Slaesforce FAQ

how to hide button based on record detail salesforce

by Dejah Heidenreich DVM Published 2 years ago Updated 2 years ago
image

Go to any record detail page for which you want to hide buttons ("Edit/delete"). step 2. click on "Edit Layout" link at the upper right corner. step 3. drag & drop standard "Edit/Delete" button to the above section.

Go to a record of the object you want this implemented. In the top right corner hit the gear icon and hit edit page. Now that you're in Lightning Page Builder, review this documentation. It allows you to hide components based on criteria.Nov 25, 2021

Full Answer

How to hide buttons on a record detail page?

Go to any record detail page for which you want to hide buttons ("Edit/delete"). step 2. click on "Edit Layout" link at the upper right corner. step 3. drag & drop standard "Edit/Delete" button to the above section.

Is it possible to have different button styles in Salesforce?

HOWEVER, bear in mind that salesforce may change its styles at any moment and your code will be broken then. My advice is that, if it is possible, try to use standard things, as record types, to have different layouts with different buttons, as it is a much more elegant and strong solution.

Does quick action override the'new'button in Salesforce?

It won't override the 'New' button globally, but you can hide that where possible and replace it with your quick action. Once the record is created the fields displayed when viewing or editing would be driven by the page layout. Show activity on this post.

How to hide edit and delete button from standard detail page?

To hide edit and delete button from standard detail page follow the below steps. step 1. Go to any record detail page for which you want to hide buttons ("Edit/delete"). step 2. click on "Edit Layout" link at the upper right corner. step 3. drag & drop standard "Edit/Delete" button to the above section. step 4. click on save button.

image

How do I hide a button based on a condition in Salesforce?

You can't hide button but you can add validation on button and perform validation based on your requirement for Onclick Javascript Custom button.

How do I hide action buttons in Salesforce?

In the Salesforce Mobile and Lightning Experience Actions section, modify the buttons as necessary. To hide buttons, drag them to the palette. To add buttons, drag them from the palette to the Salesforce Mobile and Lightning Experience Actions section. Click Save.

How do I hide the button on the page layout in Salesforce?

In the original page layout editor, double-click the Detail Page Buttons item in the Button Section.To hide any standard button, deselect the checkbox next to the button name.To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove.More items...

How do I hide the Follow button in Salesforce?

Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.

How do I hide a new button in Salesforce?

To remove the standard new button from the list views, perform the steps below:Navigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. ... Once you're done, click on the Save.

How do you hide the button in the lightning component?

To hide the element, use the slds-hidden class. To make it visible again, use the slds-visible class. Note that .

How do I hide Save and New button in Salesforce?

Well, you can hide the 'Save & New' buttons using a script (ex: s-control). In the script, get the id if the button and On page load event, set the display of that button as 'none'. The S-control should be placed in the sidebar as homepage component.

What is Detail Page button in Salesforce?

Detail page link—Appears in the Links section of the record details on an object record page. Detail page button—Appears in the action menu in the highlights panel of a record page.

How do I create a detail page button in Salesforce?

Add the custom action to page layout Go to Page Layout related list. Select the edit option. Select Salesforce1 and Lightning Experience Actions from the panel. Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. Click Save.

How do you remove a button from a record Banner?

The only way to remove the button is to turn off Feed Tracking for that object under Setup > Feed Tracking.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

What is the use of follow button in Salesforce?

The 'Follow' button lets users see activity such as field changes, posts, tasks, and comments on records directly in their Chatter feed. To display it on record pages or list views (available in Salesforce Classic), enable Feed Tracking for the desired object.

Record Type Switching

Since the displayed page layout is based on the profile / record type you can in effect create two layouts one for a new record which is displayed when creating a new object, and another layout for viewing and editing an existing record. When a new record is saved use workflow or process builder to change the record type.

Page Overrides

If custom development is an option you can override the new / edit / view pages for a case independently allowing you to display different fields in each scenario. This requires creating a visualforce page and/or lightning component.

Quick Actions

With quick actions you can create a specific form for creating cases. It won't override the 'New' button globally, but you can hide that where possible and replace it with your quick action. Once the record is created the fields displayed when viewing or editing would be driven by the page layout.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9