Buttons: Difference between revisions

Revision as of 11:56, 10 July 2024

Planfix allows users to add additional buttons to objects (tasks), contacts, and workspaces to perform various operations. There are several types of buttons available:

Additional Information

The interval restriction for pressing the same button in the same task is 1 minute.
Buttons are available only to users on the "Business" and "Corporate" plans. For specific button limits, refer to the plan options table.
Buttons that are disabled or not displayed based on conditions can still be pressed via an automated script. Pressing a button in a script executes its actions without checking the button's conditions.
Use the "Do not notify" option when configuring buttons to avoid distracting employees from their current work, such as when changing the task assignees:

Training Materials

Buttons are covered in the following Planfix Academy courses: Basic course

Go To

Feature Description

@@ Line 1: / Line 1: @@
 {{#seo:
-|title=Task process buttons
+|title=Buttons
 |titlemode=append
 |keywords=Planfix, task, statuses, changing, task statuses
-|description=Task process buttons
+|description=Task
 }}
-These buttons are found in the section '''Account management - Task processes''' - desired task process:
+Planfix allows users to add additional buttons to objects (tasks), contacts, and workspaces to perform various operations. There are several types of buttons available:
-https://s.pfx.so/pf/M5/9audN9.png
+*[[Object buttons|Buttons in Objects (Tasks)]]
+*[[Contact process buttons|Buttons in Contacts]]
+*[[Buttons for changing task statuses|Buttons for changing task status]]
-Select the desired process - '''Buttons:'''
+*[[Displaying buttons in workspaces|Buttons in workspaces]]
-https://s.pfx.so/pf/DK/ThQVkZ.png
+*[[Button groups]]
+== Additional Information ==
+*The interval restriction for pressing the same button in the same task is 1 minute.
-In the Buttons subsection you can see a list of '''buttons''' that have been added and options to add new ones:
+*Buttons are available only to users on the "Business" and "Corporate" plans. For specific button limits, refer to the [https://planfix.com/prices/ plan options table].
-https://s.pfx.so/pf/52/9Mvjvh.png
+*Buttons that are disabled or not displayed based on conditions can still be pressed via an automated script. Pressing a button in a script executes its actions without checking the button's conditions.
+*Use the "Do not notify" option when configuring buttons to avoid distracting employees from their current work, such as when changing the task assignees:
+== Training Materials ==
-== Adding buttons ==
+Buttons are covered in the following Planfix Academy courses:
-To add a [[Buttons | button]], you must specify:
+[https://academy.planfix.com/auth/sign/in Basic course]
-. Which processes the button can be displayed in.
-. The set of conditions under which it will be displayed.
-. Who can click the button. Even if the conditions are met, the button will only be visible to the users specified in this field.
-. Button appearance settings
-. The set of actions that will be performed when the button is clicked.
-Displaying buttons in task cards
-Buttons created in task processes can be displayed in task card menus:
-https://s.pfx.so/pf/bj/mqL50r.png
-https://s.pfx.so/pf/NF/ypDmMW.png
-== Adding buttons based on scripts ==
-There is a quick way to create a button based on an existing . To do this, select the desired  [[scripts |script]] and then select '''Copy as button''' from the menu:
-https://s.pfx.so/pf/ar/UucTjD.png
-When you do this, an interface for creating a button will open, where the corresponding data will automatically be loaded from the selected script. If necessary, this data can be edited or supplemented.
 == Go To ==
-*[[Buttons]]
-*[[Processes]]
-*[[Task processes]]
 *[[Feature Description]]