Add a button to open a project planner

A button can be added to each project page that opens the project planner in a new tab, so a user has the ability to open the planner in a new window while keeping the project open in another window.

CREATE A NEW POPOUT PLANNER BUTTON

1. From the Setup menu navigate to Object Manager > Projects.
2. On the Project object page click Buttons, Links, and Actions.
3. Click New Button or Link.
4. Enter the following attributes for the new custom button.
   • Enter a Label for the name of your button that will be visible to your users (i.e. “Popout Planner”)
   • Enter the API value for the Label in the Name field.
   • Select Detail Page Button as the Display Type.
   • Select Display in new window for the button’s behavior.
   • Select URL as the button’s content source.
5. In the URL Formula window enter the following formula:

/apollo/Studio.app?projectId={!apollo__Project__c.Id}&height=900&viewMode=New

6. Click Save.

ADD THE BUTTON TO A PAGE LAYOUT

1. From the Setup menu navigate to Object Manager > Projects.
2. On the Project object page click Page Layouts and select the page layout that the new button will be added to.
3. In the Field Selector click Buttons and drag the new button onto the page layout under Custom Buttons.
4. Click Save.