12

enter image description hereI have created a lightning component and assigned it to a custom case action. How to add this action to header near standard buttons.

  • I have added the action in Salesforce1 and Lightning Experience Actions section of page layout but it is shown in the feed section.
  • Case Close is my action I want it in the button section.
  • Please see How to Ask on getting the most from the Community. In particular, use edit to add a screen shot as well as illustrate how you configured the Custom case action. – cropredy Jan 24 '17 at 17:16
  • I am having the same issue. How did you get around this? – hvanmid Feb 19 '17 at 15:07
  • From what I have noticed, if you have a feed based layout for cases the actions will show up in chatter feed section. Else it will show up on top. Could you try that approach once? – Balanarayan NT Mar 2 '17 at 7:22
16
+25

There is a catch in case of cases and work orders objects when it comes to quick actions. In the article under Actions on record pages there is note that says

Actions on cases and work orders appear in a different way than on other records. On case and work order records, the page-level action menu contains custom buttons and supported standard buttons. Quick actions appear on the Feed tab.

For other objects, you can edit page in the Lightning Experience and then select Salesforce1 and Lightning Experience Actions from the selection panel. The panel states

Actions in this section are predefined by Salesforce. You can override the predefined actions to set a customized list of actions on Salesforce1 and Lightning Experience pages that use this layout....

Once you click override the predefined actions link, it will give you available actions for SF1 and lightning to use. And then position your lightning-action in your desired sequence, as shown below. enter image description here

I worked on the Account object for this example, it should be no exception for other objects, and this is what I got

enter image description here

It should be noted that you can't add more than three (3) viewable lightning-actions on the page, as shown in the picture above in green square You can display upto 10 actions on page layout, but other action will available when you click the drop-down next to the last button on the right. There is an idea on this to let users display more Action Buttons on Lightning Highlights Panel, you can upvote that if it affects you.

Edit

I have just come across this Page Layouts in Lightning Experience trailhead and it says

The highlights panel, which contains key fields for the record, is the only part of a record page that you can’t customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.

I just edited the highlights panel using page layout editor, strange. May be this trailhead content is old, if someone can put some light on this.

  • Thanks for the response. What you have said is working for Account layout but not for the Case layouts. – Venky Mar 2 '17 at 6:07
  • viewable lightning-actions on the page can be handled on Lightning App Builder and the limit is 10. – Venky Mar 2 '17 at 6:09
  • I have updated my answer for both of your points. Apparently you can't do that on Cases. If it is that much important, may be you can post an idea. – Mahmood Mar 2 '17 at 6:50
0

For our case, what we have done , is create a component that we add on our page layout, and this component will contains a set of buttons.

-2

I have just come across the same issue. For this Just go to Setup-->Object Manager-->'Cases' Object -->Buttons&Actions&Links -->Create a New button or Link--> and after creating this New Button -->Add it to the page layout where you want to see this button --> Go to Fields on the layout --> Buttons --> Select the Button that you want to Drag.

****IMP NOTE : Don't add it to the Salesforce Mobile and Lightning Experience Actions.****

Just Right below Salesforce Mobile and Lightning Experience Actions, You can see--> Case Detail --> Custom Buttons --> Drag your Custom Button here. Save the Layout.

If you're still not able to find the button in the Highlights Panel. Go to Setup --> Feed Tracking--> If Feed Tracking is Enabled --> Go ahead and disable this. Now go to the "object" and refresh the page to see your custom button added to the Highlights Panel. - Yeshas Konduru

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.