Hiding Buttons on View Redlines Page
The View Redlines user interface in Conga Contracts for Salesforce has several actions available by default:
- Compare
- Open in Word
- Negotiate
- Send with Conga Sign
- True-Up
- Save PDF
Any of these buttons, except for Compare, can be hidden from the View Redlines page using URL parameters.
Create Custom View Redlines Button
Changing the parameter value to False will allow that button to show in the View Redlines interface. Alternatively, you can remove the parameter entirely. Omitting a parameter from the URL syntax provides that same functionality as using =false.
Use Case for Sales Users
BlueCube, Inc. wants Legal Users to have full access to the View Redlines interface but Sales Users to only be able to Compare versions. To accomplish this, BlueCube will create two custom View Redlines buttons:
In this example, the Sales User button will be:
{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePDF=true, disableSendwithCongaSign=true], false)}
The Legal User button will be:
{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id], false)}
Once the buttons are created BlueCube will use Salesforce functionality, preferably Dynamic Actions on a Lightning Page, to show/hide the proper buttons to Users.
