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Buttons Creation

You can use the template flows or adjust them based on your use case to create buttons on any object in Salesforce. The buttons can be added to a List view or on the Record page of the Account. 

Steps to create a list button:

  • Navigate to “Object Manager” in Salesforce and select the object for which you want to create the button
  • Select “Buttons, Links, and Actions” and choose
  • Fill in the mandatory fields and pick “List Button” for Display Type

  • To reference the flow, copy and paste the URL of the flow under this section.

Note: The URL of the flow is under Setup-> Flow-> View details and Versions-> URL

  • Click the “Save” button
  • Add the button under “List View Button Layout” for that object

Steps to create a record button:

  • Navigate to “Object Manager” in Salesforce and select the object for which you want to create the button
  • Select “Buttons, Links, and Actions” and choose
  • Enter Action information as follows:
    • Action Type= Flow
    • Flow= Select the Packaged Flow or the newly created Cloned Flow
    • Add a Label and a Name

  • Click on “Save.”
  • Add the button to the desired Page Layout

Steps to create a button without the preview:

Very important note: We have noticed that the flow will take some time to load the preview of the print. The print preview is a preview of the label that is going to be printed. If you want to speed up the process, create a Link button by following these steps:

  • Navigate to Object Manager and select the Object
  • Select  “Buttons, Links, and Actions”
  • Create a new button by clicking on the “New button or Link” button
  • Add the information as shown below:

  • Print without user input

/flow/Ascent_LB/Bartender_Print_Label_with_default_values?printWithPreview=0

  • Print with user input

/flow/Ascent_LB/Bartender_Print_Label_with_User_Input?printWithPreview=0

Note: The variable printWithPreview=0, means that this variable is set to “False” in the flow, therefore, the preview is skipped. 

If the button is created as instructed above, the flow will skip the print preview component and print the label immediately.

 

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