Set up AgilePoint Process History in Salesforce

Prerequisites

• AgilePoint NX App for Salesforce is installed.

How to Start

1. In your Salesforce tenant, click Setup.
2. In the Build pane, select your Salesforce object.

Procedure

1. On the Build pane, in your Salesforce object, click Button, Links and Actions.
2. Click New Button or Link.
3. On the Custom Button or Link Edit screen, in the Label field, enter the label to show on the button.
4. In the Name field, enter the name for your button.
5. In the Display Type list, select Detail Page Button.
6. In the Behavior list, select Display in existing window with sidebar.
7. In the Content Source list, select URL.
8. In the Formula field, enter this formula.

   /apex/AgilePoint__WorkflowHistory?recordID={!CASESAFEID([object ID])}

   Example:

   /apex/AgilePoint__WorkflowHistory?recordID={!CASESAFEID(Opportunity.Id)}

9. Click Check Syntax button to validate the formula.
10. Click Save.
11. On the Build pane, in your Salesforce object, click Page Layouts.
12. In the Object Page Layouts screen, click Edit for the page layout in which to show the button.
13. In the Page Layout Editor, in the Fields pane, click Buttons.
14. Drag your button from the Mobile & Lightning Actions pane and drop it in the Salesforce Mobile and Lightning Experience Actions field.

    This step applies to the Lightening Layout in Salesforce. For the Classic Layout:

    • Drag your button from the Buttons pane and drop it in the Custom Buttons field.
15. Click Save.