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Custom Button at Row Level in Sales Transaction Line Editor – Revenue Cloud

 

Hi everyone,

I’m working with the Sales Transaction Line Editor (STLE) in Salesforce Revenue Cloud and would like to know if it is possible to add a custom button/action at the row level for each transaction line.

For example, I would like to have a custom button or action available on each individual row in the Sales Transaction Line Editor that can trigger custom logic.

Has anyone implemented something similar? If yes, could you please share the recommended approach or any documentation/examples for extending or customizing the row-level actions in STLE?

Any guidance would be greatly appreciated. Thank you! 

 

#Salesforce Revenue Cloud  #Salesforce Developer

1 Antwort
  1. 11. Aug., 09:35

    @Akshita . Unfortunately, this is not supported as of now. The Sales Transaction Line Editor (STLE/TLE) supports customization of action buttons at the header level only

    , and does not provide an option to add custom actions at the individual row level.  

    Additionally, the header-level actions are currently limited to the

    standard actions supported by Salesforce

    . There is no configuration option available to define a custom action or invoke custom logic from these buttons.  

    Therefore, if the requirement specifically needs a

    custom action for each transaction line

    , it would require a separate/custom UI approach rather than extending the standard STLE.  

     

    Ref:

    https://help.salesforce.com/s/articleView?id=ind.qocal_configure_placement_of_action_buttons.htm&type=5

     

     

    Kindly mark this as best answer if it's find useful. 

     

    Thanks, 

    Anandh T

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