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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.

3
votes
1answer
18 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 ...
0
votes
0answers
21 views

Appropiate solution for replacing JS button functionality into lightning [closed]

Currently, in the salesforce classic UI, there is an object's record page layout that contains a custom button that when clicked runs a web service method containing apex code. What is the correct ...
1
vote
1answer
23 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 ...
0
votes
3answers
44 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
21 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....
0
votes
0answers
19 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 ...
-1
votes
0answers
17 views

Need help revising custom multi-select lookup

I've created a custom Lookup field to look into Accounts and have the ability to multi-select accounts. I want to place this field on the Opportunity Object as we have an Account Record Type for ...
0
votes
0answers
24 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. ...
0
votes
1answer
24 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....
0
votes
1answer
28 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 ...
0
votes
0answers
28 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
22 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 ...
0
votes
0answers
32 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. ...
0
votes
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, ...
0
votes
0answers
21 views

Add custom/standard button to list view of external object

I'm trying to add a New Button to a list view on salesforce. Looks simple right? I'm able to do it in any list view with Salesforce Objects, but can't do it on External objects. We've overridden the ...
0
votes
2answers
45 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 ...
0
votes
1answer
29 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 ...
-2
votes
1answer
73 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/...
1
vote
1answer
18 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 ...
0
votes
1answer
92 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 ...
0
votes
0answers
18 views

Display and Select multiple Related records and send selected records through Email to a contact

I have Account object and custom object System__c I want a custom button on account and when i click on it,pop up will come and it should display all active systems with select checkbox. once i select ...
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
41 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 ...
0
votes
1answer
30 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
34 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
vote
1answer
70 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.
0
votes
0answers
43 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 '/...
0
votes
1answer
45 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
votes
1answer
30 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 ...
0
votes
0answers
11 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
votes
1answer
45 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 ...
0
votes
0answers
24 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
votes
1answer
30 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
105 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
votes
2answers
40 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
80 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 ...
-2
votes
1answer
37 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
136 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
55 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
14 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="{!...
0
votes
0answers
35 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%...
3
votes
1answer
57 views

How to add apex message in standard layout when custom button has been clicked?

I already tried adding ApexPages.addMessage with custom button and apex class. Here is the custom button js code sforce.apex.execute("InvoiceBreakdownController","doGetInvoiceHeaderAndDetail",{"...
0
votes
1answer
113 views

Salesforce Conga ActionGrid need help to write a custom action

Could not find much on the subject and Conga has very few examples of codes on their website. What I need is to create a custom action in ActionGrid on the Opportunity object to change the owner to ...
0
votes
1answer
23 views

formula values are not getting in URL in Production

I created a custom button on custom object. Behavior= "Execute Javascript" Content Source="Onclick Javascript" I have written the following code in sandbox. It is working in Sandbox. But, In ...
0
votes
0answers
24 views

Adding Default Opportunity Team via Javascript Button using SFORCE

To Replicate 'Default Opportunity Member' I created a Javascript Button and below is the Code: {!REQUIRESCRIPT('/soap/ajax/33.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/33.0/apex.js')} var ...
3
votes
3answers
839 views

How to call a WebService method from a Lightning Component that replaces a Classic JavaScript button?

We have JavaScript buttons that follow this pattern: {!REQUIRESCRIPT('/soap/ajax/39.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/39.0/apex.js')} var ok = confirm('Create the Interest Adjustment?');...
3
votes
1answer
441 views

How to convert mass actions on list view records from Classic to Lightning Experience?

We have multiple JavaScript buttons that follow this pattern where the set of checked records in a list view are first checked and then a server side operation is applied to them: {!REQUIRESCRIPT('/...
0
votes
0answers
190 views

Dynamic Field Value in Custom Button or Link Detail

I have a Dynamic Field Value or Link Detail attached to Contact/Leads, this link uses merge fields to build a link that contains Contact.MobilePhone like so for example: Button or Link URL https://...