{"id":2938,"date":"2022-10-31T09:07:09","date_gmt":"2022-10-31T08:07:09","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=2938"},"modified":"2025-08-22T16:09:14","modified_gmt":"2025-08-22T14:09:14","slug":"custom-buttons","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/custom-buttons\/","title":{"rendered":"Customized buttons"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n<p>[<em>Reading time: 3 minutes<\/em>]<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Overview<\/h2>\n\n\n\n<p><strong>Customized buttons<\/strong> allow you to add specific actions directly into the <strong>Banner<\/strong>.<br>They can be used to execute a workflow, call a web service, or open a URL (internal or external).<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1308\" height=\"903\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g.png\" alt=\"\" class=\"wp-image-5285\" style=\"width:250px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g.png 1308w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-300x207.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-1024x707.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-768x530.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-50x35.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-60x41.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/undraw_ship-it_vn4g-100x69.png 100w\" sizes=\"auto, (max-width: 1308px) 100vw, 1308px\" \/><\/figure>\n\n\n\n<p>Customized buttons are created in the <strong>Maker<\/strong> and can then be added to <strong>Profiles<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Accessing the module<\/h2>\n\n\n\n<p>In the <strong>Maker<\/strong>, open the <strong>Customized Buttons<\/strong> module.<br>You will land directly on the list of existing buttons.<br>Each line represents a button and displays several columns:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Preview<\/strong>: how the button will look<\/li>\n\n\n\n<li><strong>Locations<\/strong>: where the button is available<\/li>\n\n\n\n<li><strong>Type<\/strong>: URL, Workflow, or Web service<\/li>\n\n\n\n<li><strong>URL \/ Web service \/ Workflow<\/strong>: the target linked to the button<\/li>\n\n\n\n<li><strong>Actions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>\u27a1\ufe0f <em>Open<\/em><\/li>\n\n\n\n<li>\u2699\ufe0f <em>Duplicate, history, see dependencies, tags<\/em><\/li>\n\n\n\n<li>\u270f\ufe0f <em>Edit<\/em><\/li>\n\n\n\n<li>\ud83d\uddd1\ufe0f <em>Delete<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">2. Required permissions<\/h2>\n\n\n\n<p>Permissions for customized buttons are configured in the <strong>Role<\/strong> (in the Maker).<br>Three permissions are available:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create<\/strong><\/li>\n\n\n\n<li><strong>Modify<\/strong><\/li>\n\n\n\n<li><strong>Delete<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"417\" height=\"148\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43.png\" alt=\"\" class=\"wp-image-5286\" style=\"width:300px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43.png 417w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43-300x106.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43-50x18.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43-60x21.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/08\/Capture-decran-2025-08-19-a-10.11.43-100x35.png 100w\" sizes=\"auto, (max-width: 417px) 100vw, 417px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Creating a customized button<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the <strong>Customized Buttons<\/strong> module, click <strong>Create<\/strong>.<\/li>\n\n\n\n<li>Select the <strong>locations<\/strong> where the button will be displayed:<ul><li><strong>Top bar<\/strong><\/li><li><strong>Interaction<\/strong> (with automatic trigger options)<\/li><li><strong>CRM card<\/strong><\/li><li><strong>Case (Dossier)<\/strong><\/li><\/ul>A single button can be assigned to multiple locations.<\/li>\n\n\n\n<li>Choose the <strong>action type<\/strong>:\n<ul class=\"wp-block-list\">\n<li><strong>URL<\/strong>: enter an address. You can insert <strong>variables<\/strong> using the purple magic wand (see <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/magic-fields-and-variables\/\">Magic fields and variables<\/a>).<\/li>\n\n\n\n<li><strong>Workflow<\/strong>: select an existing workflow (must be created beforehand).<\/li>\n\n\n\n<li><strong>Web service<\/strong>: select an existing web service (must be created beforehand).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">4. Settings<\/h2>\n\n\n\n<p>Open the button and customize it in the <strong>Settings<\/strong> tab:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Icon<\/strong>: choose from the icon palette provided by INO cx.<\/li>\n\n\n\n<li><strong>Color<\/strong>: choose from the fixed color palette.<\/li>\n\n\n\n<li><strong>Title<\/strong>: mandatory field. <\/li>\n\n\n\n<li><strong>Automatic trigger<\/strong> (only for interactions): No automatic trigger \/ When the <strong>interaction is presented<\/strong> \/ When the <strong>interaction is accepted<\/strong>. When automatic trigger is enabled, the button runs immediately in the background.<br>&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">5. Display conditions<\/h2>\n\n\n\n<p>The second tab allows you to define <strong>display conditions<\/strong>.<br>These conditions are only available for <strong>interactions<\/strong> and <strong>cases<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If no condition is set, the button is displayed by default.<\/li>\n\n\n\n<li>You can choose to display the button:\n<ul class=\"wp-block-list\">\n<li>when <strong>at least one condition<\/strong> is met<\/li>\n\n\n\n<li>when <strong>all conditions<\/strong> are met<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Available operators include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>=<\/code>, <code>!=<\/code>, <code>&gt;<\/code>, <code>&gt;=<\/code>, <code>&lt;<\/code>, <code>&lt;=<\/code><\/li>\n\n\n\n<li><code>exists<\/code>, <code>not_exists<\/code>, <code>isNull<\/code><\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 Multiple conditions can be combined (up to 10).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Adding a button to a Profile<\/h2>\n\n\n\n<p>Once created, the button must be assigned to a <strong>Profile<\/strong> to be visible to users.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the <strong>Maker<\/strong>, open the <strong>Profiles<\/strong> module.<\/li>\n\n\n\n<li>In the <strong>Profile configuration<\/strong> tab, go to the <strong>Customized Buttons<\/strong> sub-tab.<\/li>\n\n\n\n<li>Add the button(s) you want.<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udc49 You can assign multiple buttons to the same profile (up to 10).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Specific case: <em>External CRM<\/em> option in queues<\/h2>\n\n\n\n<p>In <strong>Queues<\/strong> module, an option allows you to <strong>activate the external CRM<\/strong>.<br>When enabled, an external CRM URL can be opened through a button in the interaction.<\/p>\n\n\n\n<p>\u26a0\ufe0f Important:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This option <strong>overrides all &#8220;interaction&#8221; buttons<\/strong> associated with the profile.<\/li>\n\n\n\n<li>Of course, the queue must be added to the user\u2019s <strong>active profile<\/strong> for the option to work.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Created in the Maker and used in the Banner, the custom buttons have several uses: call a Web Service, open a web page, lift an external CRM sheet, etc.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[146,105],"ht-kb-tag":[147,131],"class_list":["post-2938","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-administrator","ht_kb_category-using-ino","ht_kb_tag-admin","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=2938"}],"version-history":[{"count":10,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2938\/revisions"}],"predecessor-version":[{"id":5308,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2938\/revisions\/5308"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=2938"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2938"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}