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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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14 views

How to Print attachment on a Salesforce site?

I have a Salesforce.com site where there is a button to open a div containing a iframe for a attachment. I'm able to show the attachment but not able to print the attachment using a custon button. We ...
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0answers
27 views

Issue with mass update 100+ record with custom button [on hold]

I m looking for best approach to mass update records selected by SF user. Appexchange tools not helpful, as the update process has to go through some step before update the records. Currently, We are ...
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0answers
16 views

List Button is not passing parameter in URL for a particular profile

I have a list button on a related list of custom Object ABC under Contact object which redirects to a VF page (custom record creation page for ABC). I am passing contact id in the URL so that contact'...
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0answers
22 views

how to migrate my java script button to lightning?

I used configuration converter to migrate JS button to lightning enabled. but it's not working as expected. Pleas help me on this. see my javascript code below. {!REQUIRESCRIPT("/soap/ajax/26.0/...
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1answer
33 views

How to add custom button in lightning community template

I want to create two custom buttons in lightning community. Once I click on it, I want to see a form or existing records based on which button was selected. I am trying to figure out how do we add ...
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1answer
30 views

Unable to setup custom javascript detail page button

I am working on detail javascript button in the lead object. But now I am facing the below issue. Javascript code: {!REQUIRESCRIPT("/soap/ajax/30.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/24.0/...
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1answer
30 views

Launch Flow from Button in Lightning Community - “down for maintenance” error

Summary: I'm getting a "down for maintenance" error in my Lightning community when I click a custom button that launches a screen flow to create a user from an existing contact. The button works in ...
1
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1answer
31 views

Use an URL as a custom label in a custom link

I am working on an assignment where a custom URL needs to be provided on the Contact to open a training portal website when clicked. The DEMO and PROD salesforce instances need to open different ...
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1answer
30 views

Add Visualforce Page that is just a Button to the Custom Buttons Section of Page Layout

I had a custom button that used OnClick JavaScript behavior and when it was clicked would execute a bunch of JavaScript which would ultimately build a url and open it in a new window for the user. ...
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1answer
33 views

The best way to enable a button after the min char requirement is met

So I have this 'Update' button and I only want it to be enabled in my modal only if the user has entered at least one character. <aura:if isTrue="{!v.displayEditMatrixNoteModal}"> <...
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1answer
28 views

How to change interface/add buttons on case detail page

I am using cases in salesforce and there are different sections on the case layout. Let's call them A, B, C that has some fields. Since there is a lot of data on case detail page. What I want is that ...
2
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1answer
59 views

Custom URL button with Custom Setting field

We have the button (parameters in the screenshot): Button or Link URL value is {!URLFOR($Setup.TRHC__ConfigSettingsHierarchy__c.TRHC__InterviewFeedbackSiteURL__c)}TRHC__ShowJobInterviews?id={!...
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0answers
20 views

Custom Visualforce Action with Redirect to External Site not Opening in Chrome, Only IE!

In a bit of a pickle right now. In Classic, one of our developers made a Visualforce detail button on the Contact object. The VF page referenced is merely a redirect to an external site, but its ...
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1answer
24 views

Error Creating Custom Button

Need to create the button for the case related Asset Object. Description: There is a field Asset(LookUp) on the case object and I want to create the Custom link on the basis of Serial no of the Asset ...
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0answers
26 views

Convert javascript button for LEX

I've run the Lightning Transition Assistant and identified all the javascript buttons that need to be converted. I'm in the process of starting to manually convert the buttons to be supported in LEX. ...
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1answer
184 views

Recreating lightning-button with custom color

I am trying to replicate lightning-button in my Web Component because I need to use custom colors, and supposedly you can't override the lightning-button with css to change these colors... So here is ...
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0answers
17 views

Javascript button to open a VF page from Managed Package, on click asking me to login again

