Understanding the List View Button Layout

Oct 13, 2025 by pinkandtrash.com 12 views

Introduction

As a Salesforce administrator, you may have encountered situations where you want to customize the user interface of your standard objects, such as the Quote object. One common requirement is to hide the New Quote button from the List View, which can be achieved through various methods. In this article, we will explore the different approaches to hide the New Quote button from the List View, including the alternative methods when the List View Button Layout is not enabled.

Understanding the List View Button Layout

Before we dive into the solutions, it's essential to understand the List View Button Layout. The List View Button Layout is a feature in Salesforce that allows you to customize the buttons displayed in the List View of a standard object. However, not all standard objects have this feature enabled. In the case of the Quote object, the List View Button Layout is not enabled, which means we need to explore alternative methods to hide the New Quote button.

Method 1: Using the List View Button Layout

If the List View Button Layout is enabled for the Quote object, you can follow these steps to hide the New Quote button:

Go to Setup: Navigate to the Setup menu in Salesforce and search for "List View Button Layout" in the Quick Find box.
Select the Quote Object: Click on the "List View Button Layout" link and select the Quote object from the list of available objects.
Remove the New Quote Button: In the List View Button Layout page, click on the "New Quote" button and click the "Remove" button to remove it from the layout.

Method 2: Using a Custom Button

If the List View Button Layout is not enabled for the Quote object, you can create a custom button to hide the New Quote button. Here's how:

Create a Custom Button: Go to the Setup menu and search for "Custom Buttons" in the Quick Find box. Click on the "Custom Buttons" link and click the "New Button" button.
Select the Quote Object: In the Custom Button page, select the Quote object from the list of available objects.
Add a Custom Button: Click on the "Add a Custom Button" button and enter a name and label for the button. You can also add a button image if desired.
Use a Visualforce Page: In the Custom Button page, click on the "Visualforce Page" link and create a new Visualforce page. In the Visualforce page, use the following code to hide the New Quote button:

<apex:page>
    <apex:sectionHeader title="Quote List View" />
    <apex:pageBlock>
        <apex:pageBlockSection>
            <apex:pageBlockSectionItem>
                <apex:outputPanel>
                    <apex:outputLink value="{!URLFOR($Action.Quote.New)}" styleClass="slds-button slds-button--neutral slds-button--brand">
                        <apex:outputText value="New Quote" />
                    </apex:outputLink>
                </apex:outputPanel>
            </apex:pageBlockSectionItem>
        </apex:pageBlockSection>
    </apex:pageBlock>
</apex:page>

Assign the Custom Button: In the Custom Button page, click on the "Assign" button and select the users or roles that should have access to the custom button.

Method 3: Using a Custom Controller

Another approach to hide the New Quote button is to create a custom controller that extends the standard Quote controller. Here's how:

Create a Custom Controller: Go to the Setup menu and search for "Custom Controllers" in the Quick Find box. Click on the "Custom Controllers" link and click the "New Controller" button.
Select the Quote Object: In the Custom Controller page, select the Quote object from the list of available objects.
Extend the Standard Controller: In the Custom Controller page, click on the "Extend" button and select the standard Quote controller.
Override the getButtons() Method: In the custom controller, override the getButtons() method to remove the New Quote button. Here's an example:

public class CustomQuoteController extends QuoteController {
    public List<Button> getButtons() {
        List<Button> buttons = super.getButtons();
        buttons.remove(new Button('New'));
        return buttons;
    }
}

Assign the Custom Controller: In the Custom Controller page, click on the "Assign" button and select the users or roles that should have access to the custom controller.

Conclusion

Frequently Asked Questions

As a Salesforce administrator, you may have questions about hiding the New Quote button from the List View. Here are some frequently asked questions and their answers:

Q: Why can't I find the List View Button Layout for the Quote object?

A: The List View Button Layout is only available for objects that have this feature enabled. If the List View Button Layout is not enabled for the Quote object, you will not be able to find it in the Setup menu.

Q: Can I use a custom button to hide the New Quote button?

A: Yes, you can use a custom button to hide the New Quote button. However, you will need to create a Visualforce page and assign it to the users or roles that should have access to the custom button.

Q: How do I create a custom button to hide the New Quote button?

A: To create a custom button to hide the New Quote button, follow these steps:

Go to the Setup menu and search for "Custom Buttons" in the Quick Find box.
Click on the "Custom Buttons" link and click the "New Button" button.
Select the Quote object from the list of available objects.
Add a custom button and enter a name and label for the button.
Use a Visualforce page to hide the New Quote button.

Q: Can I use a custom controller to hide the New Quote button?

A: Yes, you can use a custom controller to hide the New Quote button. However, you will need to extend the standard Quote controller and override the getButtons() method.

Q: How do I create a custom controller to hide the New Quote button?

A: To create a custom controller to hide the New Quote button, follow these steps:

Go to the Setup menu and search for "Custom Controllers" in the Quick Find box.
Click on the "Custom Controllers" link and click the "New Controller" button.
Select the Quote object from the list of available objects.
Extend the standard Quote controller and override the getButtons() method.

Q: Will hiding the New Quote button affect the functionality of the Quote object?

A: Hiding the New Quote button will not affect the functionality of the Quote object. The button will simply be removed from the List View, and users will still be able to create new quotes through other means.

Q: Can I hide the New Quote button for specific users or roles?

A: Yes, you can hide the New Quote button for specific users or roles. To do this, you will need to assign the custom button or custom controller to the users or roles that should have access to the button.

Q: How do I troubleshoot issues with hiding the New Quote button?

A: If you encounter issues with hiding the New Quote button, try the following:

Check that the List View Button Layout is enabled for the Quote object.
Verify that the custom button or custom controller is correctly assigned to the users or roles.
Check the Visualforce page or custom controller code for errors.
Contact Salesforce support for further assistance.

Conclusion

Hiding the New Quote button from the List View can be a useful customization for Salesforce administrators. By following the methods outlined in this article, you can hide the button and provide a more streamlined user experience for your users. If you have any further questions or need additional assistance, please don't hesitate to contact us.