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How can I enable and disable case-edit page Merge case button as per filter criteria or anythingelseI would like to disable Merge Cases button of Case edit page if Case has certain status.

3 respostas
  1. 6 de set. de 2023, 12:50

    @Shamser Dhami Here are the steps,

    1. Go to the edit page and click the highlights panel

    2. Hit upgrade now

    3. Click migration if you want to go with the existing actions or start from scratch if you want to create a new action.

    4. Choose the action you want to apply the condition and Set the action visibility using the filter.

    5. That's it! Now you can see the Merge Case button based on the status.

    :) Don't forget to refer to this,

    More Support for Dynamic Actions (salesforce.com)

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