3

We are currently doing our deploys using Ant. In our package.xml, we have "almost" everything set to "*".

We noticed that after a deployment, the Global Action layouts, as well the default values we had set for some fields didn't make to the target org.

Going through the documentation, I wasn't able to find a specific Global Action metadata type -> Metadata Types

I found a comment under the Success Community where one user said: "Global Action / Publisher Layout is listed in the Page Layouts component type without a value in the Type column."

In our package.xml, for the Layout metadata type, we are "deploying" everything as below:

<types>
    <members>*</members>
    <name>Layout</name>
</types>

Am I missing anything, or Global Actions, including their Page Layouts and default values are considered a "post deploy" step?

Thanks.

  • I don't believe global action layouts can be deployed via metadata. My metadata tool does not detect changes when I change a global actions layout. – Tyler Zika May 2 '19 at 22:25
1

As mentioned before - get the list of Global Actions with:

<types>
    <members>Global-Global Layout</members>
    <name>Layout</name>
</types>

But you can update the settings by defining each quickAction.
The key is you don't have to name each Object before the quickAction name.

<types>
    <members>NewTask</members>            <!-- Global Task -->
    <members>Account.NewTask</members>    <!-- NOT THIS -->
    <name>QuickAction</name>  
</types>
| improve this answer | |
0

You can retrieve the Global Layouts this way

<types>
    <members>Global-Global Layout</members>
    <name>Layout</name>
</types>
| improve this answer | |
0

I managed to acquire Global Action Layout by retrieving QuickAction with the name of your global action. For example, using sfdx to retrieve NewCommunityCase Global Action:

sfdx force:source:retrieve -m "QuickAction:NewCommunityCase" -u desired-org

The QuickAction metadata I received has description of quickActionLayout with columns and items.

| improve this answer | |
0

Just use quick action in pakcage it will retrieve the quickActionLayoutItems you can customize the fields.

<types>
    <members>NewTask</members>
    <name>QuickAction</name>
</types>
<version>36.0</version>
| improve this answer | |

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.