Limiting Clause Bundle Selection Based on Salesforce Field Data
- In Salesforce, navigate to the Object Manager.
- Search for "Contract" in the Quick Find search bar.
- Click Contract Agreement.
- Click Buttons, Links, and Actions.
- Click New Button or Link.
- Fill in the required fields for your new button. For example:
Option Description Label Customized Select Clause Bundle Name This will automatically populate with what you entered in the label field. Display Type Detail Page Button Behavior Display in existing window without sidebar or header Content Source URL Button URL The following is an example of a button URL you can enter with multiple filter criteria:
In this example URL there are five existing conditions.{!URLFOR( $Action.Contract.APXT_Redlining__Select_Clause_Bundle , null, [altId=APXT_Redlining__Contract_Agreement__c.Id,name ='AR',APXT_Redlining__CustomTextfield__c =TEXT(APXT_Redlining__Contract_Agreement__c.APXT_Redlining__Type__c),APXT_Redlining__CustomPicklist__c ='Value1', APXT_Redlining__CustomCheckbox__c = 'false', APXT_Redlining__CFS_QuickStart_Example__c = 'true' ], false)}Name = "AR", the pre-existing name field.
APXT_Redlining__CustomTextfield__c=TEXT(APXT_Redlining__Contract_Agreement__c.APXT_Redlining__Type__c)is the pre-existing Contract Agreement type.APXT_Redlining__CustomPicklist__c ='Value1', is a custom field you created.APXT_Redlining__CustomCheckbox__c = 'false' (custom field created) is a custom field you created.APXT_Redlining__CFS_QuickStart_Example__c = 'true'is the pre-existing read only field.
The supported field types for the filters are: text, boolean, and picklist. All the filters will be added as an AND operator. If you use a text field, then it is used as contains in the filter field. Picklists are treated as exact values.
- Click Save.