Steps for Creating Custom Link/Button/List Button URL Manually

Modified on Fri, 17 Feb, 2023 at 8:07 PM

Details of Custom Link/Button/List Button URL

In case you would like to create the FTP Attachments Link/Button/List Button Manually kindly

follow the step mentioned in the document.

Understanding the URL

There are 4 actions performed on an attachment using FTP Attachments: Attach, View, Update

and Delete

Attach:

This action will attach a file to the object. For creating attach link/button/list button you can use

below URL .

https://ap4.salesforce.com/apex/ENZ__LightningEval?URLToBeRedirect=https://app.ftpattachments.com/sforce/ftp/Attach.aspx&FieldName=ENZ__Account__c&FieldValue={!Account.Id}&Folder={!Account.Id}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_90}

But need to do changes in some place as per requirement.

1. The yellow highlight depicts the application server name, in case you are using the Trial version using Orektic application server you need not update the server name.

2. The Blue highlight depicts the Object name, kindly enter your Custom Object name here.

3. The Green highlight depicts the Object Id, enter your Custom Object Id here.

* Kindly follow the above steps for Update URL below.

Update:

For creating Update link/button/list button you can use below URL .

https://app.ftpattachments.com/sforce/ftp/Attach.aspx?FieldName=Parent__c&FieldValue={!EN

Z__FTPAttachment__c.Id}&OrgID={!Organization.Id}&SFUrl={!API.Partner_Server_URL_9

0}&SFSessionID={!API.Session_ID}

View:

For creating View link/button/list button you can use below URL.

https://app.ftpattachments.com/sforce/ftp/Download.aspx?ID={!ENZ__FTPAttachment__c.Id}&VersionI

D={!ENZ__FTPAttachment__c.ENZ__LastVersionID__c}&OrgID={!Organization.Id}&SFUrl

={!API.Partner_Server_URL_90}&SFSessionID={!API.Session_ID}

1. The yellow highlight depicts the application server name, in case you are using the Trial

version using Orektic application server you need not update the server name.

Delete:

For creating Delete link/button/list button you can use below URL .

https://app.ftpattachments.com/sforce/ftp/Delete.aspx?ID={!ENZ__FTPAttachment__c.Id}&OrgI

D={!Organization.Id}&SFUrl={!API.Partner_Server_URL_120}&SFSessionID={!API.Sessio

n_ID}

1. The yellow highlight depicts the application server name, in case you are using the Trial

version using Orektic application server you need not update the server name.

Steps to create the Link/Button

Step 1:

From Setup in your Salesforce account, click Create | Objects
Scroll down to the Buttons, Links, and Actions section and click New Button or Link.

Note: Here for demo purpose we are using test object.

Click the object name as highlighted in the image below.

Fig: 1

Step 2:

This will open the Define Custom Object page. Scroll Down to Custom Buttons and Links section and click on New button as highlighted in the image below.

Fig: 2

Step 3: Here you can create New Button/Link. To create List Button follow Steps to create the List Button given below.

In the Label field, enter the label for the link which will display on your page layout.
For Display Type choose Detail Page Button/Link.
For Behavior choose Display in new window.
For Content Source choose URL.
Copy the URL as mentioned above in the Details of Custom Link/Button/List Button URL section of the document and paste in the box as highlighted below.
Click on Save button to save the Link/Button.

Fig: 3

Step 4:

Once you click on save button. One message as a pop will appear "The new custom link will not be displayed to users until you add it to the page layout.".
Click on Ok.

Fig: 4

Step 5: Add the custom link (testAttach) to an Object test page layout.

From Setup, click Create | Object (Here test object) | Page Layouts.
Click Edit for the page layout.
Click on Custom Link.
Drag the testAttach link to the Custom Link Header of the page layout, then click Save.(Refer Fig: 5 & 6)

Fig: 5

Fig: 6

Step 6: Find the custom link (testAttach) on Pagelayout in Custom Links section.

Fig: 8

Step 7:

Click on the (testAttach)Custom Link.
Now you can start using this link for file upload.

Fig: 9

Steps to create the List Button

Step 1:

From Setup in your Salesforce account, click Create | Objects
Click on FTP Attachments Object.
Scroll down to the Buttons, Links, and Actions section and click New Button or Link.

Step 2: Here you can create New List Button.

In the Label field, enter the label for the link which will display on your layout. Here for demo purpose we have given FTPattachment
For Display Type choose List Button.
For Behavior choose Display in new window(as per users choice).
For Content Source choose URL.
Copy the URL as mentioned above in the Details of Custom Link/Button/List Button URL section of

the document and paste in the box as highlighted below.

Click on Save button to save the List Button.

Fig: 10

Step 3:

Once you click on save button. One message as a pop will appear "The new custom link will not be displayed to users until you add it to the page layout."
Click on Ok.

Fig: 11

Step 4: Add the Related List (FTPattachment) to an Object FTPAttachments page layout.

From Setup, click Create | Object (Here
FTPAttachments
object) | Page Layouts.
Click Edit for the page layout.
Click on Related List.
In FTPAttachments Related List Properties, select custom buttons to display on the related list on the page layout, then click OK.(Refer Fig: 12, 13, 14 & 15)
Click on Save.

Fig: 12

Fig: 13

Fig: 14

Fig: 15

Step 5:

Click on the (FTPattachment) List Button.
Now you can start using this link for file upload.

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