Creating the Configure Products Button for RLS Flow
- Go to Setup > Object Manager and search for the Quote/Proposal object.
- Click Quote/Proposal. A quote details page is displayed.
- In the left menu, click Custom Fields & Relationships and then click New. The New Custom Field page is displayed.
- In the Step 1. Choose the field type page choose Formula as Data Type and click Next.
- In the Step 2. Choose the output type page, enter the flow name as required. For example,
Configure Products(RLS Flow)in the Field Label. For Formula Return Type, choose Text. - In the Step 3. Enter the formula page, copy the following formula and paste it under the Simple Formula tab. Click Check Syntax to validate the formula.
IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Conga_CCPQ__RLPCart?boid="&Id& "&flow=system&idp=Salesforce", IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products"),"_self"), NULL)Note:- Enter the name of your flow setting in the"flow" parameter in the above formula. In our example, it is "system".
- Update the "idp" parameter in the formula based on the org type. Use "Salesforce" for production orgs and "SalesforceSandbox" for sandbox orgs.
- Click Next.
- In the Step 4. Establish field-level security page, Select the profiles to which you want to grant edit access to this field via field-level security and click Next.
- Choose the page layouts on which you want to display this field and click Save.
Next Step:Enabling OAuth Settings
