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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.

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Use Cases

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Create and Configure

1

Add a button field

Create a field in the table and choose the Button type.
2

Set the button appearance

Customize the button text and color, such as “Send email”, “Submit for approval”, or “Generate report”.
3

Set click rules

Enable Limit number of clicks or Confirm before click when needed.
4

Configure the automation

Click Custom automation and set the actions that should run after the button is clicked.

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Settings

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Common Uses

  • Status workflow: Click “Complete task” to update the current record status to “Completed”.
  • Lead conversion: Click “Convert to opportunity” to create a record in the opportunities table and update the lead status.
  • Send reminders: Click “Send reminder” 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.

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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.
Last modified on May 26, 2026