This Action Button is available under Topbar Buttons and lets users add new records/rows to your data source.

<aside> 💡 By default, you’ll have one Add record button added to your block, which you can remove if needed.

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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.

List of tasks

First, we are going to configure the button label.

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.

Setting up button texts and previewing the modal

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.

Adding fields for the add new task functionality

<aside> ℹ️ Among other fields, you can also add a Signature field to capture eSignatures when adding records.

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<aside> ❗ Note that computed fields will not appear in the list of mappable fields for the form.

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Button visibility

Now, we need to define who can see and use the button (see button visibility).

<aside> 💡 Button visibility options depend on the subscription plan:

→ On Free and Starter plans you can decide who can see the button (All Users, Logged-in Users, or Non Logged-in Users) → On Professional plan you can also configure conditional visibility ****but can’t set custom user groups. → On Business plan you have access to all the features in Button Visibility.

See plan comparison.

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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.

Airtable table with the list of tasks and assignees.

<aside> 💡 The users sync between Softr and data source is one-way (from Softr to data source), so, if you connect a data source with users without having them in Softr first, you’ll need to create the same users in Softr as well to establish the connection.

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We are also going to create a user group that includes project managers only.

Creating a user group for project managers.