An earlier post discussed in detail how you could write an HTML form and deploy it through Pulsar. This post is an extension of that discussion. You can not only define a tab on Pulsar home page but define a button on a particular record, so that the user can open the form from a particular record. The advantage of doing this is that the Record ID will be passed as an argument to the HTML file which can then be used to look up relevant information and display (without the user having to select the account). Here is how you can configure Pulsar Settings to do that. In this example, we are going to display the page from Account. Notice that it could be displayed on any object (just replace Account in the following setting with the API name of any object).
1. Find the Id of the document you wish to display on the Account page. The easiest way is to navigate to the document in the content libraries and record the DocumentID from the URL in the browser’s navigation bar.
For example:
https://na15.salesforce.com/sfc/#version?selectedDocumentId=069i0000001i3wP
2. Add a PulsarSetting with the following Key and use the DocumentId as the value.
Key: pulsar.layout.Account.doclist
Value: 069i0000001i3wP
This will add a button to the toolbar shown when you select an Account. You will see the name of the document in a popup list, and selecting that document will open the document.
3. Additional documents may be added to the setting, one per line or separated by commas. If you would like to restrict this functionality to only certain Account record types, you would use the following syntax for the key.
Key: pulsar.layout.Account..doclist
Here is what it will look like on the toolbar.
