I believe there is a facility of have related actions as a button or link on top

rishij over 8 years ago

I believe there is a facility of have related actions as a button or link on top of the summary view of record.
Does anyone have any idea about the same ? Any help will be highly appreciated.

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0 Shyam Bommakanti
Certified Lead Developer
over 8 years ago

You can have related actions as buttons on record views/dashboards.
Steps:
1) Create related actions for the record as usual
2) Open the default dashboard or any dashboard
3) Select the related actions you want to show on that dashboard

Note a maximum of 3 buttons/related actions show up as buttons. if there are more they will all be under something similar to dropdown

Hope this helps.
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0 Shyam Bommakanti
Certified Lead Developer
over 8 years ago

You can have related actions as buttons on record views/dashboards.
Steps:
1) Create related actions for the record as usual
2) Open the default dashboard or any dashboard
3) Select the related actions you want to show on that dashboard

Note a maximum of 3 buttons/related actions show up as buttons. if there are more they will all be under something similar to dropdown

Hope this helps.
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