> ## 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.

# Button

> Add a clickable button to each record and use it to trigger an automation.

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.

## 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

<Steps>
  <Step title="Add a button field">
    Create a field in the table and choose the **Button** type.
  </Step>

  <Step title="Set the button appearance">
    Customize the button text and color, such as "Send email", "Submit for approval", or "Generate report".
  </Step>

  <Step title="Set click rules">
    Enable **Limit number of clicks** or **Confirm before click** when needed.
  </Step>

  <Step title="Configure the automation">
    Click **Custom automation** and set the actions that should run after the button is clicked.
  </Step>
</Steps>

## 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 "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.

## 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.