Button fields let you add actions to SmartSuite views and records, giving users control over when those actions are triggered. The current Open URL action allows you to configure a URL that opens in a new tab when clicked. You can set up a static URL or create a dynamic one based on field values in the record.
This flexibility enables you to link to external sites that require specific IDs stored in records or even perform a web search using the record's title. Additional action types, like sending emails, performing record operations, or triggering automations, will be added soon.
Plan Availability | All plan types |
Permissions | Solution Creators - Can create, modify, delete, and manage buttons. |
Related Reading |
Adding a Button Field
From Grid View
Navigate to your Grid View.
Click the + Add Field button.
Select Button from the field options.
Configure the field properties as needed.
From Record View
Open a record.
Click the + Add Field option within the record.
Select Button from the available field types.
Set up the field properties as required.
Field Properties
The button field’s properties allow you to configure:
Display Format: Customize how the button looks.
Button Label: Define the text displayed on the button.
Button Color: Choose the button’s color.
Action Type: Select the action triggered when the button is clicked.
Open URL Action
The Open URL action opens a web page in a new tab when clicked. URLs can be static or dynamically generated with a formula. Choose the type by clicking on the Static URL or URL Formula option.
Static URL
Use this option for URLs that don’t change.
Clicking the button will open the specified URL in a new browser tab.
URL Formula
Customize URLs dynamically using the SmartSuite Formula Builder.
Combine field values, operators, functions, and text to generate the URL.
If the formula is invalid, an “Invalid Syntax” message will appear.
Learn more about formulas in the Formula Field Article.
Examples
Simple Dynamic Links
Use the URL stored in another field or create a custom link based on record data.
Conditional Logic for URLs
Create logic to generate URLs based on record type or status. For example:
If the task type is "Branding," the button links to the Branding Guidelines view.
If the task type is "Content," it links to the Content Guidelines view.
Buttons without a defined link remain unclickable.
Practical Scenarios and Use Cases
Departmental Collaboration
Scenario: The Marketing team needs quick access to campaign guidelines.
Solution: Add a button field to link directly to the relevant guidelines based on task type.
Workflow Efficiency
Scenario: A team frequently accesses third-party tools related to tasks.
Solution: Use URL Formulas to create dynamic links to those tools based on task information.
Data Integration
Scenario: A support team needs to view customer details stored in another system.
Solution: Add buttons that generate links to customer profiles using stored IDs.