Buttons

Many of your workflows might include small, repetitive tasks like making a meeting agenda or changing the status of a task. With the click of a button, you can automate these tasks and save time.

To create a button:

1. Type / in a page, then find and select Button.

2. Give the button a name and emoji.

3. Add a step (or multiple) and select Done.

If someone has Full access or Can edit permissions in a page containing buttons, they'll be able to click those buttons and trigger the actions that have been set for them.

Insert any text above or below the button. Any content blocks (like checkboxes, bullets, toggle lists, etc.) that you can use on a page, you can include in this text box.

1. In your button settings, select Add action or Add another step.

2. Select Insert blocks.

3. Use the text box to create a template for what you’d like to appear when the button is clicked.

4. Click Done.

Add a page row to a selected database with any selected properties.

1. In your button settings, select Add action or Add another step.

2. Select Add pages to....

3. Choose the database you’d like to add a page to and whether you'd like to use a template.

4. Add a name.

5. Add any properties to edit.

6. Click Done.

Edit pages in a selected database. You can choose to edit all pages or certain pages based on a filter.

1. In your button settings, select Add action or Add another step.

2. Select Edit pages in....

3. Choose the database you’d like to edit.

4. Select Edit all pages in the database or create a filter to find the right pages.

5. Add any properties to edit.

6. Click Done.

Prompt a small confirmation screen anytime someone clicks the button. Include these anytime you want to ensure a page or database is not being changed accidentally.

1. In your button settings, select Add action or Add another step.

2. Add a step and select Show confirmation.

3. Edit the confirmation message and buttons if needed.

4. Click Done.

This will open a selected page upon clicking the button. This could be a existing page or a page that was created within the button itself.

1. In your button settings, select Add action or Add another step.

2. Add a step and select Open page.

3. Select the page you’d like to open and in what view to open it.

4. Click Done.

1. Hover over your button and click ⋮⋮ in the left margin. Or click the ••• icon that appears to the right. You can also right click. All of these actions will bring up the same menu.

2. Click Delete to remove your button entirely. You'll have to remake it to bring it back.