Admin Guide - Change Project Default View

By default, when you click on a Project to view it, Inspire Planner takes you to the Project Interface where you are able to view the Project Schedule. 
 

This article will walk you through how to change the default viewing behavior for projects. When you click on a project, instead of launching directly into the Inspire Planner Project Interface, users will be launched into the standard Salesforce page. Users can then launch the Inspire Planner Project Interface using a custom button. This article will also guide you through creating a custom button to launch Inspire Planner.

• Steps for Salesforce Lightning
• Steps for Salesforce Classic

Steps for Salesforce Lightning

This section will walk you through how to change your Project view settings and create a custom button in the Salesforce Lightning environment.

Change Project View Settings

This section will walk you through how to change your Project view settings so that when you click on a Project, it goes to the standard Salesforce page.

1. Click on the Gear icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager. Scroll through the list of Objects and click on Project.
   
   
    
3. Go to Buttons, Links and Actions. Then, click on the dropdown arrow beside View and click on Edit.
   
   
    
4. Update the Override Properties to reflect the following:
    
   • Salesforce Classic Override: Standard page
   • Lightning Experience Override: Use the Salesforce Classic override
     
     Then click on Save.
     
     

Create Custom Inspire Planner Button 

This section will walk you through how to create a custom button which will launch the Inspire Planner Project Interface.
 

1. Click on the Gear icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager. Scroll through the list of Objects and click on Project.
   
   
    
3. Go to Buttons, Links and Actions. Then, click on New Button or Link.
   
   
    
4. Create a new button with the details below. You can name the button according to your preference.  Set the Display Type to "Detail Page Button".
   
   It is important that you define the correct URL for the button.
    

No Custom Domain:

Paste the following URL if you do not have a custom domain configured:  

https://inspire1.na55.visual.force.com/apex/InspireTasks?&id={!inspire1__Project__c.Id}

You will need to modify the highlighted value to reflect your Salesforce server (instance). You can find this by navigating to the Home tab and reviewing the URL in your browser's address bar. For example: https://na55.salesforce.com/home/home.jsp
 

With Custom Domain

Paste the following URL if you have a custom domain configured:

https://inspireassociates--inspire1.na55.visual.force.com/apex/InspireTasks?id={!inspire1__Project__c.Id}

Modify the first highlighted value with your custom domain name (inspireassociates is used in the example above).  Then you will need to modify the second highlighted value to reflect your Salesforce server (instance).  You can find this by navigating to Company Information in Settings (in Setup, enter 'Company Information' in the Quickfind box. In Organization Detail, look for "Instance". This is your Salesforce server). Replace the second highlighted value with this value.


 

5. Click on Save.
    
6. Next, click on the Window Open Properties button.
   
   
    
7. From here, you can define your preferences for the new window where the Inspire Planner Project Interface will be launched in. Click on Save when finished.
   
   
    
8. Now that your button is ready, you need to add it to your Project page layout.  From the Project object, click on Page Layouts. Then, click on the dropdown arrow to the right of your desired page layout and click on Edit.
   
   
    
9. From the page layout editor, select Buttons from configuration panel.  Then locate your button and drag to the Custom Buttons area. Click on Save.
   
   

Now test and confirm your button works as expected.  Now you're on your way! 

Steps for Salesforce Classic

This section will walk you through how to change your Project view settings and create a custom button in the Salesforce Classic environment.

Change Project View Settings

This section will walk you through how to change your Project view settings so that when you click on a Project, it goes to the standard Salesforce page.

1. Click on the dropdown arrow beside your username at the top right corner and go to Setup.
   
   
    
2. In the menu on the left, under App Setup expand Create and click on Objects.
   
   
    
3. From the list of Custom Objects, click on Project.
   
   
    
4. Scroll down through the page and go to the section called Buttons, Links, and Actions. Click on Edit beside View.
   
   
    
5. Update the Override Properties to reflect the following:
    
   • Salesforce Classic Override: Standard page
   • Lightning Experience Override: Use the Salesforce Classic override
     
     Then click on Save.
     
     

Create Custom Inspire Planner Button 

This section will walk you through how to create a custom button which will launch the Inspire Planner Project Interface.

1. Click on the dropdown arrow beside your username at the top right corner and go to Setup.
   
   
    
2. In the menu on the left, under App Setup expand Create and click on Objects.
   
   
    
3. From the list of Custom Objects, click on Project.
   
   
    
4. Scroll down through the page and go to the section called Buttons, Links, and Actions. Click on New Button or Link.
   
   
    
5. Create a new button with the details below. You can name the button according to your preference.  Set the Display Type to "Detail Page Button".
   
   It is important that you define the correct URL for the button.
    

No Custom Domain:

Paste the following URL if you do not have a custom domain configured:  

https://inspire1.na55.visual.force.com/apex/InspireTasks?&id={!inspire1__Project__c.Id}

You will need to modify the highlighted value to reflect your Salesforce server (instance). You can find this by navigating to the Home tab and reviewing the URL in your browser's address bar. For example: https://na55.salesforce.com/home/home.jsp
 

With Custom Domain

Paste the following URL if you have a custom domain configured:

https://inspireassociates--inspire1.na55.visual.force.com/apex/InspireTasks?id={!inspire1__Project__c.Id}

Modify the first highlighted value with your custom domain name (inspireassociates is used in the example above).  Then you will need to modify the second highlighted value to reflect your Salesforce server (instance).  You can find this by navigating to Company Information in Settings (in Setup, enter 'Company Information' in the Quickfind box. In Organization Detail, look for "Instance". This is your Salesforce server). Replace the second highlighted value with this value.
 

6. Click on Save.
    
7. Next, click on the Window Open Properties button.
   
   
    
8. From here, you can define your preferences for the new window where the Inspire Planner Project Interface will be launched in. Click on Save when finished.
   
   
    
9. Now that your button is ready, you need to add it to your Project page layout.  From the Project object, scroll down the page and go to the section called Page Layouts. Then, click on Edit beside your desired page layout.
   
   
    
10. From the page layout editor, select Buttons from configuration panel.  Then locate your button and drag to the Custom Buttons area. Click on Save.
    
    

Now test and confirm your button works as expected.  Now you're on your way!