May 17, 2013

How to add custom button to related list in Salesforce?

1. Create a List Custom button on child object.


2. Go the parent object.

3. Edit the page layout.

4. Go to related list.

5. Click 'Settings' icon.


6. Select the button to be displayed.



7. Click 'Save'.


Cheers!!!

4 comments:

  1. Hi, how can I add an action button in a related list in standard object which triggers flow to create custom object?

    Thank you in advance.

    ReplyDelete
    Replies
    1. You cannot use Auto Launched flow.
      The flow must be active and of type “Screen Flow” or “Field Service Mobile Flow”. Check the below link
      https://help.salesforce.com/articleView?id=flow_distribute_internal_action.htm&type=5
      For List Button, check https://www.infallibletechie.com/2020/03/how-to-call-flow-from-related-list.html

      Delete
  2. Hi,
    Can we add a list button (OnClick JavaScript) button in related list in lightning ?
    I am unable to do so.

    ReplyDelete
    Replies
    1. It is not supported - https://success.salesforce.com/ideaView?id=08730000000cGX8AAM
      Create a quick action with Lighting Component. Call your JavaScript from the lightning component.

      Delete