: bold;"> </span><span style="font-size: 15px;">In the appeared </span><span style="font-size: 15px; font-weight: bold;">App</span><span style="font-size: 15px;"> field select an app where a new item will be created.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px; font-weight: bold;">Link</span><span style="font-size: 15px;">. In the appeared </span><span style="font-size: 15px; font-weight: bold;">Link</span><span style="font-size: 15px;"> field enter the URL of a web page to open when clicking the button. </span></li></ul></li></ul>
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<h4 class="p_Heading4"><span class="f_Heading4">System tab</span></h4>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">System settings are used to configure a button’s visibility and access to its data, define what happens, when the user moves or hovers the pointer over a button area, etc. To learn more see <a href="common_widget_settings.html" class="topiclink">System widget settings</a>. </span></p>
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<h3 class="p_Heading3"><span class="f_Heading3">Create button</span></h3>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">To configure this button, enter only the <a href="common_widget_settings.html" class="topiclink">system settings</a>. To learn more see <a href="create_button_widget.html" class="topiclink">Create button</a>.</span></p>
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<ol style="list-style-type:upper-roman" start="6">
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<li value="6" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-size: 15px;">To finish the settings, click </span><span style="font-size: 15px; font-weight: bold;">Save</span><span style="font-size: 15px;">.</span></li></ol>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">The button will appear on the top panel of the page.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="quick-actions-3" width="842" height="562" style="margin:0;width:842px;height:562px;border:none" src="quick-actions-3.png"/></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Delete a button</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 15px;">To delete a button:</span></p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Click the gear icon </span><img alt="шестеренка" title="шестеренка" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="hmfile_hash_bcc234a8.png"/><span class="f_ImageCaption"> </span><span style="font-size: 15px;">in the top panel of the page.</span></li><li value="2" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Click the gear icon </span><img alt="шестеренка" title="шестеренка" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="hmfile_hash_bcc234a8.png"/><span style="font-size: 15px;"> next to the name of the button you want to delete.</span></li><li value="3" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">In the opened window click the recycle bin icon. </span></li><li value="4" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-size: 15px;">Confirm your action.</span></li></ol>
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class="bottom-nav__link">360009924451.html</span>
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<a id="next-link" class="topic__navi_next" href="360009925031.html">
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