Buttons
IN THIS PAGE
1. Custom buttons overview 🔗
Bigin offers standard buttons that are common to all business types and each button invokes a specific pre-defined action. For example, the Schedule Event button, which is common to all business types, lets you schedule an event. However, the custom buttons allow you to insert a customized button into your Bigin that when clicked invokes a customized action. You can create a custom button and then assign a set of custom actions to achieve your custom requirements.
There are two types of custom buttons depending on the number of actions and placement of the buttons on the UI.
- Simple Button: This button allows you to invoke a single action. You can create this button by inserting a single custom button on the UI.
- Drop-down Button: This button offers a list of actions, and you can select an action as needed. You can create this button by inserting more than one custom button on the same place of the UI.
2. Create a custom button 🔗
To create a custom button, access the Bigin Developer Console and navigate to Components > Links & Buttons.
Click Create New Button. The Create Your Button page appears.
Provide the following details and then click Save.
- In which module would you like to create a new button? - From the drop down, select a module on which you want to create a new button.
- What would you like to name the button? - Type the name of the button.
- (Optional) Description - Type the description of the button.
- Where would you like to place the button? - From the drop down, select the placement of the button on the Bigin UI. For more information, see the Placement of custom buttons in Bigin section below.
- What action would you like the button to perform? - From the drop down, select an action. For more information, see the What actions you can assign to custom buttons section below.
3. Manage custom buttons 🔗
After you create a custom button for a topping in a module, you may need to update or delete it later on. In such cases, you can edit and delete the custom buttons from the toppings.
To edit a custom button, access the Bigin Developer Console, navigate to Components > Links & Buttons, and select the module.
Hover over the custom button you want to modify and Click the Edit icon.
After updating the details, save the changes.
To remove a custom button, hover over the custom button you want to remove and click the Delete icon.
Confirm the deletion. This results in permanent loss of data.
4. Placement of custom buttons in Bigin 🔗
The Custom Button created using the Bigin Developer Console appears in a specific position within Bigin, which depends on the selected view during configuration. You can select a module and choose the exact location within that module to place the button.
You can place custom buttons in the Bigin at the following locations within a module:
- Create/Clone Page: The custom button appears while creating or cloning a record.
- Edit Page: The custom button appears while editing a record.
- View Page: The custom button appears on the record's detail page.
- List View - Mass Action Menu (List View Page): The custom button appears in the mass action menu when you select the records of a module in the list view.
- List View - Button for each record: The custom button appears on each record in the list view of a module.
- List View - Utility Menu: The custom button appears on the utility menu at the top of the list view of a module.
5. What actions you can assign to custom buttons 🔗
Each custom button should be associated with a specific action. When you create a custom button, you can define and assign the specific action to it.
In the Bigin Developer Console, you can choose any of the following actions, customize them, and assign them to a custom button:
Writing Function
The Writing Function option allows you to create a custom function that triggers a desired action and then assign it to a custom button. By defining a custom function, you can trigger a specific action to meet your requirements.
When you select the Writing Function option, the Workflow Custom Button window opens with the Deluge Script editor, which enables you to write and configure the custom function.
The Workflow Custom Button window looks like this:
💡 Tip: Click the right arrow on the scroll bar to view the necessary default system fields in Bigin.
Invoke a URL
The Invoke a URL option allows you to add a URL to a custom button, which enables quick access to strategic information within your Bigin account with a single click. You can specify either a static or dynamic URL based on your requirements.
- Static URL: A fixed web address without URL parameters that direct users to a predefined webpage useful to your team. For example, https://www.zylker.com/index.html
- Dynamic URL: A URL containing parameters that fetch specific content from a database on demand. You can append fields to the URL to customize the displayed information. For example, https://www.google.com/search?q=${Contacts.Company_Name}
💡 Tip: You can append fields to the URL by selecting from the Fields drop-down or including custom fields.
When you select the Invoke a URL option, the page refreshes to display the Construct Your URL section, where you can configure the URL.
The Construct Your URL section includes the following options:
- URL Field: Allows you to enter a URL and merge parameters into it.
- Fields Drop-down: Provides merge tags for the selected module, which enables dynamic content retrieval.
- URL Encoding Drop-down: Lets you select a URL encoding option.
After constructing a URL for the custom button, you can also define where the resultant content will appear when the button is invoked in the Bigin.
Invoke a Widget
The Invoke a Widget option allows you to configure a custom button to display a widget in Bigin when clicked. Before you assign a widget to the custom button, you must ensure the initial setup of a widget is complete. For more information, see Widgets.
When you select the Invoke a Widget option, the page refreshes with options to embed a widget into the custom button.
The options include:
- Sandbox URL: Allows you to enter the widget file location.
- Production URL: Auto-generated based on the widget file location provided in the Sandbox URL field.
- Dimension: Lets you configure the size of the widget in Pixel or Percentage values.