Custom Buttons can be added to the page layout of an object. They can be assigned various actions including starting a work flow or process, performing a function, or navigating to a different part of the application.
Permissions are required for Setup and Custom Objects.
Custom buttons are a powerful tool that can tie together many different elements, functions and processes in your application so that things happen with a simple click. You can have many custom buttons for each object. Buttons are added to the page layouts for an object. Using page layouts you can control what users can see and use the functions built into the buttons. For example, you may include a navigation button on all layouts for all users, but only accounting department users have a layout with a Create Invoice button. Custom Buttons can perform more than one action with a click, allowing them to perform several related actions at once, such as navigating to a different object or record and starting a work flow. Button functions can be used as mouse right-click options in record lists as well.
For an already existing button, you can click on it to see it's actions, and double click on any of it's actions to see their details and modify them if you need to. If a button has multiple actions, you can change the order of the actions by clicking on the action then moving it up or down the list using the arrow keys.
Custom buttons are created in the custom object where they will appear. Start from Setup > Development > Objects. Click on the custom object that will have the button added, and go to the Custom Buttons tab. If you are creating an object simply click on the Custom Buttons tab.
Click New to add a new button.
Enter a name for the button. This name will appear on the button itself, so it should be short and descriptive.
Enter a brief description of what the button is for and what it will do if clicked.
If you want the button functionality to be available when you right mouse-click on a record, check the Available on Right Click option. When you right click on the record a menu will appear with any available button functions, which can be clicked on to use them.
If you want to be able to apply the buttons action to several objects that have all been selected, check the Available For Multiple Selected option. For example, you could select several customers and click to send an email to them.
Click the New button. This is to select the action or actions that the button will perform when clicked. There are three action types that can be used. A button can perform more than one action when clicked.
Navigation: Go to a different part of the application. For example, show the Customer tab, or go to the Planner. You can also fill in a template with information so that you can navigate to a specific record, or begin adding a new record with the information from the template. Only one navigation operation can be done for a button. You can not navigate to two different places with one button click. See below for details on Navigation.
Workflow: Select a work flow item from the list. The work flow has to be related to the item. Clicking the button will start the work flow operation. The work flow must already be created. For example, clicking the button could create a customer invoice, record a payment, etc.
Virtual Code: Perform a virtual function that you define, such as doing calculations, creating transactions, or recurring events. See Virtual Coding for details.
After selecting the action and any other information, click the OK button at the bottom.
The action(s) for that button will be listed.
When a button is clicked, the actions will occur in the order listed. To change the order, click on an action and use the arrows keys to move it up or down in the list.
Click Save to finish the button. Click Cancel to return to the list of buttons without saving any work or changes.
You can add custom buttons to a page layout by selecting the object, then the page layout tab for the object, then the page layout that you want to add the button to. Buttons can appear on as many different page layouts for the object that you want.
A navigation action simply goes to an object (e.g. Customers), and it can use a template to create a new record and add information to the new record. Using the template is optional.
Select the related object that you want to navigate to from the list.
Copy To allows you to create a new record and automatically enter information into the new object from a template. Type the information in, or click on the button to select from a list of options for that field. Information from the triggering record (where the button is clicked) is included in the template, and can be copied to the new record. This information is listed as {Trigger.<Name of Field>} in the list.
You can use a custom button to manually run a Workflow. The Workflow has to be created for the object first. A Workflow is an action that is automatically performed, a lot like a macro in desktop software. See Workflow Overview for details.
Select the Workflow that you want to run from the list.
Click OK.
A virtual function can be created for an object by a PerfectMind user, or come pre-coded and be included with an object or application. Virtual functions are available in all objects. A function can be made to run by attaching it to a custom button so the function runs when the button is clicked, or it can be run when the information in one or more fields on the object is changed, such as a user editing the information in that field.
Select the function that you want to run from the list. See Virtual Coding for more details.
Select or enter the input fields and information which the function will use, and then select the output field, where the result will be displayed.
Workflow Overview
Custom Objects - Custom Buttons
Virtual Coding
Custom Objects - Page Layout
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