Edit form template - add a button

This article describes how to edit form templates in the Kynection web app.

Admin type users can edit form templates. Manager type users may also edit if the 'Only Administrators can edit Templates' setting in Forms module User Rights Options is disabled.

To edit a form template on the Kynection web app:

1. Navigate to the Forms module
2. Click Templates in the left menu
   
   
   
3. Click on the Template you wish to edit
   
   
   
   
4. Click Fields
   
   
5. Click Button
   
   
   
   
6. Choose type of button
   
   
   New Task: Creates a button with a script to create a new Task
   New Note: Creates a button with a script to create a new Note 
   New Event: Creates a button with a script to create a new Event 
   New Form: Creates a button with a script to create a new Form 
   New Sub-form: Creates a button with a script to create a new Sub-form linked to the form
   Custom Code: Add custom code to execute on Click of the button
   
   
7. Choose a label, position on the form, Action for the button, form states in which the field is editable. Choose if the button will be hidden or not.
   
   For Custom Code buttons, add the Javascript code which will execute on click of the button.
   
   For form and sub-form type buttons, add the form which will be created on click of the button. 
   
8. Click tick you ill see the button added to the template
   
   
   
9. The button will now appear on forms for the editable state that the button was configured for