I have a javascript button to redirect me to a VF page from managed package. When i click on the button it is asking me to login to access that page. How do i solve this?
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1answer
15 views

Not pre-populating lookup field when creating new legal contract from account page

The following URL custom button is supposed to use a specific record type, which it does, and prepopulate the account lookup field. It is not populating the field whenever I create new record though. ...
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2answers
381 views

Quick action redirect to force:createrecord lightning component

Need to initiate force:create record from lightning quick action: 1. Output is not as expected two modals are showing up. I need only new contact modal. How to achieve this? Please help.. Thanks 2. ...
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0answers
65 views

Add Upload File button to a custom object

I am working on an assignment where I built a custom object on top of files (ContentVersion, ContentDocumentLink, ContentDocument). Since the customizability of files is limited in Salesforce, we are ...
1
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1answer
27 views

Syntax error in custom button (SFDC Lightning)

{!IF( {!AND(Legal_Contract__c.Parent_Company_LC__c = "Company A", Legal_Contract__c.Approval_Status_LC__c = "Approved")}, URLFOR("/apex/dsfs__DocuSign_CreateEnvelope",null, [sId=Legal_Contract__c.Id,...
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0answers
8 views

How to reload opened console tabs

I am using custom button on custom object. When i click on the button, i use onClick javascript function window.location.reload(); problem is, it only reloads active tab, where i clicked on the button....
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1answer
69 views

lookup field is not getting populated in URL hacking in custom related list button in lightning

lookup field(Master) is not getting populated in URL hacking in custom related list button(Child object) in lightning. It is getting populated in classic. I have one parent object named Sample ...
0
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1answer
174 views

Auto populate recipients in DocuSign Envelope using custom button (SFDC Lightning)

We have a custom object called "Legal Contracts" and we have DocuSign linked to it. I need to customize a custom button so that it auto populates the DocuSign Envelope's Recipient section using the ...
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1answer
137 views

Adding a Delete (or Mass Delete) button to Lead List View

I'm new around here, and have been tasked with doing some configuration on our new SF Lightning deployment prior to rolling it out to our other users. I have a few questions the need answers, but ...
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2answers
166 views

Search Icon Button in Lightning [duplicate]

I need a search icon button icon in my compoonent. I have got the code as well. Below is the link from where i have referred the code. https://www.lightningdesignsystem.com/components/button-icons/ ...
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1answer
17 views

getting error while fetching id from list button url

I have created a list button which is mapped to vf page /apex/NewProblem, This button i made visible on case related list of problem object. So whenever i remove the id from button url it is showing ...
3
votes
1answer
40 views

When is the AccountId field not available as a merge field for JS buttons

May be a basic question but I could not find specific documentation and I need to find out all objects where: The accountid field is NOT available as a merge field is a javascript button. In these ...
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0answers
30 views

Custom button alert if picklist value is set to rejected

I have the following custom button in Lightning. The button is used to send documents via Docusign, however I would like it to not work if the picklist value of "Approval Status" is set to "Rejected". ...
1
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1answer
17 views

Action based on field entry for Custom Button in Lightning

I have a custom button and have the following code so that a docusign envelope can be initiated. Current code works: {!URLFOR("/apex/dsfs__DocuSign_CreateEnvelope",null, [sId=Legal_Contract__c.Id,...
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0answers
24 views

Is there any way to provide a custom button to approval process accept/reject page

I want to understand if there is any way I can put a button which will perform a custom logic in the approval - accept/reject page. i.e. in the following page Or I have to create a visual page/ ...
0
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0answers
49 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
53 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
22 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
32 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 ...
0
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1answer
38 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
24 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
122 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
votes
1answer
44 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
75 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
vote
1answer
55 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 ...
0
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1answer
142 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
votes
1answer
109 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 ...
1
vote
1answer
98 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 ...
1
vote
3answers
405 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....
0
votes
1answer
60 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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1answer
80 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
75 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
31 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
vote
1answer
30 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 ...