What is the Case Button component?

The Case Button is a Case component that can be added to a Case Template. Cases that are created from this Case Template provide reviewers with an an interactive element. When users click it, it can trigger a Case Action. You can also customize the component’s appearance, function, and define logic that governs when it appears.

A Case Button is often used to trigger Case Actions such as editing multiple fields on the Case or creating additional Reports.

How do you add a Button component?

1. Navigate to the Dashboard, and click on Cases > Templates.

2. Find and click on the Case template you want to edit, or Create a new template.

3. Navigate to the Tab you want to add a Case component to. Click an empty space to view the Component Library.

4. In the right toolbar, search for ‘Button.’

   

5. Drag and drop the Button component into your Case Layout and reposition it by dragging it around.

   

6. Click on the Button. On the right toolbar, you can customize the Button component:

   1. Under Settings > Name, you can change the text displayed on the Button.

   2. Under Settings > Action, you can change the action the Button completes when clicked.

      

   3. Under Styling, you can set the Button color

      1. Default: The most common button style (Gray)
      2. Primary: To highlight important actions. (Blue)
      3. Critical: For actions that will delete data or be difficult to recover from. (Red)

   4. Under Module Layout, you can change:

      1. Dynamic height toggle: Module will grow or shrink to fit its contents.
      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.

7. Click the “Delete” button if you want to remove the component from the Case Layout.

Plans Explained

Case Button component by plan

Learn more about pricing and plans.