Versions Compared

Version Old Version 6 New Version Current
Changes made by

Content Writers

Content Writers

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In this section, you can see various attributes that appear while configuring the Button Group. These attributes include:

...

...

Info

Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview''

Note: By default

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.

info

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

Note: This field is

disabled if the user selects '

not applicable for Non-Record Page

' in the configuration

.

Record to Preview

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

info

Note: This field is not

available if the user selects '

applicable for Non-Record Page

' in the configuration

.

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.

Info
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

Info

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

Progress Bar

  • Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Padding Size

You can set the padding Size for Progress Bar 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

Progress Bar

  • Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Margin Size

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

...

Button Configuration:

...

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 which facilitates the categorization of buttons.

  3. Separator: Add blank space here to create a visible division between buttons, enhancing clarity and organization within the group Here, the separator is used to divide two buttons with a dark line between them.

  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

Enables Allows user to set select the icon on left to the side of button label, adding visual context and clarity to the action it represents.

Info

Reference: Icons

Right Icon

Enables Allows user to set select the icon on right to the side of button label, adding visual context and clarity to the action it represents.

Info

Reference: Icons

Variant

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

Info

Reference: Variant Types

Action

You Here user can create actions here, such as creating a new record, navigating to a URL, or editing an existing recordmultiple 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 specifiedspecific 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

Sub Menu Button

...

:

...

Note: Positions available for submenu are two, Left and

  • The submenu button can open nested buttons on the Left or Right.

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.

Info

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

modal

config above.

Icons:

image-20240811-144716.pngImage Removed

...

Icon Attribute

...

Description

...

Category

...

  • Here user can select the icon

...

Info

Note: Currently, user can select from icons of Utility category only.

...

Search Icon

...

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

...

Size

...

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

...

  • for button.

  • A search bar is available to find icons by their names.

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

...

Variant Types:

Here user can choose the different variant for the buttons.

...

Note: It is usually used to group buttons which depict actions which warn the user

.

Variant

Description

Neutral

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

Brand

Brand variant Button is a Blue color.

Outline-brand

Outline-brand is like the brand variant, but the color is used for the highlights the label and border only, not the whole Button Group colorof Button.

Destructive

Destructive variant Button is in a Red color.

Info

Success

Success variant Button is in a Green color.

Info

Note: It is usually used to group buttons which depict successful action.

Text DestructiveText Destructive

variant is Dark Highlights the label of Button to Red in color.

info

Note: It is usually used to group buttons which depict adverse actions.

Actions:

...

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.

Filter Visible and Disable Criteria:

...

  • 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

...

Description

...

All Conditions Met (AND)

...

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.

...

Any Condition Met (OR)

...

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.

...

Custom Logic:

...

This option allows you to create complex filters by combining the above two conditions. You can define custom logic to include a combination of AND and OR conditions to fine-tune the data displayed in the related list.

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.

...

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.

...

Value Source:

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

...

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

...

Attributes

Description

Value Source

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

Info

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

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.

info

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

. Please refer to the Page Type section for more information

.

Static

You can provide a static fixed value.

Overflow After:

Here, you can control the list of buttons by setting the value in this field.

...

panelIconId1f5e8
panelIcon:speech_left:
panelIconText🗨️
bgColor#DEEBFF

...

value

...

bgColor#FFF0B3

...

.