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Premium column type

Button

A Button column puts an action on the record itself; trigger a workflow, open a link, start a process. Use it where the operator makes the decision, so acting does not require leaving the record.

Illustrative example

An action inside the record: trigger a workflow or open a link from where the decision happens.

  1. 01

    Table

    Shifts

  2. 02

    Field

    Notify eligible workers

  3. 03

    Purpose

    Starts outreach from an open shift record.

A suggested way to organize your information. This diagram is not a product screen.

When to use this type

  • 1One click actions from the record detail view: approve, escalate, resend.
  • 2Kicking off a workflow that needs a human to decide when.
  • 3Linking to an external system tied to the record.

Column ideas for your team

Shifts

Notify eligible workers

Starts outreach from an open shift record.

Custom

Approve

One click approval on a reimbursement.

Good to know

  • 1Keep the action label a verb: Approve, Notify, Escalate.
  • 2Buttons complement automation; use them where a human should stay in the loop.