Button
A Button runs a connector when it is clicked, for example to look up data in an external system or to check what the client entered. It is available in HTML and PDF templates.
A Button can’t be used in conditions. For the settings that all fields share, such as the label, permissions, dependencies and style, see Field settings.
Settings
Section titled “Settings”| Setting | What it does |
|---|---|
| Button text | The text on the button, on the Values & Display tab. The default is “Verify”. |
On the Style tab, you can set the colors of the button and add an icon (Field Icon and Icon Position).
Set what the button does
Section titled “Set what the button does”Open the template’s Integrations tab and click Add Live Connector. In the connector, set Trigger request on to Button Click and select the button in Trigger Field. See Template integrations.
A Table can also trigger a connector when the client clicks a row.
Who can click the button
Section titled “Who can click the button”In an HTML template, both the client and the agent can click a new button. In a PDF template, only the agent can. You can change this in the button’s permissions. See Basic and Permissions.