Questions tagged [action]
The action tag has no usage guidance.
68
questions with no upvoted or accepted answers
7
votes
0
answers
623
views
Lightning Datatable Action Violates Content Security Policy directive
I'm using Lightning Datatable with Static Actions and following the guide in Developer Salesforce.com Lightning Datatable component guide but getting the following error (seen in the Chrome developer ...
- 133
5
votes
0
answers
229
views
Visualforce Action Button on Lightning Record Page leaves an entry in browser history causing re-execution. Can this be prevented?
(NOT SURE, BUT THIS ISSUE MIGHT BE A SALESFORCE BUG OR AT LEAST AN INCONSISTENCY)
I have defined an Action of type "Custom Visualforce" like this
The button for this Action is "◈ Clone&...
- 28.3k
5
votes
1
answer
321
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!
- 153
4
votes
1
answer
1k
views
Custom 'new' button to create child record and set saveURL to parent
What i want to do should be easy to do via URL hack, but looking at legitimate ways of doing this. I want to create a child invoice line item from parent invoice and set the save url to the parent ...
- 4,485
2
votes
0
answers
862
views
Filtering an Action button on a record based on active User
I am trying to display a Create a Record button only if the user looking at the page is the same user in a related user field.
I currently have a formula checkbox field that is true if the active user ...
2
votes
0
answers
47
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. ...
- 425
2
votes
1
answer
434
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 ...
- 65
2
votes
0
answers
30
views
Can a Flow "know" the specific Quick Action that called it?
I'm hoping to create one flow and have two different Quick Action call it.
Wondering if it's possible for the flow to "know" which Quick Action initiated it so that we can build in some decision ...
- 890
2
votes
0
answers
283
views
Lightning custom button like Javascript button on classic
we have some requirements for which we need to build-up buttons like "javascript button" enabled for Classic version of SF.
If I would like to reproduce the same behaviour in lightning the only way ...
- 65
2
votes
0
answers
61
views
Reload Page for new Page Message
I have below page snippet where after facet execution to "stop" , I need a page reload. Currently it's not happening hence retaining older page message. Can someone please guide me?
Page Snippet:
&...
- 2,940
2
votes
1
answer
228
views
Is there any way to have a Case workflow rule create a task with WhatID set as the triggering Case's AccountID?
I have a workflow rule on the Case object that is supposed to create a task, but I want to associate the task with the Account that the Case belongs to, not to the Case itself. I have seen that I can'...
- 1,224
2
votes
0
answers
41
views
Publisher Action without Publishing to Chatter
Good afternoon all,
Is it possible to enable the log-a-call publisher action but not post to chatter? I want the publisher action to create a log-a-call record but I don't want it to create a post ...
- 83
2
votes
1
answer
158
views
Why is there no actions for event objects?
I would like to add a Publisher Action to an Event object so that I could have this action in Salesforce1
- 215
2
votes
0
answers
383
views
What types of Visualforce pages cannot be used with Publisher Actions?
I created a VF page using code from Salesforce help files: https://www.salesforce.com/us/developer/docs/pages/Content/pages_controller_sosc_access_data.htm
It uses the Account standard controller and ...
- 956
1
vote
0
answers
2k
views
Error when send email from Flow?
I create the screenflow that calling Send Email Action
this flow will triggered from Action Button that I put on record page.
when I activate this flow and test to sent an email from record page
I got ...
- 121
1
vote
0
answers
103
views
Can I config number of action in boxcar request?
I created a community site.
In the site I have a form with a lot of item dynamic (item stored in database: type (input, radio, checkbox,...), label, max length,...)
When I submit form, cause of number ...
- 11
1
vote
0
answers
511
views
SF FLOW - Remove duplicated Opportunity records from Opportunity Collection using Apex Action
I am currently working on a flow in Salesforce Lightning using the Flow Builder and I would like to remove duplicates from an Opportunity collection before updating it.
In order to do so I created the ...
- 23
1
vote
1
answer
703
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-...
- 667
1
vote
0
answers
366
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 ...
- 11
1
vote
0
answers
62
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.
...
- 4,232
1
vote
0
answers
155
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 ...
- 11
1
vote
0
answers
49
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 ...
- 11
1
vote
2
answers
1k
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 ...
- 1,281
1
vote
0
answers
42
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 ...
1
vote
1
answer
442
views
Is it possible to invoke a flexipage as a quick action or anyhow?
I found that we can use different action types
unfortunately, neither of them is what I need.
Is there a hack or trick to "route" to a flexipage? I need that functionality available in the mobile ...
- 28.3k
1
vote
0
answers
352
views
What is the URL to the new Salesforce Lightning Email Editor for use in Action Buttons
BACKGROUND
I have an action button which opens this link:
https://xxxxx.my.salesforce.com/email/author/emailauthor.jsp?
p3={!Opportunity.Name}
&p3_lkid={!Opportunity.Id}
&cancelURL={!...
- 9,187
1
vote
0
answers
615
views
Displaying Error Messages in Salesforce Mobile when using the Chatter "Post" Action
I want to prevent Chatter posts being created in certain conditions, displaying a relevant error message to users in the process.
In this following example, I have created a trigger that prevents ...
- 1,308
1
vote
0
answers
390
views
open lightning action in subtab
I'm actually using the service console, and I saw that if I set my account as the main tab, I can open an account, and each related record that i open , will open as subtabs. This is very good, fine.
...
