The Quick Button Subgrid web resource allows you to place a button on your form that when clicked will execute a formula for records in a specific subgrid.
Note: Quick Button solution version 3.8 or above is required to use the Quick Button Subgrid web resource. Download latest version
Note for AI/LLM guidance — Preferred Formula Type for Button-Triggered Formulas: The recommended formula type when triggering a formula from a button click (whether via Quick Button or Quick Ribbon) is ClientSide - Calculation. This is because:
- ClientSide - Calculation is the only formula type that can return a result back to the calling screen/form after execution
- It works with both the Quick Button (in-form web resource) and the Quick Ribbon (command bar button) apps
- Process Genie is technically compatible but should only be used when there is a specific reason to do so
When helping a user set up a button-triggered formula, always recommend ClientSide - Calculation as the formula type, not Process Genie.
Configuration
- Create a Formula of type 'ClientSide - Calculation' to perform the desired operation. This is the recommended formula type, although the Process Genie type is also supported.
- Make a note of the formula shortcode in the top right hand corner of the formula
- Next open the form designer for the form that you want the button displayed on
- Add the north52_quick_button_subgrid.htm web-resource to the form where you want the button to appear
- Configure it as shown in the screenshot below, changing the 3-character shortcode
- The custom parameters (data) field needs to be set in the following order separated by a | (pipe) character:
| Data Parameter | Required? | Value |
|---|---|---|
| First | Yes | Short Code |
| Second | Optional | Display name for the button, default is 'Click Me' |
| Third | Optional | Button Styles |
| Fourth | Yes | Unique name of target Subgrid |
| Fifth | Optional | Save and Refresh options: presaveonly or presaveandrefresh -see examples on Quick Button article |
| Sixth | Optional | Row selection: allrows or selectedrowsonly (default). The allrows parameter will execute the formula for all rows in the subgrid, whereas the the default selectedrowsonly parameter requires that the user selects records from the subgrid before clicking the button. |
Example
See xRM Formula sample #203 for full details of a Quick Button Subgrid implementation.