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.

1
  • 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, 2019 at 22:25

5 Answers 5

3

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>
0

You can retrieve the Global Layouts this way

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

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>
0

Global Publisher Layout assignment is on Profile level, can be also deployed by profile

<layoutAssignments>
    <layout>Global-Global Layout</layout>
</layoutAssignments>

You must log in to answer this question.

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