Questions tagged [action]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0
votes
1answer
31 views

Dynamic action with filter based on Role is not visible on record page

I am stuck in one thing. I have added one dynamic action on record page with filter based on Role. When logging in with end user with this Role, I am still not able to see this action on my record ...
0
votes
0answers
10 views

How do you access the selected records when calling a flow from an action on a list page?

If I call a flow from a record I can use recordId and it will auto populate with the record ID from the record I called the action that launched the flow. Is there an equivalent that will pass in a ...
0
votes
1answer
32 views

Schedule action in process builder not working

I have a requirement where I need to send an email to contact 1 hour after the created date but for some reason it is not working. But it works perfectly fine when I try to add it as immediate action....
1
vote
1answer
68 views

Process.Plugin to Invocable Method in the Apex Classes

We are currently using the Apex Class with Process.Plugin that is refered here in the article https://developer.salesforce.com/blogs/developer-relations/2012/03/visual-workflow-converting-leads-with-...
1
vote
0answers
31 views

Buttons, Links, and Actions not being applied to Community (since Digital Experience rename - 1/13/2021)

We have an override of our 'Edit' Action on the Case object. In the past, when using the 'Edit' Action, regardless of whether you were logged into the community or not, it would apply our override ...
0
votes
1answer
20 views

Visualforce behaviour when expections are caught

I made a really weird discovery and i wanna ask if this is true and how to handle those situations. If a VIsualforce page invokes an Apex method via commandButton or acionFunction, if an exception was ...
0
votes
1answer
69 views

run quick action from batch

I am new to Apex but thanks to the community I learn quickly. I have been looking for a solution to my problem for a few days that is why I am talking to you. i want to run a custom quick action in &...
0
votes
0answers
17 views

Salesforce Lightning Actions in feed view not loading initially

My org is switching from Classic to Lightning, and I have noticed that the feed actions do not load the first action, but if you select any other action they will load and then going back to the first ...
0
votes
0answers
145 views

Change icon for quick action on Lightning page

I've created a custom action on account object with type "Update a Record". I've changed the default icon for a custom image I've uploaded as Static resource previously. Then I've modified ...
1
vote
0answers
23 views

What is `$Action.Custom_Object__c.CreateFromLookup`?

When creating a custom button, I see an $Action value I can't find documentation on - $Action.Custom_Object__c.CreateFromLookup. It's not on the list of Valid Values for the $Action Global Variable. ...
0
votes
1answer
804 views

Dynamic row actions in Data table using LWC

Can someone help me how to code a dynamic row actions in data table using LWC? I want to publish the book if the field value is unpublished and I also have the choice to unpublished the book if the ...
2
votes
1answer
156 views

How to call Queueable apex method from Visualforce Page commandButton?

Right now if I call the action button without Queueable Apex, from all the parameters I get from the Visualforce page and then perform action on the backend, due to the Apex Triggers I always will get ...
0
votes
0answers
15 views

Match Financial Account Number in the Financial Account Record to User Entered value in Einstein Bot

I'm currently working on Einstein Bot and I have an Apex Action to match the User Entered Mortgage_Number in the Bot, with the available Financial_Accounts records. (The bot will only progress other ...
0
votes
3answers
799 views

Flow wrapped in a lightning component used as a Global Action Button not closing flow screen

I adjust my flow and it does work where a case is created and it redirects to a newly created case with no other screen works when i add the lightning component to my lightning home page layout. But,...
1
vote
1answer
455 views

Missing Apex Action (legacy) in environment - unable to refer the same on flow

I have a class implementing Process.plugin interface and being used on an existing flow. Whenever I try to make any changes on the flow and save I get the We can't find the Apex callout for class . It ...
0
votes
0answers
117 views

Flow Interrupted on Action (External Service) in Partner Community

I am stuck on this and will appreciate any help please: We have implemented a flow inside a Partner Community, which includes a couple of screens and an "Action" item. This "Action" item calls an ...
0
votes
1answer
742 views

