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Conga Product Documentation

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Adobe Sign Services

Post-Installation Configuration

Customizing Action Button

To show the Send For Echosign custom button in the Action Panel in Lightning Mode, you need to configure the SendForEchosign_Custom action button. For using your own customized buttons in the action panel, you need to create custom formula fields with the required logic and add them to the agreement layout. To create a custom formula field for action, follow the naming convention outlined as under:

  1. Go to Setup > Object Manager > Agreement object.
  2. Click Fields and Relationships from the left navigation panel.
  3. Click New to create a new custom field.
  4. Select Formula data type and click Next.
  5. For Field Label, enter <action_name>_Custom. For example, to create a Send For Echosign button, enter SendForEchosign_Custom.
  6. The value in the field label is automatically copied as Field Name when you click anywhere outside the field.
  7. Select the Formula Return Type as Text and click Next.
  8. Enter the formula for the action button as per your requirement.

    The following is an example of the formula. If you want to see the Lightning user interface when working in Lightning mode, configure the Apttus_Echosign__LightningSelectAttachment page in the formula.

    Note:

    Example

    IF(OR(ISPICKVAL(Apttus__Status_Category__c,"In Authoring"), AND(ISPICKVAL(Apttus__Status_Category__c,"In Signatures"), ISPICKVAL(Apttus__Status__c,"Ready for Signatures")), AND(ISPICKVAL(Apttus__Status_Category__c,"In Signatures"), ISPICKVAL(Apttus__Status__c,"Signature Declined"))), IF(OR($User.UIThemeDisplayed == 'Theme4d', $User.UIThemeDisplayed == 'Theme4t', $User.UIThemeDisplayed == 'Theme4u'), HYPERLINK("/apex/Apttus_Echosign__LightningSelectAttachment?targetPageURL=/apex/Apttus_Echosign__EchoSignInfoEdit&id="&Id, IMAGE("/resource/Apttus_Echosign__eSignature","Send To Other Party For eSignatures"), "_self"), HYPERLINK("/apex/Apttus_Echosign__SelectAttachment?targetPageURL=/apex/Apttus_Echosign__EchoSignInfoEdit&id="&Id, IMAGE("/resource/Apttus_Echosign__eSignature","Send To Other Party For eSignatures"), "_self")), NULL)

    Note:

    To display an action button in the Action Panel, make sure that the formula entered for the custom formula field returns a non-null value. If the formula returns a Null value, the action button or field would be hidden in the Action Panel.

  9. Apply the field's access setting and page layout and click Save. Your action button is created.

    To learn how to create custom fields, refer to Salesforce Help Custom Fields | Salesforce .

Administrator Guide
Salesforce
Adobe Sign Services

December 20, 2024