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Create Manage Clauses Button on the Managed Clauses Object

A Select Clauses button needs to be created so that users can reorder managed clauses.

A Manage Clauses button needs to be created on the Manage Clauses object so you can reorder Managed Clauses.

To create a Manage clause button on the Manage Clauses object:

  1. Click Setup.
  2. In the sidebar, navigate to Build > Create > Objects > Managed Clause > Buttons, Links, and Actions > New Button or Link.
  3. In the Label box, type the name of your button.
  4. For Display Type, select List Button.
  5. Un-check the checkbox for Display Checkboxes (for Multi-Record Selection).
  6. In the Behavior list, select Display in existing window without sidebar or header .
  7. In the Button or Link URL field,paste the following: {!URLFOR($Action.APXT_Redlining__Clause_Bundle__c.APXT_Redlining__Select_Clauses, null, [altId=thisObject.Id], false)} where thisObject.Id is the ID of the object on which you want to add the button like Opportunity.ID
  8. Click OK > Save.