Letting users add new records to your data.
This Action Button is available under Topbar Buttons and lets users add new records/rows to your data source.
So, let’s see how you can set this action up and what features are available. We’re going to use a List block connected to an Airtable data source, which shows a list of tasks for a hypothetical product development team and has three fields: Name (the name of the task), Assignee (who it is assigned to), and Status (the current progress status of the task). We want to enable an “Add new task” button to allow development team members add new tasks to the list.
First, we are going to configure the button label.
Then, we are going to customize other texts for the button. As you can see in the following gif, it’s also possible to preview the Add record pop-up, through which users are going to add new record details.
Next, we need to specify the field from our data source that are going to be available when adding a new record. To do that, we need to hit the Add field at the top of the button settings and add the necessary fields. To add a new task, we need to specify its Name, Assignee, and Status. Therefore, we are going to add a Text field and map it to the Name field on Airtable as well as add two dropdown fields and map them to Assignee and Status, as these two are single-select fields in our Airtable data source.
Now, we need to define who can see and use the button (see button visibility). The users of our task list are the same people who are working on those tasks, so we are going to connect the same Airtable base with tasks and assignees to Softr as a user database.
We are also going to create a user group that includes project managers only.
Next, we are going to set up button visibility so that only the Project Managers user group is able to access the button.
Now, let’s test the setup and see how it works from the user’s perspective.
Testing adding new tasks
To test our setup, we are going to log into our application with one of the project manager users and add a new task to the list. The following gif illustrates that.
Last updated on March 20, 2023