Workbench Support

Overview

Button Quick Links in Upvise allow users to launch forms with a single tap directly from Jobs, Projects, Equipment, or Contacts. This greatly improves user efficiency, reduces errors, and simplifies template management across your Upvise environment.

The button code is managed by Workbench in our fortnightly release cycle, removing the need for custom hardcoded scripts and enabling easier updates and scalable deployment.

Benefits of Button- Quick Links

• Works Across Modules – Compatible with Jobs, Projects, Equipment, and Contacts.

• No Custom Code Required – Simplifies deployment and removes the need for developer intervention.

• Reduced Maintenance Overhead – Updates to the code including bug-fixes or optimisations are managed in our release cycle

• Minimises Errors – Buttons are matched directly to the intended form with the LABEL, avoiding broken or mismatched links due to manual code errors.

Instructions

To ensure button quick links function correctly after deployment, it is critical that the Button Label exactly matches the name of the Form Template in Upvise. This is a case-sensitive, one-to-one match.

Step 1: Confirm Form Template Name

• In Upvise, go to Setup > Forms

• Ensure your form is published and has a clear, unique name (e.g., Site Inspection, Equipment Fault Log)

• Copy this name exactly for later use in the Button Label field

Step 2: Locate a Standard Button Code Block

1. In Upvise, go to one of the following modules depending on where the button is needed:

   • Jobs, Projects, Contacts, or Equipment

   • Navigate to:
     Options > Custom Fields

2. Find a pre-existing button that already includes the Workbench-managed code structure.

3. Click into the field and locate the following format, ensure you are using the button that contains the code with ScriptId:Modules_Projects_Fields_Daily Diary_seloptions 

   
   /** * Copyright (c) 2025 Workbench Company. All rights reserved. *
   * This code is the intellectual property of Workbench International Ltd * and may not be copied or edited without permission. *
   * Please see the Workbench license for more details: * https://www.workbenchcentral.com/legal **/
   
   // ScriptId:Modules_Projects_Fields_Daily Diary_seloptions
   
   // BEGIN STANDARD
   
   // END STANDARD
   
   

4. Click into the “On Tap Script” section of the existing button.

5. Press Ctrl+A (select all), then Ctrl+C (copy) to copy the full text block.

6. Click the ✅ Save icon to close the original button.

Step 3: Create the New Button

1. Click ➕ (Add Field) to create a new button on the same module (Jobs, Equipment, etc.). 

2. Configure the field as follows:

   Field	Value
   Label	Must match the Form Template name exactly
   Type	BUTTON
   Style	BLANK (do not change this)

3. In the “On Tap Script” section:

   • Click into the field

   • Press Ctrl+V to paste the copied code block

4. (Optional) If this button should only be available to certain user roles:

   • Scroll down and configure the Role field accordingly 

5. Click the ✅ Save icon to save your new button.

Example of adding a button quickling for a form called "Job Daily Diary"

Final Check

• Before testing your new button, follow these steps to ensure the latest changes are loaded correctly:

  1. Reload Upvise in your Web Browser

     • Press Ctrl+F5 or refresh the page to clear the cache and load the latest updates.

  2. Log Out of Upvise on the Web

     • If you're switching to test on mobile, log out of the web browser first to avoid sync conflicts.

  3. Log In on Your Mobile Device

     • Open the Upvise app and log in using the same account.

  4. The button should now automatically appear within the correct module (e.g. Job, Project, Equipment, or Contact). See example- Contact Buttons:

  5. Test on both Web and Mobile

     Mobile Example	Web Example

     • Ensure the button is visible and opens the correct form.

     • Important: Only be logged in to one device at a time when testing with the same user account to prevent syncing issues.