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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

View-based widgets carry a configurable button bar in place of the old fixed Add New Record button. Add up to 10 buttons per widget, each with any supported action; the first two show as icon and label and the rest sit in an overflow menu.

Plan Availability

All plan types

Permissions

General Access: Can use and configure dashboard widgets.

Platform

Web

Related Reading

View-Based Widget Settings
​Button Row Widget
​Dashboard Button Action: Create a Record

Where this is available

This feature works on these view-based widgets:

  • Grid View

  • Gantt View

  • Card View

  • Timeline View

  • Calendar View

  • Kanban 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. Pick the Solution, Table and Form (forms from any Solution), then choose how it opens: Popup (default), Slider, Fullscreen or New Tab.

Run a Script

Runs a configured script.

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

Open a Form from a widget button:

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

Last verified 22 Oct 2026 against the What's New posts of 30 Apr 2026 (Custom Buttons, Open a Form) and their feature videos

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