Standard Lead Convert Action on custom Lightning Component

Is there a way to call the existing standard action of Lead Convert inside a custom lighting component? I need to show a modal with some validations and if it seems correct by the user, click inside ...
0
votes
1answer
490 views

How to run multiple actions in parallel in a flow

It seems that a flow is designed to run linearly but I would like to create a flow using the flow builder that runs multiple actions in parallel. Is this possible and if not, is there a good ...
1
vote
2answers
383 views

Automatically Publish Knowledge Article

I am trying to implement a requirement where few knowledge articles based on the priority(custom picklist) will be auto published immediately they are getting created. I am currently doing this with ...
1
vote
0answers
21 views

Translate Flow Label

we are using Flows in the Actions & Recommendation Section on the Leads Object. My problem is: We can translate the most content of this flow, but NOT the label. But this label is displayed in the ...
3
votes
1answer
2k views

Confused about how to make a Lightning modal window pop-up with a quick action

I am new to LWC development, but I do know my Apex code and VF pages. What I am looking for: clicking a quick action on a standard Lightning record page should open a modal Lightning window (which I ...
0
votes
1answer
357 views

“Create Task” quick action hidden on Lightning page

Anyone have experience with quick actions that won’t show up on a Lightning page? I’ve got one that creates a task. The user’s profile has access to the action’s record type and edit access to the ...
1
vote
0answers
37 views

Find column from event was fired

experts! I have LWC data table populated with data. One or more columns contain Button element. I want to show some 'master-detail' information by clicking this button. I tried to handle onRowAction ...
2
votes
0answers
34 views

'Create a Record' Action Navigation

Scenario: I currently have an Action associated with the Account object that creates a new Opportunity, with fields mapped to that new Opportunity, from the Account where the user clicks the Action. ...
0
votes
1answer
47 views

Use Flow and Action (Create a Record) to Conditionally Create Opportunity From Account

Scenario - I currently have an Action that can be clicked on the Account page to create a pre-populated Opportunity. Now I want to use Flow (specifically a decision), to build a Flow Button (Button ...
1
vote
1answer
270 views

While offline in the Field Service Lightning mobile app, how can I determine if a record has been deleted?

When a record is deleted while offline, how can I filter it out of subsequent Get Record flow elements? Our most common use case for deleting records is removing Product Consumed records via the ...
0
votes
1answer
68 views

Write a test class for a lightning component which overrides a standard action

I have written a Lightning Component that adds a google address lookup to a custom object. I have replaced the standard new action with a new form. How do I write a test class? I can't automate the ...
1
vote
2answers
357 views

Passing parameter in getRowActions

JS Noob here. I am currently following lwc datatable documentation to create a datatable with actions. The constructor has an argument as 'data' which I want to pass in getRowActions method. The '...
0
votes
1answer
337 views

A parameter to an Aura Action is undefined. But not always. Why?

I have a particularly strange issue where one, and only one parameter to an Aura Action is undefined. Worse, it seems to be nondeterministic when it is undefined, and when it actually works. Relevant ...
0
votes
2answers
729 views

Lighning: is there a way to use Action button to show in related list

Is there a way to show an Action button in the related list of an object in Ligning. The only way I see is to use the "New Button or link" with type "List" selected, but there we can not use the new ...
5
votes
1answer
181 views

How to Activate a File Drop Automation via the API

I can create a file drop triggered automation through both SOAP and REST API's but I cannot figure out how to switch them from "Inactive" to "Active". Any help would be be greatly appreciate, thanks!
1
vote
1answer
545 views

Is there any way to override or hide the standard “Import” list view button in Lightning?

In Lightning, the Recently Viewed list view for a custom object has New and Import buttons by default: I would like to override or hide the Import button since our custom object has a custom import ...
0
votes
1answer
30 views

Displaying a list returned from a method on a Visualforce page

I've tried various iterations but this is what I have right now. This is the main code from VF Page: <div> <h3>Search Groups</h3> ...
2
votes
1answer
190 views

How do I add customer attribute personalization to my online optimization asset markup in Interaction Studio?

