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            Add an Action to Create Visits from Application Record Pages

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            Add an Action to Create Visits from Application Record Pages

            Add the Create Visit button to business and individual license application pages to easily create a visit for an inspection.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create custom buttons or links: Customize Application
            1. From Setup, in Object Manager, select Business License Application.
            2. Under Buttons, Links, and Actions, click New Action.
              1. For Action Type, select Create Record.
              2. For Target Object, select Visit.
              3. For Label, enter Create Visit, and then press Tab to automatically populate the name.
            3. Save your changes.
            4. Add the Create Visit quick action to the business license application page layout.
              1. Select Page Layouts.
              2. Select a business license application layout.
              3. Select Mobile & Lightning Actions, and then drag the Create Visit quick action into the Salesforce Mobile and Lightning Experience Actions section.
              4. Save your work.
            5. Repeat to create a Create Visit quick action on individual application pages.

            See Also

             
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