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View-Based Widget Buttons

Learn how to add and manage action buttons on view-based dashboard widgets. You control which buttons appear, what they do, and how they’re displayed.

Written by Piercen Reid

Where this is available

This feature works on these view-based widgets:

  • Grid View

  • Gantt View

  • Card View

  • Timeline View

  • Calendar View

Not supported on: Chart Widget


What this feature does

  • Add up to 10 buttons per widget

  • Use the same setup as the Button Row Widget

  • Choose any supported button action

  • Remove all buttons if not needed


Button Capabilities

Buttons support the same actions as the Button Row Widget. Common actions include:

Action

Description

Open URL

Redirects the member to a specific URL.

Create a Record

Opens a Record Page so the member can create a new record.

Open a Form

Opens a selected form in SmartSuite.

Run a Script

Runs a configured script.

Note: Available actions may vary slightly depending on your plan and configuration.


How buttons display

  • First 2 buttons → shown as Icon + Label

  • Remaining buttons → grouped under … (overflow menu)

  • No buttons configured → nothing is shown


How to add buttons

  1. Open your dashboard

  2. Select a widget

  3. Open settings

  4. Go to Buttons

  5. Click Add Button (up to 10)

  6. Configure:

    • Label

    • Icon

    • Color

    • Action

    • (Optional) Default values

  7. Order buttons (top 2 are visible)

  8. Save


Key terms

  • Widget: A dashboard component that shows data or actions

  • View-based widget: A widget connected to a table view (Grid, Gantt, etc.)

  • Button action: What happens when a button is clicked

  • Overflow menu: The menu for extra buttons


Key takeaways

  • Up to 10 buttons per widget

  • First 2 are always visible

  • Fully customizable (no more hardcoded button)

  • Some existing widgets get a migrated Create Record button

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