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Questions tagged [custom-button]

Create custom buttons and links to integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

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24 views

Limitations with Cases in Lightning

From my understanding there is no 'Close Case' button for Cases in Lightning. Would it be possible to create a custom button that references a flow that could be present at the header along with other ...
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0answers
19 views

Classic experience buttons in lightning

We are migrating to lightning and are noticing that some classic custom buttons work in lightning as long as they're not javascript. We have a bunch of custom buttons that replace(think of having the ...
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1answer
18 views

How to call VF on the Detail Button from Opportunity

Classic: document.location="/apex/CreateCaseRequest?oppid={!Opportunity.Id}"; I created a new Button for Lightning : did not work {!URLFOR('apex/CreateCaseRequest', null, [ SourceID = ...
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1answer
21 views

How to remove Lightning Component Button from a page under certain conditions?

I have a button on a custom object which was built as a lightning component. I want to remove the button once the custom object has a Status updated to 'Completed'. Do I do this in code or is there a ...
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1answer
29 views

Custom javascript button error message

I have a custom button and when the button is pressed the following javascript is executed: window.parent.open( "{!URLFOR( $Action.Custom_Object__c.New, null, [ ...
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1answer
22 views

Construct Sforce.connection.query

I have a query for a JS button: ccid = sforce.connection.query("Select Id, Account__c from CCI__C Where IsActive__c = True AND Account__c ='" +AccountId+ "'"); It is working fine. Now I want to add ...
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1answer
23 views

gotoURL: Multiple onclick events on same component

I have a component that contains 4 icons/buttons. I need each button to navigate to a specific page in lightning community when clicked. When I add my controller, all of the buttons navigate to the ...
2
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1answer
33 views

How to set picklist value in URLFOR?

I'm trying to set a picklist value in URLFOR. I have a custom button and when the button is pressed the following javascript is executed: window.parent.open("{!URLFOR( $Action.Custom_Object__c.New,...
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2answers
47 views

Create a custom button on a custom related list that simply adds other opportunities to that list

I've created a custom lookup field on our opportunity object with and included a custom related list that will show related records that are linked to that 'master' opportunity. How to I add a ...
1
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1answer
35 views

Not able to access visualforce page of installed managed package in my salesforce org. It is redirecting to login page

I have installed a managed package in my personal salesforce org. On clicking of custom button , as per requirement it must redirect to visualforce page.Instead of redirecting to visualforce page, log ...
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1answer
27 views

Hide Custom Buttons in Lightning but not in Classic

I have some custom buttons that I want to keep around for SF Classic but in Lightning I want them to show up as Lightning Experience Actions. I created separate Actions for them but now there are ...
3
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1answer
29 views

How to invoke a SendEmail Global action from a custom button on Account Page

Im trying invoke a SendEmail global action from a custom button inside Account page. I need that this button have the same behavior that hitting on Gear icon. Apparenly the code below just opens the ...
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1answer
28 views

Custom Button URLFOR not assigning proper record ID when clicked

I am trying to implement a custom button on a record detail page that does the following: redirect user to custom lightning component with querystring: ?projectId=... I am using the following ...
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3answers
65 views

Execute Apex Class with Button

I'm trying to create a button to execute an Apex Class with the Javascript attached. I'm getting the syntax error: Field object.id does not exist. Check spelling. What am I missing? What is window....
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1answer
26 views

How to redirect child object record to new window when i click New button on related list of parent object details page

I have created below button on Employee__c object to redirecting to new window whenever click "New Employee" button on related list of Parent (Account) detail page. /a08/e?CF00N90000009cGU8={!Account....
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0answers
21 views

Button link not working

I am experiencing a very odd scenario and was wondering if anyone else has experienced it. I have My Domain Enabled and am on lightning. I also am trying to utilize a URL field on Case record. I did ...
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0answers
35 views

TEXT () function not working in URLFOR() function

I have a button , which on click is doing the following function. The problem is i am not getting prodFamily= TEXT(Product2.Family) in the URL. Product2.Family is a picklist. IS the syntax incorrect. ...
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1answer
28 views

How do I replace a Classic custom javascript button with something that works in Classic and Lightning?