- 2,555
1
vote
1
answer
82
views
Override AddCampaign action in Lightning?
I wish to override the 'AddCampaign' action on the Campaign object in Lightning.
We have an 'existing' override in place already for Classic (which works :) )
The override is a Visual Force Page.
The ...
- 493
1
vote
0
answers
854
views
Apex controller action not accessible - "Unknown controller action 'getLeadSourceOptions'"
I'm up against a wall with this one. I've scrubbed my code 20+ times and I'm not seeing what I'm missing. According to the error, it sounds like the helper in the extended component is calling the ...
- 11
1
vote
0
answers
739
views
Add a lightning component to a related list on a record page layout
I currently have an object called related files that has 8 different object lookups and I have created a button for it that uses javascript to extract the record ID so just 1 button can be used for ...
- 11
1
vote
0
answers
291
views
DML on page action
I have the following situation in my plate ...
On page load, a modal pops up.
The modal is invoked on an action attribute in apex:page.
The method that is on the action has an upsert operation that ...
- 3,152
1
vote
0
answers
167
views
Can a community user create a new case from the record list quick actions on the Napili template
I would like to enable community users to create cases against my custom Unit object am I able to add the action on the record list?
In the winter16 release notes it says "Related record lists: ...
- 11
1
vote
1
answer
269
views
How to hide Status(standard field) values when status has particular value
Can anyone suggest me to achieve below action.
I am using Status Field, when ever the status value is Open then i should be allowed only to few status like "In Progress" and "Need Information". And ...
1
vote
0
answers
264
views
Service Cloud console action JavaScript security error
We developed a very simple visualforce page with JavaScript to be used as an action in the service cloud console for the case object.
Here is the page:
<apex:page standardController="Case" >
&...
- 409
1
vote
0
answers
305
views
Problem with reRendering a component in vfp
I am doing a Add/Delete row functionality in vfp. Within this add/delete row pageblock am calling a component(which is having textbox). When I click on add row button it is rerendering the component ...
- 53
1
vote
0
answers
446
views
Unable to update (corrupt?) page layouts via Metadata API. Error: Invalid field:xxx in related list:xxx
Our application uses the Metadata API to make changes to page layouts. This mostly works great, but in the last month or so we've encountered several customer organizations where we get errors when we ...
- 11
1
vote
0
answers
114
views
NPSP URL Buttons don't display in Lightning
I'm using the latest version of the NPSP and noticed that URL buttons are no longer supported for custom actions on related lists when in Lightning mode. This causes an issue because the org I'm ...
- 577
1
vote
0
answers
48
views
How do I include Custom Object Actions in a Managed Package?
I have a custom object with a page layout and an object-specific action. I have included the action, listed under Salesforce1 Actions in the Page Layout editor, in the Actions in the Salesforce1 ...
- 11
1
vote
0
answers
97
views
How to change image of button in salesforce1?
I am opening a page on click of detail page button in salesforce. The same button is automatically generated as action in salesforce1 UI. I want to change the image of that action. By default it is a ...
1
vote
0
answers
47
views
add a keyboard shortcut action to Lead object
Hi I am very new to Salesforce and I was wondering if there was any way to make a keyboard shortcut action in the Leads object? I know that there is a "Behavior Option" to execute javascript but the ...
- 11
1
vote
1
answer
6k
views
How to Give Default value to a LookUp field using Formula Editor
I have an action on which i have one Lookup Field "Year".Year is an object with only two records - 2015 , 2016.
I have this value to be predefined as 2016 when user clicks an action
While creating a ...
- 2,651
0
votes
0
answers
116
views
Auto-Archive Published Articles using Flow
TLDR - What Knowledge object and Id field should I be using for the Knowledge Article Action: Archive online knowledge articles?
Posted on Trailhead here, but wasn't able to get my flow working.
I've ...
0
votes
0
answers
163
views
Change color Action in Highlight Panel
I have created an action on a custom object and added it to the Highlights Panel for its record page. Is there a way to change the color of the Action button itself? In an LWC I've been able to do ...
- 689
0
votes
0
answers
75
views
Autopopulate a field from a Detail Button URL
I have a Detail Page Button with a URL.
It resides on the Case object and creates a custom object record.
On the custom object, there is a lookup to the case object. I would like
the CaseNumber to ...
- 1
0
votes
0
answers
42
views
Cant edit "Related To" field on task action
When creating a task on a person account, the Related To field can't be edited for some reason
I see that in the New Task action I made the Relationship Field is set to "Related To" and I ...
0
votes
0
answers
25
views
Dynamically pass Action attribute to CommandButton in Visualforce Page
I am trying to assign action attribute dynamically to my commandbutton in Visualforce page. BUt, it gives an error. Below is sample code.
VF page:
<apex:commandbutton action={!mydynamicAction} />...
0
votes
0
answers
118
views
Can we invoke setvalues action in omniscript from LWC component?
I am trying to invoke set values action in an omni script from an LWC component which is also embedded inside the same omni script.
0
votes
0
answers
109
views
Row Action List is not displaying next to action button
I am using a Lightning-datatable with an action column. When I place the LWC at the end of the Record Page and I click the action button to display the Dropdown menu, the list is not shown next to the ...
0
votes
1
answer
513
views
Can't get External Service actions to work in Flow
So I'm trying to call an external API using a Flow, so I added everything I needed to get the connection set: auth provider, named credential and external service.
So far so good, connection is ...
