Find a Button

The List page shows the Buttons of all your customers in one grid. It also shows the Template Buttons. A Template Button is a Button that Zimple keeps as a model. You can copy it to your customers.

Open the Buttons list

1. In the sidebar, click Buttons. The menu shows List and Logs.
2. Click List. The page Buttons across your customers. opens on the tab Your buttons.

The page has two tabs. The tab Your buttons shows the number of its Buttons. The tab Templates shows the number of its Buttons only after you open that tab.

• Your buttons: the Buttons of all your customers. Template Buttons are not on this tab.
• Templates: the Template Buttons. Each Partner sees the same Template Buttons.

Each card shows the name of the Button and its type. A Template Button also shows Template. On the tab Your buttons, Org shows the customer that has the Button. The card also shows the date of the last change (Updated), or the date when somebody made the Button (Created).

The type on the card has the name that the Partner Portal uses:

Partner Portal	Button type
Action	Workflow button
Link	Link button
Interface	Interface button

Filter the Buttons

The filters work on the open tab. You can use more than one filter at the same time.

1. In Search label or id, type a part of the Button name or of its id. The grid shows only the Buttons that match.
2. To show one type, click Action, Link or Interface. To show all types again, click All.
3. On the tab Your buttons, click All organizations. A list of your customers opens.
4. Click the name of a customer. The grid shows only the Buttons of that customer.
5. To show all customers again, click the X at the right of the customer filter.
6. In Sort by, select Last updated or Created. The grid shows the newest Button first.

The customer filter shows only the customers that have a Button. The filter is not available when only one customer has Buttons. The tab Templates has no customer filter.

If no Button matches, the page shows No buttons match the current filters. Click Clear filters to remove the search, the type filter and the customer filter.

Read the summary of a Button

The summary shows how the Button is set up. You cannot change the Button in the Partner Portal.

1. On the card, click the magnifier icon (View summary). The summary of the Button opens.
2. Read the sections. The sections that show depend on the type of the Button.
3. Click Close.

Button type	Sections in the summary
Workflow button	Identity & target, Behavior, Window / link behavior, Dynamic URL mapping, Headers, Custom fields, Messaging, Visibility, Products, Interface
Link button	Window / link behavior, Dynamic URL mapping, Visibility
Interface button	Headers, Visibility

The summary does not show secret values. Headers shows the names of the headers but not their values. A lock icon shows a confidential header. Auth token at the top shows that the Button has an authorization token. The summary does not show the token.

From the summary, you can also click Copy to org to copy the Button. See Copy a Button to a customer.

Copy the id of a Button

1. On the card, click the copy icon at the left of the magnifier icon. The Partner Portal shows Button id copied and the id. The id is on the clipboard.

The summary also has Copy id. It does the same.