Add Button Action

The Add Button action is used to add a button to a record form. You can use the Add Button action to do any of the following:

Transition a record to the next state in a workflow. For more information, see Using Buttons to Execute Transitions.
Go to another page or record. For more information, see Using Buttons for Navigation.
Initiate mass processing for a specific base record type. For more information, see Mass Processing Records in a Workflow.

In the following example, the Add Button action is used to add Approve and Reject buttons to the purchase order record form. These buttons can be used to trigger a transition to the next workflow state. For more information about transitions, see Using Buttons to Execute Transitions.

A purchase order with approve and reject buttons added with the Add Button action.

Note:

Workflow definitions require a trigger configuration that initiates the workflow, executes an action within a workflow or transitions the workflow from one state to another.

For more information about which workflow triggers the Add Button action supports, see Workflow Triggers Quick Reference.
To understand when different workflow triggers execute and which trigger you should use, see Workflow Triggers and the SuiteFlow Trigger Execution Model.

Add Button Action Parameters

The following table describes the Add Button action parameters:

Parameter	Description
Label	Text that represents the button on the record form. If the Multi-Language feature is enabled on your account, you can add label translations. For more information, see Configuring Multiple Languages
Save Record First	Clear by default. When you check this option, if a user edits a record of the type associated to the workflow, the button label, with format Save & <button label>, is added as an option to the Save button on the record form. For example, if you add a button with the label Accept, the Save button will have an option to Save & Accept.
Check Condition Before Execution	When you check this option, the workflow evaluates the conditions before executing the Add Button action. If the action has a saved search condition, the workflow will also evaluate if the record exists in the saved search results before executing the Add Button action. If you use this property in combination with the Save Record First box, when the user edits a record, the workflow evaluates the conditions using the updated and saved field values. If, with the updated field values, the conditions are evaluated as false by the workflow or if the workflow cannot evaluate the conditions, the workflow does not execute the action. This property has no effect on an Add Button action that does not have a condition or saved search defined.

Parameter

Description

Label

Text that represents the button on the record form.

If the Multi-Language feature is enabled on your account, you can add label translations. For more information, see Configuring Multiple Languages

Save Record First

Clear by default.

When you check this option, if a user edits a record of the type associated to the workflow, the button label, with format Save & <button label>, is added as an option to the Save button on the record form. For example, if you add a button with the label Accept, the Save button will have an option to Save & Accept.

Check Condition Before Execution

When you check this option, the workflow evaluates the conditions before executing the Add Button action. If the action has a saved search condition, the workflow will also evaluate if the record exists in the saved search results before executing the Add Button action.

If you use this property in combination with the Save Record First box, when the user edits a record, the workflow evaluates the conditions using the updated and saved field values. If, with the updated field values, the conditions are evaluated as false by the workflow or if the workflow cannot evaluate the conditions, the workflow does not execute the action.

This property has no effect on an Add Button action that does not have a condition or saved search defined.

Note:

For more information about adding actions to a workflow, including common action properties and conditions, see Action Conditions and Creating an Action.

Add Button Action Guidelines

Following are behaviors to consider when using Add Button actions:

If you want the buttons to appear every time a user accesses the record, use the Before Record Load action trigger, and not on the Entry trigger.
If a button should appear in multiple states, add the Add Button action to each state.
If you use the Add Button action to add buttons to a newly created record (triggered On Create), the buttons display but are disabled on the new record form.
If you create a workflow that includes an Add Button action, when a user interacts with the button and the record is saved, the System Notes will list the role of the user as Administrator, regardless of the role the user is logged in as.
SuiteFlow prevents workflow instances and actions from processing simultaneously in the following scenarios:
- A user double-clicks a workflow button.
- A user clicks workflow button A, then clicks workflow button B before the record page automatically refreshes.
- When a user double-clicks a workflow button, or clicks a sequence of workflow buttons. In this case, SuiteFlow alerts the user and asks if they would like to start processing the action when the previous action is still in progress.

Note:

A workflow button is a button added by an Add Button action.

Add Button Action Parameters

Add Button Action Guidelines

Related Topics