2

I have a Lightning App record detail page (The one where you drag and drop). I've created a new Action to display on the highlights panel.

In the SFDC Classic page layout, I've added the action to the section "Salesforce1 and Lightning Experience Actions". However, it doesn't display on the highlight panels. I have a few other actions which I've created in the same way and they display just fine. I can change the order of the actions and they change immediately on the lightning app record detail page so I know it's updating properly.

Any suggestions as to why it's not displaying my action?

Thanks!

In the list below, I'm expecting to see "New Contact Report" in the dropdown list since I've added it to the layout. However the second picture shows it doesn't have it. Buttons

Actions

Improve this question
4
  • please share printsceens and code so we can see if there is a problem and where it is
    – Itai Shmida
    Jun 25, 2017 at 6:37
  • Added pictures to go with it.
    – Ktruong
    Jun 26, 2017 at 16:30
  • if this is the right profile and page layout - it should work fine. try in the action - replacing the lightning component to one that does work and see what hapens
    – Itai Shmida
    Jun 26, 2017 at 22:10
  • So I can move the "New Briefing" around in the ordering and it will update properly. I'm expecting to see the "New Contact Report" but it's not showing at all. I've also tried removing them all and putting them back and it doesn't help.
    – Ktruong
    Jun 27, 2017 at 16:56

2 Answers 2

Reset to default
11

Adding another answer that may help people that stumble across this in the same situation I did - I just spent a fair amount of time spinning my wheels searching for a solution, and didn't think to include "Case" in my search.

If the highlight panel you're attempting to add actions to is for Case, note that Quick Actions added to the Case highlight panel actually appear on the Feed tab on the layout.

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.

Source: https://help.salesforce.com/articleView?id=actions_in_lex.htm&type=5

Improve this answer
2
2

The reason it was not showing was because the related objects had record types and the record types were not selected in the profile. Instead, it was set as "Master". When I selected the record types, they showed up.

Improve this answer
1
  • 2
    I have same problem. I did not understand your solution. Can you please explain more to resolve this issue.
    – Kishore Nallamothu
    May 16, 2018 at 20:04

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