Is there a way to put an Add Button on a dashboard and have it direct to a particular form on the table?

Hi Ashley. Super easy. Instead of choosing New Record for the for the kind of button, choose URL instead. The URL you paste in should be the URL that appears in your browser search bar when you're adding a new record to the table. Copy and paste that and then add the following to the end: &dfid=. After the equal sign, type the form ID number you want the button to point to. If you're not sure what the form ID number is, go to table settings > forms, and you'll see a number next to the form. That's the number to use after the equal sign.


PHILLIP DENNIS, CMA
Principal | Watkyn LLC
(954) 900-6690 | www.watkyn.com
hello@watkyn.com
   

Awesome! You're right, super easy. Is there a way to hide the URL and create a more simpler description of the button for my users?

Yes there is. Once you put in the URL, hover over the button (still in customize mode). There will be a little white arrow pointing right. Click the arrow and you'll see some little icons to edit the link text, delete, or change the URL. Click the pencil icon to change the link text to anything you want.


PHILLIP DENNIS, CMA
Principal | Watkyn LLC
(954) 900-6690 | www.watkyn.com
hello@watkyn.com