Custom buttons

[shalmaxb]

Hi, I guess, there might be a solution using coding, but I do it in the following way:

I use an extension from eblasoft: https://www.eblasoft.com.tr/product-page/labels-cells

With that you can create a label with a link to the desired target. You can design the link like a button with bootstrap code, The result will be a pure button with a link to where you want.

It is also possible with the field text editor, but when using this, you will have the button (field) with a label.

The code for both would be very simple:

<a href="http://to your entity"><button class="btn btn-primary" type="button">Go</button></a>

The color of the button would follow the bootstrap buttons, like here: https://getbootstrap.com/docs/4.0/components/buttons/

[Mark]

Maybe I missed something, but I could not find a place where I could do so the link leads to view for creation of a related record in another entity, which is very important in this case. Because now we have to open the list of records in the related entity, press create new record and only then we can create the related record. We want to eliminate as many steps and make this operation a bit more clear

[shalmaxb]

Tested it this moment. You can go wherever a normal link would go to. Go to your entity of which you want to have the button open the create record form. Open create a record and copy the link from the browser address bar. That is the link to this detail view to create a new record.
This link you have to attach to your button. Now, when clicked, the button opens the create view.
If necessary to go right back to where you have been before, simply create another button in the detail view of that entity, that links back to the first entity.

[Mark]

But this does not provide an option to automatically relate the 2 records. What I need is similar to the convert button in the lead entity, where it gives some fields to fill when you press it and has some fields (Lead relation in other entities) prefilled automatically.

[shalmaxb]

Perhaps you could relate and prefll by formula?