Smart Buttons enhance the mobile experience by enabling quick, context-aware actions directly from a record—such as opening URLs, dialing phone numbers, sending emails, or launching map navigation.
In this article, I’ll walk through how to configure Phone, Email, and Address Smart Buttons using the Mobile App Builder.
For demonstration, I created a Record Screen Segment that shows the user’s phone number, email address, and location.
By default, tapping these fields does nothing because they are plain data fields. Smart Buttons convert these fields into interactive actions.
Getting Started
Click New under Field Function Instances to create a smart button.
The Field Name selected here determines where the smart button will appear on the record screen.
1. Phone Smart Button
- Go to Functions → New.
- Enter a name and select Type = Phone.
Context Selection
- Record Context
Use when the phone number should come from the record (e.g., a user’s Mobile field).
Selecting Record Context prompts you to choose:
- Table
- Field containing the phone number
Enable “Take source value from field” to dynamically pull the number.
- Global Context
Use when the phone number is fixed, like a common support hotline.
Additional Configuration Options
Display Conditions
Define when the smart button should be shown. The button appears only when the set conditions are met.
Roles Permission
Controls who can see the button. If no roles are selected, it will be visible to every user.
Button Attributes
Allows you to set extra attributes or behaviour for your smart button if needed.
2. Address Smart Button
- Create a new Field Function Instance.
- Select Type = Address.
- Use Record Context (mandatory for Address type).
Note: Address Smart Buttons cannot use Global Context—they require field-based location data.
3. Email Smart Button
- Create a new function and select Type = Email.
- Populate the Subject and Body fields.
- Enable “Take source value from field” to map the recipient email address dynamically.
When tapped, the device email app opens with:
- To address
- Subject
- Body
already filled in.
Output
Your record screen will now display interactive Phone, Email, and Address Smart Buttons that trigger the respective actions on mobile devices.
