massivecros.blogg.se - Elinks set custom header

#Elinks set custom header how to
#Elinks set custom header pdf
#Elinks set custom header plus

Click the Related tab, scroll to the bottom, and you see the new Audit Guidelines button on the Energy Audits related list.

Navigate back to the Sales app, click Accounts and select the GenePoint account.

Add the Audit Guidelines button to the Selected Buttons list, then click OK.

#Elinks set custom header plus

Click the plus icon to expand the Buttons section header.

Scroll all the way down the end of the layout, to the Energy Audits related list.

Click Page Layouts, then click Account Layout.

Click Object Manager, then click Account.

The button won’t appear on the Energy Audits related list for any object until Maria adds it. For more information on merge fields and operators, check out the Salesforce Help. And, you can add merge fields and operators to enhance the behavior of the button or link by including data from Salesforce. For example, if your content source is URL as in this case, this section is where you put the URL you want the button or link to point to.

You might be thinking to yourself: “OK, whoa! What’s all that formula-looking stuff? What do I do with that?” That’s a version of Salesforce’s formula editor, and you can use it to define the properties of the button or link. Using this example, the link points to /sfc/p/R00000008nD1/a/R000000007LK/8Z8auAJBSeSCzqQ8Kv9ofolIWi_jP13oR3LUUYuXc3A.

Paste the file URL into the large text box.īecause the file is local to your org, use everything after the domain portion of the URL to create the custom link.

Click Buttons, Links, and Actions, then New Button or Link.

From Setup, click Object Manager, then click Energy Audit.

This generates a public URL for the file that you can share with others, or in this case, add as a URL to a custom button or link.

In the Public Link Sharing area, click Create Link.

Click the carat next to Who Can Access to expand that section.

Click for the file you just uploaded and select Share.

Upload a file of your own so you can follow along with the rest of these steps.

#Elinks set custom header pdf

Here, Maria can see the guidelines PDF she uploaded.

From the App Launcher, find and select the Sales app.She’s already uploaded the PDF as a file, but she needs its URL in order to have the custom button point to it. Maria wants to add a custom button to that Energy Audits related list to let users navigate directly to the Ursa Major Solar energy audit guidelines PDF. Because Energy Audits are tied to accounts with a lookup relationship field, an Energy Audits related list automatically appears on account records.įor example, earlier in the module you entered audit information for “GenePoint 5-year review.” When you view the GenePoint account record, then click the Related tab and scroll to the end of the record page, you see an Energy Audits related list displaying that audit. When you create a list button for an object, you can add that button to that object’s related list when the related list appears on other objects. First, the custom list button.Ī custom list button is a button that you can add to a related list. For each type, you must define the action that occurs when a user clicks it.

#Elinks set custom header how to

You’ve read what they can do, now find out how to create one.