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Attribute

Description

Record Object

This represents the object for which the configuration is created. The object is already selected for record page type, as it was chosen during the initial configuration.

Note: This field is disabled and pre-filled for Record Page.

Note: This field is not applicable for Non-Record Page.

Record to Preview

This feature allows users to select an object record to see how the Related List Button Group will appear in the preview section after making changes.

Note: This field is not applicable for Non-Record Page.

Buttons

Here users Users can add multiple buttons which they want to be in create a button group.

Info

Reference: New Action

Overflow After

It refers to the limit after which overflow of content in button group will be shown in drop-down.

Panel
panelIconId1f5e8
panelIcon:speech_left:
panelIconText🗨️
bgColor#DEEBFF

For Example, overflow is set to 3, means 3 buttons will be in button group display and rest will be shown in the drop-down.

Alignment

Here users can set alignment for the button group in 3 locations namely:

  1. Center

  2. Left

  3. Right

Note: By default, button alignment is set to right.

Default Variant

Allows to show Button Group in different SLDS color formats.

Info
Info

You can see variant types

Reference: Variant Types.

Padding Location

  • It is used to create space around an element's content.

  • You can set the padding location for Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Padding Size

You can set the padding Size for Button Group as:
XXX Small, XX Small, X Small, Small, Medium , Large, X Large.

Margin Location

  • It is used to create space from outer edge of an element's content.

  • You can set the Margin location for Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Margin Size

You can set the Margin Size for Button Group as:
XXX Small, XX Small, X Small, Small, Medium , Large, X large.

Button Configuration:

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image-20240916-074838.pngImage Added

Button Attribute

Description

Button Type

Here user can select the type of button to configure.

Button Types available:

  1. Button: Here user can add buttons to configure actions

  2. Header: Here you can provide a distinct title or label for the button group.

  3. Separator: Here, the separator is used to divide two buttons with a dark line is visible between two buttonsthem.

  4. Submenu: Here you can add secondary buttons nested within the main button group, offering additional options or action.

Info

Reference: Submenu

Label

Label Attribute is the text name displayed on the button.

Name

Name attribute specifies the API name of the button.

Left Icon

Allows user to choose select the icon on left to the side of button label.

Info

Reference: Icons

Right Icon

Allows user to choose select the icon on right to the side of button label.

Info

Reference: Icons

Variant

Allows users to set and show buttons in different color formats.

Info

Reference: Variant Types

Action

Here user can create multiple actions on Button.

Info

Reference: Actions

Visible

Allows users to control button visibility based on selected criteria from the dropdown:

  • Always: The button is always visible.

  • Never: The button is never visible.

  • Conditional: The button is visible based on specified.specific condition.

Note: the conditional filter is not available for Non-Record Page

Info

Reference: Filter Criteria

Disable

Allows users to control the button's disabled state based on selected criteria from the dropdown:

  • Always: The button is always disabled.

  • Never: The button is never disabled.

  • Conditional: The button is disabled based on specified specific condition.

Note: the conditional filter is not available for Non-Record Page

Info

Reference: Filter Criteria

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Submenu Attribute

Description

Label

Label Attribute is the text name displayed on the button.

Name

Name attribute specifies the API name of the button.

Sub Menu Position

  • Position specifies the location at which sub menu will be displayed in button group as user creates.

  • Positions available for submenu are two, Left and The submenu button can open nested buttons on the Left or Right.

Buttons

Here users Users can add multiple buttons which they want to be in form a button group. This button group will be nested and will be shown as dropdown menu for the parent button.

Info

Reference: You can explore more about buttons config above.

Icons:

  • Here user can select the icon for button.

  • Search Bar A search bar is also available to search the icon find icons by their namenames.

  • Also you can set the sizes of icon as X-small, Small.

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Icon Attribute

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Category

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User can select icon Utility icons category.

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Search Icon

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User can search icon to use directly by searching it’s name from search box.

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Size

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User can select icon size of either x-small or small.

Variant Types:

Here user can choose the different variant for the buttons.

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Variant

Description

Neutral

Neutral is the default variant of the Button Group which is displayed in white color.

Brand

It makes button variant to Button is Blue color.

Outline-brand

Outline-brand is highlight highlights the label and border of Button.

Destructive

It makes button variant to Button is Red color.

Success

It makes button variant to Button is Green color.

Text Destructive

Highlight Highlights the label of Button to Red in color.

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Action Name

Description

Custom Component

This action allows users to add a custom component related to an object for which config is being created, directly within the button.

Delete

This action enables users to delete record using its record Id directly within the button.

Edit

This action enables users to edit record using its record Id directly within the button.

Global Action

This action allows users to add a global action directly within the button.

List View

This action allows users to add an object’s list view directly within the button.

New

This action allows users to quickly create a new record for an object directly from the button.

Object Page

This action allows users to quickly create a new record for an object directly from the button.

Quick Action

This action allows users to add a quick action directly within the button.

Redirect

This action enables users to redirect to a specific webpage by providing a URL link.
Add Parameters: You can add the desired value to display at the end of the URL link here.

Screen Flow

This action allows users to trigger a screen flow directly from the button.

Tab

This action allows users to open a different object tab directly from the button.

View

This action enables users to view record using its record Id directly within the button.

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  • The Filter Criteria feature allows you to sort and refine the data in the config object records based on specific conditions. You can apply different types of filtering criteria to control when the button should be visible or disableIn addition to conditional-based filters, you .

  • You can also select values from various sources to filter the data.

Static Filter

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Description

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All Conditions Met (AND)

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This filter displays records that meet all of the specified conditions. For example, if you set two conditions, only records that satisfy both conditions will be shown.

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Any Condition Met (OR)

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This filter displays records that meet at least one of the specified conditions. For instance, if you set two conditions, records that meet either condition will be shown.

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Custom Logic:

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criteria:

In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.

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Custom Logic for Multiple Filters:

Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.

  • AND means all conditions must be true.

  • OR means at least one condition must be true.

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Value Source:

In this section, users can choose from various input sources, including:

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These input sources allow you to pass or set values for various attributes or fields.

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Attributes

Description

It provides list of various value sources for assigning the value for input.

Note: By default the value source is selected as static.

Value Source

Description

Custom Metadata

Use custom metadata records to assign values.

Custom Settings

Use custom setting records to assign the values.

Record Field

Use a record value from a selected Record Object.

Note: This option is only available when the page type is set to Record Page Config.

Static

You can provide a static fixed value.

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