Custom Buttons

Home > Collaboration > Custom Buttons

Introduction Custom Buttons can be added to entity views such as documents, requests, organizations and assets in Hornbill, they allow users to launch URL's or executes actions on 3rd party solutions via the Hornbill iBridge. Custom Buttons can be personalised with descriptions, icons, tooltips, and optionally be set to only display on views if configurable conditions are met.

Related Articles iBridge Requests Assets Organizations Documents

Configuring Custom Buttons

You will need the appropriate right in order to be able to configure and manage custom buttons.

Creating a Custom Button

Click on the Cog Icon to add a new custom button

• Label - Provide a label for the new custom button
• Icon - Optional choose an icon to represent and sit alongside the custom button label on the entity form
• Colour - Choose a background colour for the custom button
• Tooltip - Optionally provide a more detailed explanation for the purpose of the custom button. This will be displayed when a user hovers over the custom button

Conditions

By default the custom button will appear on all forms used by the entity - i.e all Request type forms, all asset type forms. However if you use the Conditions option you can configure the conditions which must be met in order for the custom button to be visible to users when viewing the relevant entity form.

• The available conditions will be relevant to the entity against which you are adding the custom button

Open URL or iBridge Method

By default you can add a URL which you wish to launch from the custom button, and include variables from the entity in the URL.

Clicking on the iBridge text, will switch the custom button from the standard Open URL and will allow for the invoking of an iBridge Method when the custom Button is selected by a user.

• You will need the MANAGEKEYSAFE in group C in order to configure iBridge methods
• You will need an iBridge subscription to utilise Premium iBridge methods

Click Method to display the list of available iBridge Methods

• Choose the cloud service you wish to call
• Drill down into the method you wish to use

• If required select from the drop down, the KeySafe credentials which will be used when the custom button is used and the iBridge Method is invoked. If none have been configured you can follow the link to set these up before proceeding further.
• Complete the Context input values for the chosen method

• Optionally inject variables from the entity into the input values for the chosen method

Response

• Tick if you wish the user to be presented with a pop-up and response from the service you have integrated with once the custom button is clicked
• Tick if you would like a post to be written to the entity timeline when the custom button is clicked

• Configure the text which will be displayed in the message and optionally include any output values from the integration with the 3rd party service and chosen method.

Manage Custom Buttons

• Click on the edit option next to a custom button in order to edit it's attributes
• Click on the Trash Can icon next to a custom button in order to delete it

Using Custom Buttons

Once a custom button has been configured, users will be able to use the custom button from the entity view it has been configured against. Visibility of the custom button will also depend on any conditions which may have been set when configuring the button.