Add Action From Page Layout to VMS Sync Submittals for
Another way you can add the VMS Submittal button action is through the page layouts.
- Navigate to .
- Select the object you would like to add the button to (EX: Job).
- Click Page Layouts.
- Select the page layout (EX: Permanent Job) you would like the VMS Submittal button to be on.
- If your Job has multiple page layouts, you can quickly identify which layouts you'll need to add the VMS Submittals button action to. For details, see Multiple Page Layouts.
- Click Mobile & Lightning Actions.
- In the Quick Find, enter "VMS Submittal".
- Select VMS Submittal and then drag and drop it to an Action layout (EX: Salesforce Mobile and Lightning Experience Actions).
- Click Save.
Best Practice: Confirm the button shows on the record (EX: In the top right corner of Job.)
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