Custom Guided Wizard
Button URL Structure
Invoice
5min
basic url structure button url /lightning/cmp/bw payments recordview? c originating record={!salesforce record id} \&c parent account=field api name c \&c txn type=invoice please note that the only field that should contain a salesforce id is the originating record field additionally, this is the only field containing brackets, {} all other fields will contain the api name of the field without brackets the api name is easiest copied from the salesforce setup page, which shows all the fields on the originating object invoice level fields field name data type description c originating record salesforce record id it should be a record id c parent account string hold the field api name as a text reference to the account c txn type text holds the type of transaction, and the possible values are (subscription, invoice) as we know, we will choose the invoice lines manually when creating an invoice but if you want to pre populate invoice lines, you can achieve that by configuring the button and specifying the child object and the fields that the child object should use button structure with child object configuration button url /lightning/cmp/bw payments recordview? c originating record={!salesforce record id} \&c parent account=field api name c \&c child relationship name=relationshipname \&c line id=field api name c \&c line quantity=field api name c \&c txn type=invoice please note that we do not use the object's api name; we use the child relationship name this is because sometimes you will have multiple lookup fields from the child to the parent record, and we don’t know which one to use thus, you must specify the child object by using the child relationship name line item level fields field name data type description c line id string hold the field api name, which helps identify the processor price id c line quantity string hold the field api name, which helps identify the quantity of the products chosen a sample button url for order button url /lightning/cmp/bw payments recordview ?c originating record={!order id} \&c parent account=accountid \&c child relationship name=orderitems \&c line id=item id c \&c line quantity=quantity \&c txn type=invoice