Portal Support for Stat Buttons in App Builder

Portal Support

Nesli Han Diken

Portal Support for Stat Buttons in App Builder

Portal Support

22 February 2024 , New Features

Overview: Statistics buttons in App Builder now get portal support and ensure that default values are correctly populated when creating new records.

Benefits: Portal support guarantees consistency and reliability in default values. Users can confidently use the stats buttons knowing that the system accurately reflects the value of the existing record, resulting in a smoother and more predictable user experience.

How it works?

By using the "Add Button Box" button in App builder, stat buttons can also be added fo portal views.

CloudOffix - Portal Support for Stat Buttons in App BuilderUsers can add two types of stat buttons via app builder: Basic and Advanced.

CloudOffix - Portal Support for Stat Buttons in App Builder

In Basic Stat buttons, models containing fields related to the model can be selected. Thus, when the stat button is clicked on the portal and then "New" is selected from the dropdown list, it should be seen that the field related to the relevant model is automatically filled. For example, when I connect a model with a task field in the portal view of my Tasks to the stat button, when I go to create a new record from the stat button, I should see that the name of that task is selected by default.

CloudOffix - Portal Support for Stat Buttons in App Builder-3

In Advanced Stat buttons, since we can select other models independently of the model we are on, we should not expect the relevant field to be filled by default when a new record is created via the stat button.