In this section, you can see various attributes that appear while configuring the Button Group. These attributes include:
Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview''
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 will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. |
Buttons | Here users can add multiple buttons which they want to be in a button group. Reference: New Action |
Overflow After | It refers to the limit after which overflow of content in button group will be shown in drop-down. 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:
Note: By default, alignment is set to right. |
Default Variant | Allows to show Button Group in different SLDS color formats. Reference: Variant Types. |
Padding Location | 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 | 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:
Button Attribute | Description |
---|---|
Button Type | Here user can select the type of button to configure. Button Types available:
Reference: Submenu |
Label | Label is the text name displayed on the button. |
Name | Name attribute specifies the API name of the button. |
Left Icon | Allows user to select the icon on left side of button label. Reference: Icons |
Right Icon | Allows user to select the icon on right side of button label. Reference: Icons |
Variant | Allows users to set and show buttons in different color formats. Reference: Variant Types |
Action | Here user can create multiple actions on Button. Reference: Actions |
Visible | Allows users to control button visibility based on selected criteria from the dropdown:
Note: the conditional filter is not available for Non-Record Page Reference: Filter Criteria |
Disable | Allows users to control the button's disabled state based on selected criteria from the dropdown:
Reference: Filter Criteria |
Sub Menu Button:
Submenu Attribute | Description |
---|---|
Label | Label is the text name displayed on the button. |
Name | Name attribute specifies the API name of the button. |
Sub Menu Position |
|
Buttons | Here users can add multiple buttons which they want to be in a button group. Reference: You can explore more about buttons config above. |
Icons:
Here user can select the icon 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.
Variant | Description |
---|---|
Neutral | Neutral is the default variant of the Button Group which is displayed in white color. |
Brand | It makes button variant to Blue color. |
Outline-brand | Outline-brand is highlight the label and border of Button. |
Destructive | It makes button variant to Red color. |
Success | It makes button variant to Green color. |
Text Destructive | Highlight the label of Button to Red in color. |
Actions:
Action Name | Description |
---|---|
Custom Component | This action allows users to add a custom component 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. |
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 disable
In addition to conditional-based filters, you can also select values from various sources to filter the data.
Static Filter 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:
Custom Metadata
Custom Setting
Record Field (available only in record page configuration)
Static Value
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. Note: By default the value source is selected as static. |
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. |