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:
- Click Setup.
- In the sidebar, navigate to Object Manager > Managed Clauses > Buttons, Links and Actions.
- In the Label box, type the name of your button.
- For Display Type, select List Button.
- Un-check the checkbox for Display Checkboxes (for Multi-Record Selection).
- In the Behavior list, select Display in existing window without sidebar or header .
- In the Button or Link URL field,paste the following:
/apex/APXT_Redlining__Contracts?sfdc.tabName=#/UI/ClauseLibrary/ManagedClauses/{!thisObject.Id}/SelectClausewhere thisObject.Id is the ID of the object on which you want to add the button like Opportunity.ID - Click