Webmerge-custom-button

Steps to add custom button in Webmerge extension

• Click the Settings Icon(Setup) -> Customization -> Modules -> Select the Module to which the Custom Button have to be create -> Layout -> Links and Buttons -> Create New Button. Give the Name of the Button (For Ex: Webmerge).

• Add Description if you want.

• Select the button to be placed.

• Select "Invoke a URL" to perform the action.

• Given the below URL in Construct Your URL :

  • https://extensions.zoho.com/plugin/webmerge/handler?action=mergeDocumentPage&module=ModuleName&rec_id=${Module.ModuleId}
  • For Ex : https://extensions.zoho.com/plugin/webmerge/handler?action=mergeDocumentPage&module=Lead&rec_id=${Lead.LeadId}

• Select the button on Where to show the content of the button action.

• Select Which Profiles to show this action.

• Click Save.