7.1. Create buttons on the Lightning record page

Create buttons on the Lightning record page.

 

Create Lightning component buttons

Open the record detail page of the target object and click the "Edit" button to open the Lightning record page.

Or, open the Lightning record page from Settings > Object Manager > Target Object > Lightning record page.

 

Drag and drop "ofcForRecordPage" in "Custom - Manage" on the left sidebar to the position where you want the button to appear.

For Office File Creator Ver.1, select "officefileCreatorCmp".

 

Select the placed component, enter various values, and click "Save". 10 buttons can be placed in one Lightning component.

If you are modifying a Lightning page for the first time and have not activated the Lightning page, click the "Activate" button to activate it.

 

Settings

Field Contents
Title Component Title

e.g. Documents
Icon Icon of the component. Enter in the format "Icon Type:Icon Name", all lowercase.

e.g. standard:quotes
Success Message (default) Default message to be displayed after file output and saving is complete. If left blank, no message will be displayed.
Button Group Spacing between buttons when multiple buttons are placed.

  • Check On: No spacing between buttons.
  • Check Off: There is a space between buttons.
Button on same line as title Display position of the button when Title or Icon of the component is displayed.

  • Check On: The button is displayed on the same line as Title and Icon. When checked on, the button is right-aligned.
  • Check Off: The button is displayed on the next line of Title and Icon.
(Button 1) Label Button label name

e.g. Excel
(Button 1) Template Template Api name for OFC_Template record, must be entered if Label is set.
(Button 1) Save Sets how the file is saved.

  • Blank: Output to file
  • File: Save as a file in Salesforce by attaching a record.
  • Attachment: Save as an attachment in Salesforce by attaching a record.
(Button 1) Download If "file" or "attachment" is set to the "(Button 1) Save", set "true" to download the file in addition to saving the file.

  • true・・・Save file + download
  • false・・・Do not download

*Option for Ver.2.
(Button 1) Style Sets the style of the button from the selection list value. If left blank, neutral is applied.

  • base: Blue text (no border)
  • neutral: Blue text and a gray border on a white background
  • brand: White text on a blue background
  • outline-brand: Blue text and blue border on white background
  • destructive: White text on a red background
  • text-destructive: White background with red text and a gray border
  • success: White text on a green background
(Button 1) Icon Icon of the button. Enter in the format "Icon Type:Icon Name", all lowercase.

e.g. utility:download
(Button 1) Tooltip Text Tooltip text that appears when the mouse cursor hovers over a button.
(Button 1) Success Message Message to be displayed after file output/saving is complete.

If this field is left blank, "Success Message (default)" will be displayed.

To display multiple buttons, set (Button 2) through (Button 10) in the same manner as (Button 1). If you enter (Button XX) Label, be sure to enter (Button XX) Template.

 

 

About Icon

Refer to the Lightning Design System for the Icon name to be set. Select Icon Type from Utility, Doctype, Standard, Custom, or Action and enter it in the format "Icon Type:Icon Name". Set all in lowercase.

e.g. standard:quotes

e.g. utility:download

 

Style Sample

 

Sample screen after placing buttons

 

 

Reference

Icon samples for the document buttons & titles