Quick Reference: Adding Buttons to your ipushpull pages in Symphony

This page describes how to add buttons to your ipushpull pages. Buttons can do the following:

  • Show a dropdown list of options
  • Rotate through a set of options
  • Open a Symphony chat with a specified user
  • Trigger one or more Tasks

All these options can be configured for a page by selecting the Tools | Cell Actions menu option.

 

How do I create a Dropdown?

Dropdowns display a list of selectable options when the user clicks on a cell. To create a dropdown list like this:

dropdown.png

Follow these steps:

  1. Select the BUTTONS tab
  2. Enter a Name for your new dropdown
  3. Select the Range of cells you want to convert to dropdowns and click USE THESE CELLS
  4. Choose DROPDOWN from the choice bar
  5. Enter the set of Options you want to appear in the Dropdown
  6. Click the green ADD button
  7. Click the blue SAVE ACTIONS button

Your config will look something like this:
demo_dropdown.png

 

How do I create a Rotate button?

Rotate buttons loop through a set of options when the user clicks on the cell. To create a rotate button follow these steps:

  1. Select the BUTTONS tab
  2. Enter a Name for your new rotate
  3. Select the Range of cells you want to convert to rotates and click USE THESE CELLS
  4. Choose ROTATE from the choice bar
  5. Enter the set of Options you want to appear in the rotate
  6. Click the green ADD button
  7. Click the blue SAVE ACTIONS button

Your config will look something like this:
DEMO_ROTATE.png

 

How do I create a button that opens a chat?

Chat buttons pop open a Symphony chat with a specified user when you click on them. You can configure different chats to open depending on a value in the current row. By default, the button will open the default chat for the page.

To create a button that opens a chat like this:

demo_chat.png

Follow these steps:

  1. Select the BUTTONS tab
  2. Enter a Name for your new chat button
  3. Select the Range of cells you want to convert to Chat buttons and click USE THESE CELLS
  4. Choose CHAT from the choice bar
  5. Enter pairs of Cell Values (e.g. Dan) and Email Addresses (e.g. demo1@ipushpull.com). Now, when a user presses a button with the value 'Dan', a Symphony chat with the user 'demo1@ipushpull.com' will be opened. You can also enter Symphony Conversation IDs here.
  6. Click the green ADD button
  7. Click the blue SAVE ACTIONS button

Your config will look something like this:

chat_setup.png

 

How do I create a button that triggers a task?

All button types can trigger Task e.g. update a value in another cells, send a notification into chats, open the Share on Symphony dialog etc. To create a button that simply triggers an task without also being e.g. a dropdown, follow these steps:

  1. Select the BUTTONS tab
  2. Enter a Name for your new basic button
  3. Select the Range of cells you want to convert to basic buttons and click USE THESE CELLS
  4. Choose BUTTON from the choice bar
  5. Select Single Task Action to create a default task for this button
  6. Click the green ADD button
  7. Click the blue SAVE ACTIONS button

Your config will look something like this:

ACTION.png

Note that you configure the Tasks that your buttons should perform on the Task tab.

 

See this page for how to configure conditional formats for cells.

See this page for how to configure Tasks.

 

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