What are Custom Buttons?

Bigin offers standard buttons that are common to all business types and each button invokes a specific pre-defined action. For example, the Schedule Event button, which is common to all business types, lets you schedule an event. However, the custom buttons allow you to insert a customized button into your Bigin UI that when clicked invokes a customized action. You can create a custom button and then assign a set of custom actions to achieve your custom requirements.

Types of custom buttons

There are two types of custom buttons depending on the number of actions and placement of the buttons on the UI.

  • Simple Button: This button allows you to invoke a single action. You can create this button by inserting a single custom button on the UI.
  • Drop-down Button: This button offers a list of actions and you can select an action as needed. You can create this button by inserting more than one custom button on the same place of the UI.

What actions you can assign to custom buttons

Each custom button should be associated with a specific action. While creating a custom button, you can assign the specific action to the custom button.

On the developer console, you can select, customize, and assign the following actions:

Writing Function

The Writing Function option lets you write a custom function from scratch and assign it to the custom button. By defining the custom function for the button, you can invoke a specific action to fulfill your requirement. When you select the Writing Function option, the Workflow Custom Button window appears with Deluge Script Editor, and allows you to write your custom function.

You must write the function in the Deluge programming language. To know more about the Deluge programming language, see Learn Deluge ↗.

The Workflow Custom Button window looks like this:

Invoke a URL

The Invoke a URL option lets you add a URL address to the custom button. This action helps you easily access strategic information from within your Bigin account with the click of a button. As per your custom requirement, you can specify a static or dynamic URL.

The static URL does not contain any URL parameters and allows you to connect to the static webpage that might be helpful to your team. For example, https://www.zoho.com/index.html.

The dynamic URL contains the URL parameters and allows you to display the specific content of a site stored in a database on demand. You can append the fields with the dynamic URL. For example, http://www.google.com/search?q=${Contacts.Company Name}.

When you select the Invoke a URL option, the Create Your Button page refreshes with the Construct Your URL section.

The Construct Your URL section contains the following:

  1. The URL field allows you to type a URL, and lets you merge parameters to it.
  2. The Fields drop-down provides the merge tags for the selected module.
  3. The URL Encoding drop-down lets you select a URL encode.

After constructing a URL for the custom button, you can also select the placement of the resultant content when you invoke the button action on Bigin UI.

Invoke a Widget

The Invoke a Widget lets you configure the custom button with a widget. This action displays a widget when you click the button on the Bigin UI. Before you assign a widget to the custom button, you must complete the initial setup of a widget. For more information, see About Widgets.

When you select the Invoke a Widget option, the Create Your Button page refreshes with options that let you embed a widget with your custom button.

The options are:

  1. The SandBox URL field allows you to type the location of the widget file.
  2. The Production URL field value is automatically constructed based on the widget file location entered in the SandBox URL field.
  3. The Dimension field lets you configure the size of the widget in pixels or percentage values.