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Spring 2019 NOTE: we recommend that you use SFDC Quick Actions, but PSL custom buttons will continue to be supported.

...

Enable Custom buttons

Name: Enable Custom Buttons
Key: pulsar.detail.custombuttons.show
Value: TRUE
Define the labels and identifiers for each custom button action.

Name: Object Name - custom button
Key: pulsar.<Object API Name>[.<Record Type Friendly Name or "default">].buttons
Value: Newline separated list of "button_Id:Label" pairs. Labels can contain spaces, button id's cannot contain spaces. See the example below.

EXAMPLE:

Name: Event custom buttons
Key: pulsar.event.default.buttons
Value: Start_Visit:Start Visit
End_Visit:End Visit
Display_Contact:Display Contact
Create_Call_Record:Create Call Record
View_Call_Record:View Call Record

Now define each individual button action using PSL:

Name: Object Name - Button_Id - Action
Key: pulsar.buttonActions.<Object API Name>.button_id
Value: PSL. See examples below.

EXAMPLES:

Name: Event - Start_Visit - Action
Key: pulsar.buttonActions.Event.Start_Visit
Value: See code below. The code checks if the visit Is_Started flag is set, and if not, saves the current location and sets the flag, informing the user that the visit has started.

Code Block

DEFAULT{ 
Action=SetVar; 
VarName=Is_Started; 
VarValue=Is_Started__c; 
| 
Action=SqlQuery; 
QueryString=SELECT CASE WHEN '%%Is_Started%%' = 'TRUE' THEN 1 ELSE 0 END AS IsEventStarted; 
QueryReturnFields=IsEventStarted; 
QueryTest=%%IsEventStarted%%=1; 
QueryTestTrue=EVENT_ALREADY_STARTED; 
| 
Action=SetField; 
FieldType=TimeStamp; 
FieldName=StartDateTime; 
| 
Action=SetField; 
FieldType=General; 
FieldName=Is_Started__c; 
FieldValue=TRUE; 
|
Action=SetLocation; 
LocationType=DeviceLocation; 
FieldName=Event_Location__c;
|
Action=Alert; 
Message=Visit Has Been Started; 
} 

EVENT_ALREADY_STARTED{ 
Action=Alert; 
Message=Visit has already started. You can only start the visit once; 
}

Name: Event - Create_Call_Record - Action

Key: pulsar.buttonActions.Event.Create_Call_Record

Value: See code below. The code checks if a Call Record has already been recorded for the current Event, and if not, creates the new Call Record by mapping field values from the current Event.

Code Block

DEFAULT{ 
Action=SetVar; 
VarName=Event_Id; 
VarValue=Id; 
| 
Action=SqlQuery; 
QueryString=Select COUNT () AS Count_Call_Records FROM Call_Record__c WHERE Related_Event__c = '%%Event_Id%%'; 
QueryReturnFields=Count_Call_Records; 
QueryTest=%%Count_Call_Records%%>0; 
QueryTestTrue=DISPLAY_MESSAGE; 
| 
Action=CreateAndMapFields; 
ActionShouldComplete=TRUE; 
ObjectType=Call_Record__c; 
Related_Event__c=Id; 
WhatId__c=WhatId; 
WhoId__c=WhoId; 
Subject__c=Subject; 
Description__c=Description; 
Start_Date_Time__c=StartDateTime; 
End_Date_Time__c=EndDateTime; 
} 

DISPLAY_MESSAGE{ 
Action=Alert; 
Message=You have already created a call record for this Event; 
}

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Name	Custom Buttons Icon
Key	pulsar.layout.{sobjectType}.customButtons.icon
Value
Default Value (if any)
Compatibility	iOS Windows Android
Description	No value is needed, but attach a PNG file to this setting and that will be used as the custom buttons icon. Otherwise the default (...) horizontal ellipsis is used.
Notes/Comments/Examples

Name

Controlling Visibility of Custom Buttons with PSL Logic

Key

pulsar.<Object API Name>[.<Record Type Friendly Name or "default">].buttons.listitems

Value

Default Value (if any)

Compatibility

 iOS
 Windows
 Android

Description

OPTIONAL

The value of this setting should be valid PSL (Pulsar Settings Language (PSL)) and should result in a SetResult PSL Action that sets the result value to a string in the format expected by the pulsar.<Object API Name>[.<Record Type Friendly Name or "default">].buttons setting.

Notes/Comments/Examples

Code Block

DEFAULT{
Action=SetVar;
VarName=ShowOriginalOrder;
VarValue="FALSE";
|
Action=SqlQuery;
QueryString=SELECT '%%ShowOriginalOrder%%' as BoolVal;
QueryReturnFields=BoolVal;
QueryTest='%%BoolVal%%'='TRUE';
QueryTestTrue=ORIGINAL_ORDER;
QueryTestFalse=REVERSE_ORDER;
}

ORIGINAL_ORDER{
Action=SetResult;
Result=Launch_Yahoo:Launch Yahoo
Launch_Skype:Launch Skype
Launch_News:Launch News
Launch_SIP:Share In Pix;
}

REVERSE_ORDER{
Action=SetResult;
Result=Launch_Skype:Launch Skype
Launch_News:Launch News
Launch_SIP:Share In Pix
Launch_Yahoo:Launch Yahoo;
}

Versions Compared

Old Version 13

New Version 14

Key