1

On Lead Detail Page I have created global action called 'create contact' that will openup a page called contact and configured all fields in action layout which are present in contact layout.so,this quick action on lead detail is same as creating new contact on contact object. But I want the sections to differentiate the fields like system information etc

It is possible in action layout? Please suggest some info

Improve this question

1 Answer 1

Reset to default
2

Quick Action Fields As you can see, There is no way to sort or group fields in a section or systematic manner. You can use blank spaces to group together, but that would not contain any headers.

Another approach will be to call a lightning component in quick action. That lightning component will save data using Lightning DATA Services. As its code you can customize it to your need.

Here is a brilliant example of creating contact: https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/data_service_example.htm

Improve this answer
2
  • Thanks for guidance! I have tried blank spaces but as you mentioned it will not contain headers it makes users to difficult to understand if we don't have sections. like personal information,system information etc
    – sarah
    Apr 13, 2018 at 0:59
  • Instead of quick action is there any way to create a button and that opens a pop up contact page on lead detail page which support standard functionality and able to see headers as well
    – sarah
    Apr 13, 2018 at 1:09

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .