Using Onit's Button Groups feature is an excellent way to organize the customizable buttons on an application, helping to save space on the screen and speed up loading times.
In this article, we'll take you step-by-step through how to set up a button group for your desired application.
Using Button Groups
For this example, we'll use the Obligation Library application. Here's what the buttons on an Obligation record look like BEFORE the creation of any button group.
By creating a button group, we can move those two button options (View History and Add Clauses) into one drop-down Button Group menu. Here's how to do that:
1. Click the pen symbol next to the application that needs the button group. That will open up the Application Wizard. From there, click on the Buttons option in the App Builder section.
2. Click on the blue plus sign next to Buttons to bring up the options menu and click on Button Group.
3. The Button Group creation screen will appear.
4. Give the Button Group a name (required) and a description (if needed).
5. Fill in the Display Name. This is what the button group will display as on the record screen.
6. Select the button(s) that you'd like to add to this Button Group by clicking on the drop-down menu next to Buttons. Available buttons to add to the group will appear.
In this case, we'll add the two available buttons (View History and Add Clauses) to the button group.
NOTE: If a button is selected as a "secondary" button, it will not be available under the available buttons for a Button Group.
By clicking on the blue edit pen next to the selected buttons, you're also able to further customize the button functions in the button group.
Here's an example of what the customized edit options for a button look like (this is for the View History option):
Additionally, you can create and add NEW buttons to this button group by clicking on the plus sign next to the Buttons option.
When you create a new button, a menu will pop up with further customization options. Here's the option for an new Reset button, for example.
Once you create a button, it will show up next to the other selected buttons for the Group.
7. Select the condition(s) that you'd like to add to this Button Group by clicking on the drop-down menu next to Conditions. Available conditions to add to the group will appear.
By clicking on the blue edit pen next to the selected condition, you're also able to further customize that condition. Here's an example of what the Edit Condition screen looks for the Obligation Type or Description or Recurrence Updated condition.
Just like with the buttons, you're also able to create new conditions by clicking the plus button next to Conditions. On the Add Conditions screen, you'll need to fill in a Name (required), Description (if necessary), and the Condition (required).
NOTE: Clicking on Editor will bring up the Liquid Editor screen.
The newly-created condition will appear in the condition drop-down menu.
8. Add a comment about your changes and click on Save to create the new Button Group.
NOTE: For this example, we've removed the added button and condition.
9. You'll see the new Button Group appear under the Buttons menu.
If at any point you want to make modifications to the button group, click on the group, make any changes and click Save. If you want to delete the button group, click on the group and click Delete.
10. You'll see the new button group appear when you click into the record.
Button Group Notes
You can change the order of buttons within a group just by dragging-and-dropping the order of the buttons UNDER the established button group.
When we move Add Clauses over View History, that change is reflected in the order on the record.
You can also arrange Button Groups in a specific order (just as you would different buttons) through the Buttons menu. Just drag-and-drop the button group (by clicking on the six dots next to the group) to arrange them in the order you'd prefer.
For this example, we'll move a new button group (Obligation Options 2) to appear before the original button group (Obligation Options 1).
The change is reflected in the record display.