Creating object-specific actions

Creating object-specific actions lets users create records that are automatically associated with a related record. To create an object-specific action perform the following steps:

  1. Navigate to Name | Setup | App Setup | Customize | Object | Buttons, Links, and Actions.
  2. Click on the New Action button.
  3. Select the action type (create a record or custom action).
  4. To create a record, select the type of object to create—if there is more than one record type for that object—and then select the record type for this action.
  5. For custom action, select a Visualforce page and specify the height of the action window.
  6. Type a label for the action. Users will see this text for the action in the publisher menu.
  7. Enter the name; this name will be used in API calls or managed packages.
  8. Type a description for the action.
  9. Optionally, you can change the icon.
  10. Click on Save.

    Note

    If you delete an action, it is automatically removed from all layouts it's assigned to.

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