Managing Buttons or Links
In order to cover certain business use cases, administrators must create new buttons or links or edit existing buttons or links.
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The page customization, including the button and link management, differs between Salesforce Classic and Salesforce Lightning.
Standard Button Components
In Lightning Experience, JustOn provides custom button bars on the invoice and statement detail pages that apparently duplicate a number of buttons included in the action menu. These components do, however, not behave exactly the same. For details, see Why does JustOn duplicate invoice and dunning action buttons?
InvoiceButtons Component
JustOn Billing & Invoice Management provides a custom button bar for the invoice record detail page. It shows or hides actions depending on the record's status.
Buttons for draft invoices
Buttons for open invoices
Button | Context | Description |
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View PDF | Draft, Open | Generates a (new) PDF preview and displays it in an overlay window |
Delete | Draft | Deletes the current invoice |
Edit | Draft | Opens the current invoice in edit mode |
Clone | Draft, Open | Creates a copy of the current invoice in the status Draft |
Send | Draft, Open | Sends the current invoice to the specified recipients |
Register Payment | Draft, Open | Assigns a (payment) balance to the current invoice |
Create Credit | Open | Creates a (partial) credit for the current invoice |
Installments | Draft, Open | Creates a payment plan for the current invoice |
Set Order Discount | Draft | Applies an order discount to the current invoice |
Settle | Draft, Open | Initiates the settlement of a single invoice or credit using the current credit or invoice |
New Dunning | Open | Creates a single dunning reminder for the current invoice |
Postpone Payment Due | Draft, Open | Postpones the payment due date for the current invoice |
Set Business Entity | Draft | Sets a business entity to the current invoice |
Set Contacts | Draft | Sets the selected contacts for the current invoice and fills the address fields |
Copy Text | Draft | Copies the contents of the template text fields to the current invoice |
Finalize | Draft | Sets the status Open for the current invoice and generates the PDF file |
Cancel | Open | Creates a credit with the reversed amount of the current invoice |
Close | Open | Closes the current deposit or pro forma invoice |
Send E-Invoice | Open | Sends or resends the current invoice to Basware for distribution |
Recreate PDF | Open | Creates a new version of the PDF file for a finalized invoice |
Write-Off | Open | Creates a balance of the type Write off , immediately assigned to the current invoice or credit |
Manage IVA | Open | Creates an IVA booking detail to apply an individual value adjustment to the current invoice |
DunningButtons Component
JustOn Billing & Invoice Management provides a custom button bar for the record detail page of the Statement object, that is, for dunning reminders and account statements. It shows or hides actions depending on the record's status.
Buttons for draft statements
Buttons for closed statements
Button | Context | Description |
---|---|---|
View PDF | Draft, Closed | Generates a (new) PDF preview and displays it in an overlay window |
Edit | Draft, Closed | Opens the current statement in edit mode For closed statements, not all fields are editable. |
Copy Text | Draft | Copies the contents of the template text fields to the current statement |
Send | Draft, Closed | Sends the current statement to the specified recipients |
Finalize | Draft | Sets the status Closed for the current statement and generates the PDF file |
Recreate PDF | Closed | Creates a new version of the PDF file for a finalized statement |
Managing Page Components in Salesforce Lightning
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Open a record detail page of the corresponding object.
- Navigate to an opportunity, order, invoice, subscription etc. as required.
- Click to open the Setup menu, then select Edit Page.
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Modify the page layout as necessary.
Add, edit or remove components.
Reorder components by dragging them to the intended region of the record page.
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Click Save.
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Click Activate.
This makes the customized record page available to users.
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When you save the customized record page for the first time, you can activate it from the Save dialog. Later, you can use the Activation... dialog.
For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.
Managing Buttons or Links in Salesforce Lightning
Creating New Buttons or Links
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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 Buttons, Links, and Actions.
- Click New Buttons or Link.
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Specify the button or link details as necessary.
Mandatory details include the label, name, display type, behavior, content source and content. The description is optional.
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Click Save.
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Add the button to the intended page layout.
Editing Existing Buttons or Links
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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 Buttons, Links, and Actions.
- Click Edit in the row of the button or link you intend to edit.
- Modify the details as necessary.
- Click Save.
Managing Buttons or Links in Salesforce Classic
Creating New Buttons or Links
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Navigate to the Buttons, Links, and Actions page for the corresponding object.
For standard Salesforce objects, open, for example, Setup > Customize > Opportunities > Buttons, Links, and Actions.
For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Buttons, Links, and Actions.
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Click New Button or Link.
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Specify the button or link details as necessary.
Mandatory details include the label, name, display type, behavior, content source and content. The description is optional.
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Click Save.
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Add the button to the intended page layout.
Editing Existing Buttons or Links
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Navigate to the Buttons, Links, and Actions page for the corresponding object.
For standard Salesforce objects, open, for example, Setup > Customize > Opportunities > Buttons, Links, and Actions.
For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Buttons, Links, and Actions.
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Click Edit in the row of the button or link you intend to edit.
- Modify the details as necessary.
- Click Save.
Info
For more details, see Define Custom Buttons and Links in the Salesforce Help.
Next steps:
Return to JustOn Administration.