Dsplay buttons based on stage using If/then formula

[Paul_Miller]

Use case:

View order progress in Kanban view and display relevant button based on stage. For instance, if I received an order I would see a ‘send order email confirmation button’ and when the order moves to order shipped I’d see ‘send order shipped email button’.

Can I use a formula to display a button? Is there a way to filter columns in Kanban view? Any thoughts on an approach I can take or direction to go? Any tips, insights, or code would be appreciated.

[Mohamed_Swella1]

Hi @Paul_Miller,

I would think this is not possible since the button name cannot be changed using a formula (im not sure if you mean both in 1 button or separate fields?)

If you mean separate fields, then the best option is to have separate views then, so when you send the first email confirmation It would go out of view to the next view?

BR,
Mo

[Paul_Miller]

Thanks Mohamed,

I am indeed looking at having 2 button fields and just filtering the view within the columns. I think that a separate view options will be my work around.

[Justin_Barrett]

Unfortunately the fields visible in Kanban columns can’t be modified using a formula. You can control which button is active via its internal formula—i.e. only activate the {Send order email confirmation} button when certain criteria are met based on other fields, and something similar for the {Send order shipped email} button—but if you have both buttons showing in the Kanban configuration, they’ll both be visible all the time, active or not.

[Paul_Miller]

Thank you for this suggestion Justin. It’s unfortunate that buttons cannot be filtered but your idea of making buttons active based on criteria is helpful for preventing incorrect buttons to be clicked. Thanks again for taking the time to add this suggestion.