How to hide or add action buttons?
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:
- Defining action buttons in the Mobile and Lightning Experience Actions section of the object's page layout definitions
- Using dynamic actions, which are managed in Lightning App Builder
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.
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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.
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Click Page Layouts.
- Click Edit in the row of the layout you intend to modify.
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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.
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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.
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Open the record detail page of the relevant object in the Lightning App Builder.
- Navigate to an opportunity, order, invoice, subscription etc. as required.
- Click to open the Setup menu, then select Edit Page.
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Select the top panel ("Highlights").
- In the panel's properties, click Upgrade Now to enable dynamic actions.
- Add, rearrange or remove actions as necessary.
- 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