Skip to main content

Customize Five's Default Action Buttons

Last updated 8/04/2025

By default in your application, you have the same action buttons in the app bars as Five. These can be customized in your application for a form or a process.

Let's look at Five's default Save button on a form. By default, the Save button is a tick and when you hover your mouse on the button, Save is displayed as the tooltip.


Default Save button
Figure 1 - Default Save button

If just the caption is customized, the caption will be displayed in the button and when you hover on the button with your mouse, the tooltip will display the customized caption.


Custom caption
Figure 2 - Custom caption

If just the icon is customized, the icon will be displayed and when you hover on the button with your mouse, Five's default Save tooltip will be displayed.


Custom icon
Figure 3 - Custom icon

If the caption and the icon are customized, the icon will be displayed and when you hover on the button with your mouse, the customized tootip will be displayed.


Custom caption and icon
Figure 4 - Custom caption and icon

Forms

The Save, Cancel, Edit, and Copy buttons can be customized on a form in your application.


FieldDescription
Complete CaptionAdd a caption for the Save button.
Complete IconAdd an icon for the Save button.
Cancel CaptionAdd a caption for the Cancel button.
Cancel IconAdd an icon for the Cancel button.
Edit CaptionAdd a caption for the Edit button.
Edit IconAdd an icon for the Edit button.
Copy CaptionAdd a caption for the Copy button.
Copy IconAdd an icon for the copy button.

Customize a Form Action Button

For this example, the Save button will be customized, however, the same steps need to be applied to all default buttons.

1. Select Visual in the menu.

2. Select Forms in the sub-menu.


Forms menu item
Figure 5 - Forms menu item

3. Select your form record in the list.

4. Either click the Edit button in the form app bar or click directly in a field.


Edit button
Figure 6 - Edit button

5. Click in the Complete Caption field and add a caption for the Save button.

6. Click the Edit button in the Complete Icon field, navigate, and open an image file.


Customize Save button
Figure 7 - Customize Save button

7. Click the Save button in the form app bar.


Save button
Figure 8 - Save button

Processes

The Run and Cancel buttons can be customized on a process in your application.


FieldDescription
Complete CaptionAdd a caption for the Run button.
Complete IconAdd an icon for the Run button.
Cancel CaptionAdd a caption for the Cancel button.
Cancel IconAdd an icon for the Cancel button.

Customize a Process Action Button

For this example, the Cancel button will be customized, however, the same steps need to be applied to all default buttons. To have the Cancel button available on your process, you need to have a function attached to the On Cancel event.

1. Select Tasks in the menu.

2. Select Processes in the sub-menu.


Processes menu item
Figure 9 - Processes menu item

3. Select your process record in the list.

4. Either click the Edit button in the form app bar or click directly in a field.


Edit button
Figure 10 - Edit button

5. Click in the Cancel Caption field and add a caption for the Cancel button.

6. Click the Edit button in the Cancel Icon field, navigate, and open an image file.


Customize Cancel button
Figure 11 - Customize Cancel button

7. Click the Events tab


Events tab
Figure 12 - Events tab

8. Click the lookup icon in the On Cancel field and select your function.


On Cancel field
Figure 13 - On Cancel field

9. Click the Save button in the form app bar.


Save button
Figure 14 - Save button