Buttons/Links
Configure custom action buttons and navigation links within the platform
The Buttons/Links module in InvestGlass allows administrators to create custom action buttons and navigation links that appear within records, views, and pages. This module enables you to extend platform functionality and streamline user workflows.
What Are Buttons/Links?
Buttons and Links are custom interactive elements that can be placed on record pages, list views, or dashboards. They can trigger actions such as opening external URLs, executing automations, navigating to specific pages, or launching forms and processes.
How to Access Buttons/Links
- Log in to your InvestGlass instance.
2. Navigate to the left-hand sidebar menu.
3. Click on Buttons/Links under the settings or configuration area.
4. Alternatively, access through My Account > Company > Buttons/Links.
Key Features
| Feature | Description |
|---|---|
| Custom Actions | Create buttons that trigger specific platform actions |
| External Links | Add links to external websites or applications |
| Conditional Display | Show or hide buttons based on record conditions |
| Icon Customisation | Assign custom icons to buttons for visual clarity |
| Placement Control | Choose where buttons appear (record page, list view, toolbar) |
| Permission-based | Restrict button visibility based on user roles |
Creating a Button or Link
- Navigate to Buttons/Links from the settings.
2. Click + New Button or + New Link.
3. Name the button and select its type (action, URL, or navigation).
4. Configure the target action or destination URL.
5. Set display conditions and permissions.
6. Choose placement location.
7. Save and test the button.
Use Cases
Buttons/Links are commonly used for quick-action shortcuts, launching external tools, triggering document generation, initiating approval processes, opening client portals, and navigating to related records.
Best Practices
Keep button labels short and descriptive. Use icons to improve visual recognition. Limit the number of buttons per page to avoid clutter. Test buttons across different user roles to ensure proper access control.
Related Modules
Buttons/Links integrate with Automation, Forms, Portal/Views, Custom Fields, and Settings. They provide the interactive layer that connects user actions to platform processes.
Updated about 2 hours ago