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No button displayed when opening a record?

The configured button does not show up when you open the record? There are 3 possible scenarios.

  • The button is not displayed on the record details page.

  • The button is displayed when a record is checked in the list, but not when multiple records are checked.

  • The button is not displayed when a record is checked in the list, but is displayed on a record detail page.

1. No button displayed on the record details page​

1) The button is not available for the record in a view​

The button will be displayed only in the specified view. If the button already exists, you can add an existing button to the view.

Or you can set the available range of buttons in the administration page of the custom action.

2) No button displayed when opening associated records​

For example, a [Finish] button is set in the [Unfinished] view of the Task worksheet. The task is associated with a project, and when the unfinished task is opened in the project, the finish button is not displayed.

Configuration: Select the corresponding view in the relationship field of the associated Task worksheet in the Project worksheet.

3) The button is hidden when the display condition is not met​

The button cannot be clicked when the conditions are not met. Users can set [Hide buttons that are not available], so you can check if it is set to be hidden.

2. The button not displayed when checking a record, but displayed when checking multiple records​

As shown above, the [Take Effect] button is displayed when multiple records are checked, but the button is not displayed when only the first record is checked.

This is because the button is configured with clickable filtering conditions. If a record is checked, the system will determine whether it meets the conditions, and if it does not meet the conditions, the button is hidden. But if multiple records are checked, the conditions are no longer checked and the button is always displayed.

When you check multiple records and click the button, if the conditions of the button are not met, the custom action will not be executed either.

3. The button not displayed when checking records, but displayed on the record details page​

This is because what you need when you click the button is not the record in the current worksheet, but the field content of the associated record.

Because each record is not necessarily associated with the same record from another worksheet and cannot be filled in the same window, it needs to be operated separately on the record details page.

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