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.

Info

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.

inv_btn_component_draft
Buttons for draft invoices

inv_btn_component
Buttons for open invoices

Button Context Description
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.

dunning_btn_component_draft
Buttons for draft statements

dunning_btn_component
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

  1. Open a record detail page of the corresponding object.

    1. Navigate to an opportunity, order, invoice, subscription etc. as required.
    2. Click to open the Setup menu, then select Edit Page.

  2. Modify the page layout as necessary.

    Add, edit or remove components.

    Reorder components by dragging them to the intended region of the record page.

  3. Click Save.

  4. Click Activate.

    This makes the customized record page available to users.

Info

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.

  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 Buttons, Links, and Actions.

  3. Click New Buttons or Link.

  4. 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.

  5. Click Save.

  6. Add the button to the intended page layout.

    See Managing Page Layouts in Salesforce Lightning.

  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 Buttons, Links, and Actions.

  3. Click Edit in the row of the button or link you intend to edit.
  4. Modify the details as necessary.
  5. Click Save.

  1. 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.

  2. Click New Button or Link.

  3. 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.

  4. Click Save.

  5. Add the button to the intended page layout.

    See Managing Page Layouts in Salesforce Classic.

  1. 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.

  2. Click Edit in the row of the button or link you intend to edit.

  3. Modify the details as necessary.
  4. Click Save.

Info

For more details, see Define Custom Buttons and Links in the Salesforce Help.

Next steps:

Managing Page Layouts

Return to JustOn Administration.