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How to hide or add action buttons?

← Salesforce Environment FAQ

With the switch to Lightning Experience as the primary UI, JustOn Billing & Invoice Management makes good use of action buttons on record detail pages. The available actions include a number of global Salesforce actions, like, for example, New Lead or Log a call, which may not be necessary in every case. You can disable or enable action buttons according to your needs.

Info

When upgrading from earlier versions to JustOn 2.51 (or later), you can "restore" the buttons that were available in Salesforce Classic. To do so, enable the action buttons according to the Standard Buttons/Custom Buttons areas.

There are two ways for managing Lightning Experience action buttons:

Actions in Page Layouts

In an object's page layout definition, you define action buttons using the Mobile and Lightning Experience Actions category on the palette.

  1. Navigate to the object management settings of the corresponding object.

    Click to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object.

  2. Click Page Layouts.

  3. Click Edit in the row of the layout you intend to modify.
  4. In the Salesforce Mobile and Lightning Experience Actions section, modify the buttons as necessary.

    To hide buttons, drag them to the palette.

    To add buttons, drag them from the palette to the Salesforce Mobile and Lightning Experience Actions section.

  5. Click Save.

Dynamic Actions in Lightning App Builder

JustOn Billing & Invoice Management already uses dynamic actions for invoices and statements by default. This way, it can show or hide actions depending on the record's status.

Dynamic invoice buttons

JustOn Billing & Invoice Management uses dynamic actions for invoices by default. This way, it can show or hide actions depending on the record's status or type.

You can add, rearrange or remove actions according to your business requirements. For details, see Dynamic Actions in Lightning App Builder.

Action / Invoice Status →
Draft Pre-Draft
Pre-Open
Open Paid Settled Canceled
Finalize
Close
Only for invoice types
Deposit / Proforma
Send
Cancel
Not available for invoice types
Proforma / Cancelation
Create Credit
Not available for invoice types
Deposit / Proforma
Postpone Due Date
Installments
Register Payment
Settle
New Dunning
Write Off
Manage IVA
Set Order Discount
Set Business Entity
Set Contacts
Recreate PDF
Copy Text
Edit
Delete
Clone
Create E-Invoice
Dynamic statement buttons

JustOn Billing & Invoice Management uses dynamic actions for statements (dunning reminders and account statements) by default. This way, it can show or hide actions depending on the record's status.

You can add, rearrange or remove actions according to your business requirements. For details, see Dynamic Actions in Lightning App Builder.

Action / Statement Status →
Draft Closed
Finalize
Send Dunning
Clone
Delete
Copy Text
Recreate PDF
Edit

You may want to use the Lightning App Builder instead of the Page Layout editor for other objects as well. To manage the action buttons in the Lightning App Builder, you must explicitly enable dynamic actions.

Once enabled, you add, rearrange or remove actions according to your business requirements – including the default actions for invoices and statements.

Note

Be aware of the following specifics:

  • Enabling dynamic actions applies to the current record page.
  • Once you have enabled dynamic actions for a record page, actions configured in the object's page layout will no longer have any effect.
  1. Open the record detail page of the relevant object in the Lightning App Builder.

    1. Navigate to an opportunity, order, invoice, subscription etc. as required.
    2. Click to open the Setup menu, then select Edit Page.
  2. Select the top panel ("Highlights").

  3. In the panel's properties, click Upgrade Now to enable dynamic actions.
  4. Add, rearrange or remove actions as necessary.
  5. Click Save.

Related information:

JustOn 2.51 Release Notes
Managing Pages
Customize Detail Page Buttons in the Salesforce Help
Create Dynamic Actions in Lightning App Builder in the Salesforce Help