I have been trying to work out a way of reading the customer attributes for an individual in order to create a personalized message. I'm assuming I'm looking to tdo this by adding some syntax in the ...
0
votes
1answer
81 views

Apex controller method is not getting invoked in visualforce page

getSendList method is not getting invoked in controller <apex:page controller="sampleController" action="{!getSendList}" showHeader="false" sidebar="false" renderAs="PDF" applyHtmlTag="false" ...
1
vote
1answer
80 views

Lightning controller action not working for an specific user

I have a code that enqueue one lightning action. This code is working fine for my System Administrator user but if I try calling it from any other user it retrieves this: Se ha producido un error ...
1
vote
1answer
90 views

CommandButton in visualforce component not triggering action in controller

I have a few command buttons that are not calling the action as defined in the controller. The 'showPopup' method works, but the others do not. Log files show that the methods are not being invoked at ...
0
votes
1answer
32 views

How do I cancel a 'window.open' from a commandbutton?

I have the following CommandButton: <apex:commandButton value="View Statement" action="{!openInvestmentStatement}" title="View Statement" oncomplete="window....
2
votes
1answer
3k views

Open a lightning component using URL button to open in new tab

Can we open a lightning component using URL button to open in new tab? If yes, can you kindly let me know what URL to use for that and how to pass parameters? We have tried using quick action, but ...
0
votes
1answer
340 views

Visualforce page does not have valid controller for use with action

I am doing unmanaged package containing App within it.After I press upload button I get the below error as "Visualforce page does not have valid controller for use with action" Any help is ...
1
vote
1answer
843 views

Clean way to default child record values from parent record in Lightning Experience?

A customer is asking that a status field on a child record be defaulted to a value from a parent record when the "New" button is used on the "Related" tab of the parent record. Can this be ...
0
votes
1answer
20 views

Report to track all actions in SF

How can I create a report that will help me to monitor all actions made in SF cases? For example, I've a user that is moving cases between views, updating/editing certain fields in cases, adding case ...
0
votes
1answer
880 views

Reload Modal Panel of Quick Action (Lightning Component)

I have a Quick Action with a lightning component, it's a form for the creation of records. I make a button (Save & New) in the modal panel, but i don't know how to reload the entire form or clear ...
1
vote
0answers
39 views

Adding a sibling record via Visualforce in Lightning

Scenario Custom object Basket__c is the Master of two Detail custom objects: Fruit__c and Vegetable__c. Visualforce page vfAddVegetableFromFruitPage is embedded via standard Page Layout ...
3
votes
1answer
370 views

Supply sObject record to process builder flow via REST API

I'm trying to invoke a custom flow (built via process builder) via REST API. The process begins with a contact record, This process starts when another process invokes it. Select an object to ...
0
votes
1answer
48 views

while calling method showing variable undefine in lightning component

This page has an error. You might just need to refresh it. Action failed: c:SComponent$controller$arResult [str is not defined] Failing descriptor: {c:SComponent$controller$arResult} when click ...
0
votes
1answer
505 views

How to execute Apex code from Custom Object List View in Salesforce Lightning

Example I would like to add a quick action button to the list view page for custom object Invoice__c, the quick action is called Generate Invoices and when executed will run apex code to generate ...
1
vote
1answer
2k views

Source of “Update Case” Quick Action in Lightning Experience

I am struggling to understand what a particular Action (or is it an Action?) is. It appears next to the Post, Poll, Ask a Question for Case object in the Lightning Experience and its label is Update ...
1
vote
1answer
701 views

How can we add a new action (like Edit & Delete) for each record on the standard list page (Salesforce Classic)

How can we add a new action (like Edit & Delete) for each record on the standard list page (Salesforce Classic)?
2
votes
1answer
1k views

Lightning action call inside setTimeout returns result only when window (tab) loses focus

I have a Lightning action call inside a recursive setTimeout call. I call the action immediately and then every 3 seconds until the result it not null. I see my console.log('tick'); immediately. But ...