Skip to main content

How to create a custom button to open Visualforce page

Let's say that you are working in a large Org and different groups throughout the company use the same object, but each a little differently. Instead of overriding the standard "Edit" or "New" buttons, create a custom button.

For example, there is a custom object on the standard Opportunity object and you want to launch a different page layout for your sales team for a custom quoting object.


  1. Create your "Quote" Visualforce page.
  2. Create the custom button on the custom object.
    • Label: New
    • API Name: New_Quote
    • Type: List Button
    • Content Source: OnClick JavaScript
    • Behavior: Execute JavaScript
    • Button or Link URL:
      • window.open("/apex/InputVisualforcePageNameHere?RecordType=InputRecordTypeIdHere&retURL={!Opportunity.Id}&cancelURL={!Opportunity.Id}&saveURL={!Opportunity.Id}","_parent");
  3. Edit the Opportunity page layout for the sales team and modify the buttons on the related list to add your custom button.
In order to be able to edit the record with the Visualforce page layout too, you will need to create a Detail Page Button on the custom object.

Simply...
  1. Create the custom button on the custom object.
    • Label: Edit
    • API Name: Edit_[InputVisualforcePageNameHere]
    • Content Source: Visualforce Page (Quote)
    • Behavior: Display in existing window with sidebar
  2. Add the custom button to the sales team's page layout for the custom Quote object.

Comments

Popular posts from this blog

How to Format Number or Currency Values in Conga (Word)

Formatting Number Values The number formatting parameter begins with \#, followed by any combination of the following parameters.  Please see the examples following this table. When Conga Composer populates a numeric value, the digit grouping symbol (the “thousands separator”) is defined according to your Locale settings (as defined in Salesforce’s Setup | Personal Information) or according to the Culture or CurrencyCulture Conga Composer parameter. Despite the cultural settings that govern the output from Conga Composer, within an appearance parameter, you must use a comma (",") for the digit grouping symbol (for thousands) and a period (".") as the decimal symbol. ​   PARAMETER DESCRIPTION 0 (zero) Specifies the requisite numeric places to display in the result. If the result does not include a digit in that place, Word displays a 0 (zero). Example: { = 4 + 5 \# 00.00 } displays "09.00". # Specifies the requisite numeric places to display in the r

Output File Parameters for Conga Composer

Output File Parameters The following parameters affect the output file generated by Conga Composer. PARAMETER DESCRIPTION DefaultPDF=[0 or 1] Sets the default output type to Adobe Acrobat If set to 0, "Output Format" is "Same as template" (default) If set to 1, "Output Format" is "Adobe Acrobat" The user may override this choice unless the “Lock Output to PDF” parameter (fp0=1) is enabled. FP0=[0, 1 or 2] Locks the output file format If set to 0, "Output Format" is "Same as template" and not locked (default) If set to 1, "Output Format" is "Adobe Acrobat" and  the Output Format radio buttons are locked. If set to 2, “Output Format” is “Same as template” and the Output Format radio buttons are locked OFN=[text] Sets the Output File Name, overriding the default output file name Requires: A text value to use for the output file name You may use static text or m

How to create the Conga Composer Button

Create  a Custom Conga Composer Button Conga Composer includes sample buttons on the following standard objects so you can easily copy and paste the base URL into your button.  Lead   Contact Account Opportunity Case Contract                       ​From Setup, click  Customize , select one of the above standard objects and click  Buttons, Links, and Actions ​Click on the  Conga Composer  button and copy the four lines in the Button or Link URL field 3. Click back to the main Buttons, Links, and Actions menu and click  New Button or Link      ​4. For the label, enter something that will describe the kind of document you will create     with Conga Composer, i.e. "AccountPlan" or "Invoice" ​5. For the Display type, choose either a  Detail Page Link  or a  Detail Page Button ​6. In the Button or Link URL text box, paste the URL you copied from the previous button 7. ​Insert your object ID by choosing the field type from Select Field Type