I have the following custom button on my Classic Order object page layout, which is an 'Execute Javascript' one and the OnClick Javascript is as follows: {!REQUIRESCRIPT("/soap/ajax/25.0/connection....
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1answer
34 views

what is correct URL for custom button with pre-selected record type

This is in classic. Also I'm pretty new to SF development. I'm trying to do something very similar to this question. I've created a custom button, which I want to go to a custom page layout for a ...
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0answers
30 views

Getting Javascript Error [duplicate]

I am getting a Javascript error from the code below, however, I am only getting it for some records while others process as expected. There does not seem to be any rhyme or reason why. Does anyone ...
1
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1answer
26 views

Display Conditional Alert with Javascript

I have a custom button that displays an alert message when some fields on my object are missing. I would like to now also display the fields that are missing as part of that alert. I tried the code ...
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0answers
33 views

How to create a custom button in Create page (that will redirect to a certain page)?

Right now I am on a specific Report tab view called 'Inventories 3'. When I create a 'New Order' via the Navigation bar (Screenshot 1). This will bring up the Order create view as per normal way. ...
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1answer
27 views

Custom button not working

I'm trying to create a custom button to create a new custom object record. My aim is to use it from my custom object "restricted fund" and create a new "restricted fund payment due" record, ...
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2answers
74 views

Hide a custom button from a record based on Role in salesforce

I have a custom button that run a lightning component where I want it to be visible from a record only for certain User based on their role. Any idea How to adjust this permission set. I know that ...
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1answer
30 views

Adding a button within community to a page with parameters

We are using Cases for Community Members to submit applications and requests and a custom component to actually collect that data. On the home page, they see their open cases, but we want to direct ...
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1answer
109 views

Problem with the onclick javascript for this button or link was encountered unexpected token [closed]

I am getting an "invalid or unexpected token" error in the javascript code below. This code is part of a Detail page button. {!REQUIRESCRIPT("/soap/ajax/33.0/connection.js")} {!REQUIRESCRIPT("/soap/...
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vote
1answer
19 views

Visualforce page: Add related records to custom object with custom button

I would like to create a VF page ("AllUnitIdssaved") that will accept users inputs. This VF page is on the "Shipment_Details__c", which has a lookup to "QuoteLineItem". When the user clicks a custom ...
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1answer
98 views

How to display textarea with button on clicking Javascript

I have a custom button on case. On clicking that, it should display a text area with a button in it. I'm able to display it, but at the bottom of the detail page. I want that to be displayed in the ...
1
vote
1answer
31 views

Is it possible to have a button on Object's detail page that redirects to Lightning component

I have created a Lightning Component Bundle and a button on detail page of an Object. On clicking the button, is there any possible ways such that it redirects to Lightning page of the created ...
-4
votes
1answer
59 views

Custom Button that links to the Visualforce Page [closed]

I need to create a Button for the Page Layout that links to the Visualforce Page (another page). It's for custom object. How can I do that? Can I use "Buttons, Links, and Actions" to open VF Page? Or ...
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1answer
35 views

how to populate custom object value in standard detail page layout

I have two object one standard object Leads and one custom object tractor.and tractor is a lookup field in lead object.i am trying to include three input fields and a button for searching a tractor in ...
-4
votes
1answer
41 views

Expandible/Collapsible button inside a Table in SFDC lightning [closed]

I would like to add an expandable/collapsible button beside each row of a table. Upon clicking the button, a new row will be displayed inside the particular row,and on clicking the button again the ...
1
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1answer
99 views

Custom button is not visible in Community view

i have implemented small custom button on account object, that custom button will showing salesforce classic view, but its not visible in community view.
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0answers
58 views

How to call a VF page with controller with custom button in lightning experience

Now that javascript button are out in the lightning experience, i am looking to call a VF page which uses a controller from custom button. I chose the content source as URL and built the url as '/...
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1answer
51 views

How can I control the display of Quick Action Buttons without proliferating Page Layouts?

