ICYMI: 'Saving Time with SugarCRM Action Buttons: Do more with fewer clicks!' is now available On-demand

23 Aug 2023

Less than one minute read time

Hear from Sugar's Andrea Ayers (Sr. Product Trainer and Instructional Designer) on how to save time using Action Buttons.

Action Buttons are custom buttons that can be added to records to enable users to perform quick actions directly from records such as sending an email, creating or editing a related record, and opening an external web page. Action Buttons are implemented as a field type in Studio and are easily extended using Sugar Logic and SugarBPM.

If you weren't able to attend the live webinar, you can catch the recording below:

Here are the additonal resources mentioned during the webinar:

Vincent Amari 9 months ago

hi Andrea ayers

Thanks for this video.

A customer has an old wRecords button that uses Run URL and tried to replicate it using Action button and Open Url option (I think they are the same function?), but it doesn't seem to work.

I checked the following documentation but the screenshots are missing the actual button configuration:

https://support.sugarcrm.com/documentation/sugar_versions/13.0/sell/administration_guide/developer_tools/studio/action_buttons/#Opening_a_Dynamic_URL

The button needs to be in Cases module that opens an external URL and append some field ID's and values.

Any pointers appreciated.
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