The Button field adds a clickable button to each record. When someone clicks the button, Teable can trigger a configured automation, such as updating a record, creating a record, sending a message, or calling an external system.Documentation Index
Fetch the complete documentation index at: https://help.teable.ai/llms.txt
Use this file to discover all available pages before exploring further.
Use Cases
| Scenario | Suitable actions |
|---|---|
| Status workflow | Start work, complete a task, submit for approval, archive a record |
| Data workflow | Convert a lead to an opportunity, create a task from a request, write the current record to another table |
| Notifications | Send email, team messages, or reminder notifications |
| External integrations | Connect to external systems through an HTTP action in an automation |
Create and Configure
Set the button appearance
Customize the button text and color, such as āSend emailā, āSubmit for approvalā, or āGenerate reportā.
Settings
| Setting | Description |
|---|---|
| Button text and color | Controls how the button appears in the cell |
| Limit number of clicks | Sets the maximum click count for each record, with an optional reset setting |
| Confirm before click | Shows a confirmation dialog before running the button action |
| Custom automation | Configures the automation triggered by the button |
Common Uses
- Status workflow: Click āComplete taskā to update the current record status to āCompletedā.
- Lead conversion: Click āConvert to opportunityā to create a record in the opportunities table and update the lead status.
- Send reminders: Click āSend reminderā to send an email or team message.
- External system integration: Use an HTTP action in the automation to sync the current record to another system.
Notes
- Each successful button click that triggers an automation counts toward the workspace automation run quota.
- Permission to click a button is separate from permission to edit a record. If users can see the button, they may be able to click it and trigger the workflow, including read-only users or visitors with a shared link.
- A button does not perform actions by itself. It depends on the linked automation. If the automation is disabled or deleted, clicking the button has no effect.