Action Button
An action button lets users trigger a process from the interface.
Action buttons are useful for sending emails, generating documents, updating statuses, exporting data, syncing with another system, or starting a custom workflow. They are action components, so they do something rather than storing a field value.
When to Use It
Use an action button when a user needs to intentionally start a defined process.
Action buttons are best for meaningful actions that should be visible at the point of work. For simple navigation, use a Link Button. For opening a stored PDF, use a PDF Button.
What Can Be Configured
Label and Icon
The button label and icon should make the action clear before the user clicks. Use wording such as "Send confirmation" or "Generate invoice" rather than vague labels like "Submit".
Confirmation
Important or irreversible actions can show a confirmation message before they run. This is useful for emails, status changes, exports, or actions that affect external systems.
Behaviour
The button can send the relevant record information to the process and can close an enclosing modal when the action completes successfully.
Layout and Visibility
Buttons can include extra spacing when they sit below form fields, and they can be shown only in the workflow states where the action is allowed.