We have a Lightning Component button which allows Users to provide discounts on Opportunities. We are currently leveraging the "Quick Action" functionality to display it on some page layouts. The ...
0
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1answer
31 views

How to pass date as a parameter from custom button url to constructor

I have created a detail custom button of URL type and passing Opportunity Date as shown below. /apex/vfpage?oliId={!OpportunityLineItem.Id} && oppDate={!Opportunity.customDate__c} And in ...
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0answers
12 views

Visualforce Page Not Available for Custom Button [duplicate]

I am trying to create a custom List button that will sit on the related list of my Quote__c object at the Opportunity level. I created a VF page and custom controller, but when I create the list ...
0
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1answer
56 views

create a record on cross object on button click

Im having two objects object1(Parent) & object2(Child) with lookup relationship. Now my requirement is that I need to create a button on child and when I click this button I need to create a ...
0
votes
1answer
28 views

Calling Visualforce page exports custom object records in custom list view button (Unknown constructor error)

I'm trying to export records from a custom object have got following visualforce page but, the visualforce page needs be invoked from a custom on list view when I try to add a standard controller and ...
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0answers
25 views

Work Around to Standard Buttons Overridden by Visualforce Pages in Community

We are using the "Partner Central Community Template". Most of the standard buttons in the org is overridden by a Visualforce Page which is not supported in Lightning Community. The overriding cannot ...
0
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1answer
35 views

Close Current Tab From Flow

I have a button on the case object that calls a flow via URL and the flow calls a class to update the cases OwnerID. What I want to happen is when the Flow gets done is to close the tab that you ...
5
votes
1answer
107 views

Prevent New Child Record without triggers

I am trying to find the best method, that will work both in classic and lightning, to prevent a user from creating a more than 1 child record from a parent object; e.g pressing 'New' on a related list....
0
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2answers
44 views

Custom Javascript Button

I am trying to create a custom button using Javascript to create a custom object record (Project__c) from another custom object record (Quote__c). The problem is I need to pull the Opportunity ID and ...
0
votes
1answer
112 views

Auto-Populate multiple lookup fields using Custom Button

I have created a custom button for cases, which is on the Opportunity page. I need multiple fields to be auto populated in the case when the user clicks on the button. I was able to make the ...
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votes
1answer
38 views

NO matches found on a lookup field

I've a weird issue where am creating a parent opportunity record and from the same record I've a custom button where am creating a child record by populating some of the values but the issue here is ...
1
vote
2answers
163 views

To hide the button in Classic view and show only in Lightning view

I need to create a Custom button(Not a VF page button) which will work differently based on the user view ie, Lighting and classic. I need hide the button in Classic view and show only in Lightning ...
3
votes
1answer
76 views

Custom Button not Showing in Page-Level Action Menu in Lightning

I have an app that creates and builds a custom button, using the metadata api (using the Apex Wrapper for the Salesforce Metadata API: https://github.com/financialforcedev/apex-mdapi). The button is ...
1
vote
1answer
15 views

Missing Flow Button on Visualforce Page

So far I have a very simple visualforce page, because all I want it to be is a place to launch a particular screen flow: <apex:page> <flow:interview name="Report_Issue" finishLocation="{!...
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0answers
38 views

URL Hacking not null validation rule in custom button

I have created 'Create Oppty' button on custom object License. Which is pre-populating some values on Oppty from License. I want to add one validation rule in this button like : Quantity != Blank....
0
votes
0answers
9 views

Custom Button Content Search Parameter Behavior - &searchTags parameter (ContentDocument sObject)

I have a custom button that is dynamically generating a URL to search Content in Salesforce. Everything works fine with the following except for one caveat: /sfc/#search?&searchWorkspaceIds=%5B%...