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Amrut
Need to add custom button in lightning related list record (drop down along with edit and delete)
Is it possible to add new action/button along with edit/delete values in drop down in salesforce lightning in the related list record.
In Opportunity record(in lightning) i have a related list. In the related list record we drop down actions edit and delete. I would like to add a custom action/button which will make a call to lightning component or vf page.
thanks
amrut
In Opportunity record(in lightning) i have a related list. In the related list record we drop down actions edit and delete. I would like to add a custom action/button which will make a call to lightning component or vf page.
thanks
amrut
https://success.salesforce.com/answers?id=9063A000000lFzwQAE
https://trailhead.salesforce.com/en/modules/lex_customization/units/lex_customization_buttons_links
I want the button to appear in the drop down as i have shown in the image and not outside at the header level. Is it possible ?
thanks
Were you able to sort this out? I have a similar need and any help will be greatly appreciated!
Please sugest.
Thanks
Geetu
Thanks,
Christina Wildau
Could you please share the workaround for this requirement? We have the same requirement.
--Sarana.
- Setup - Object Manager - Custom Child Object
- Fileds & Relationships - choose 'Category' [make sure Data Type = Pick List].
- Under 'Values', click 'New' - add your item to the list.
Now you should be able to pick the item from a dropdown list.I would recommend using a formula field and a flow to achieve. Sadly it cannot be put in the drop-down, but should be good enough as a solution.
Check out this blog for the solution walkthrough!
https://salesforce-flowsome.com/flow-use-case-add-clone-button-to-each-record-in-a-related-list/
The only problem I'm still having is that in creating the button at the first step, you seem to only be able to select the "List Button View example" bullet (these 3 meaningless and confusing AF choices with with their antiquated 2002 Classic "help" screenshots are a joke):
Detail Page Link View example
Detail Page Button View example
List Button View example**
But if you select that one, the only option is to launch the flow inside the same window instead of a modal / popup! If you try either other option, then you can't get the button to appear in the Related List at all (it disappears from the Classic Page Layout editor and Lightning App builder).
Such ridiculous design with legacy code all twisted around in a mess of a configuration... I'm sure there's some other way to make the flow launch in a window, maybe using Javascript...or dear Salesforce, maybe we should all just go back to using Visualforce or Classic, so we can make sense of these lovely screenshots you have in the help dialogs from Salesforce 1.0? (Hmm, perhaps Salesforce will update this dialog around the time they add an "Edit" button to this forum so I don't have to completely delete, recreate & reformat the post each time I try to fix a typo.)