Questions tagged [global-actions]
The global-actions tag has no usage guidance.
87
questions
0
votes
0answers
18 views
Is it possible to use object specific fields in a Global Action?
I want users to be able to create a Case from a custom object Order__c using just a button and a pop-up form with some fields.
A Quick Action would be perfect, but alas, Case is not a related object ...
0
votes
0answers
10 views
Hyperlink on global action's success message
Helllo all! I have a global action that creates new prospects. Is it possible to add in the suuccess message the hyperlink to the newly created prospect so as the user to navigate directly to the ...
0
votes
1answer
12 views
Unable to delete Snapin - referenced by Pre-chat Form Quick Action that when clicked is URL not found
My org has two snapins:
Snapins_Case_PrechatQuickAction_08hxxx
Snapins_Contact_PrechatQuickAction_08hxxx
When I try and delete these, I get an error saying they are used elsewhere in a Pre-chat Form ...
0
votes
0answers
35 views
How to make visible Candidate action to a permission set?
FSL Resource Permission allows the following - See the Work orders and see the CANDIDATES action and assign / Schedule the Service Appointment to Self at an appropriate and free period using the ...
0
votes
0answers
22 views
Global actions on lightning page layout, chatter and activity behaviour
I've been trying to uniformize the WorkOrder and WorkOrderLineItem objects.
Specifically the display of global actions on the Chatter/Activity.
In the WorkOrder object the global actions are displayed ...
0
votes
0answers
21 views
Salesforce Gmail Sidepanel - Add contact to campaign
I'm new with the gmail sidepanel (we've been using Cirrus Insight) and one thing we noticed missing is the ability to add a contact to a campaign. I've found some how-to's (https://salesforce.fun/2020/...
0
votes
0answers
111 views
Salesforce Chat - Difference Between embedded_svc parameters & Global Actions Predefined Values
I'm trying to implement Chat functionality in our org.
The requirement is that Case and Contact will be created for every Chat Transcript. So I've set this settings in Embedded Service Deployment ...
0
votes
1answer
318 views
Scrollable Utility Not Working on Aura Component in Global Action
I've got a Flow being called in a Global Action via a Lightning Aura Component. The Flow and Component are working, but for some reason the scrollable utility isn't. Does anyone have any idea what the ...
0
votes
1answer
282 views
Global Action Error Message - Error: No Lightning Component Quick Actions are available for your organization
In a dev org, I am trying to create a Global Action to call a Flow via a LWC, but I am receiving the following error messages:
Here is the code for the component:
<aura:component implements="...
3
votes
1answer
751 views
Make global action window pop out on default?
I built a flow which is wrapped in Aura compoenent, the componenet is attached to a Global Action.
On default, when I click on the global action, the component opens "Minimized" in the ...
0
votes
1answer
325 views
Validation rule on Picklist value on Global Action
I have created a Global Action 'Log a Call Custom'
Here on the Task object I have a Picklist field Subject with four values -
'Please Select
'Option 1'
'Option 2'
'Option 3'
The default is 'Please ...
3
votes
1answer
69 views
Problem with object layouts and custom global actions in package (2GP)
So I'm trying to install a new 2GP package that has an object with a custom global action as part of it's page layout. I'm running into problems and I'm wondering whether I've missed something or if ...
0
votes
1answer
75 views
Can i add LC button in form?
I've create custom button in Contact , it's goal is to create custom object record
I want to add in the form a custom button near Save / cancel which will open another popup ..
Form
is that ...
0
votes
1answer
1k views
Global action of lightning component Type is not visible in Lightning Community tile menu
I wish to add a global action in lightning Community page. I have created a global action that refers to a custom lightning Component named “Customer Search” and added the specified permissions to my ...
0
votes
1answer
298 views
Cannot see my LWC global action in my custom app in app manager [duplicate]
I have created a aura component to call my LWC but it's not appearing when I go to my app through app manager. Through my app manager, clicking on my test page, at the bottom right hand corner, ...
1
vote
0answers
259 views
Can you modify global action fields accessibility by profile?
Is it possible to make fields in a global quick action editable to some profiles and read-only to other profiles?
For Example, I want profile1 to have access to editing certain fields, but profile2 ...
0
votes
1answer
241 views
Editing Global Action - New Case layout
Where do I go to edit the fields on the Global Action - New Case?
I've checked Global Actions in the settings menu and it doesn't appear there, nor is it on the Cases Object. I want to add a custom ...
0
votes
1answer
27 views
Activity buttons unavailable in Cases, but available in other objects
I'm having a hard time dealing with activity buttons (new task, record a call, new event, send email) in the Case Lightning page, although they do appear in other objects (pages in Spanish).
...
0
votes
1answer
5k views
Can´t add action to Salesforce Mobile and Lightning Experience Actions
I'm new as salesforce developer and maybe this question is very easy but I can't find any way to solve.
I want to create a new action for my mobile users for adding some information easily.
I've ...
0
votes
1answer
623 views
Repeat checkbox not working on Global Actions quick action layout for event
When on the calendar tab or event object directly checking the repeat checkbox expands another menu allowing the user to choose the repeat interval. However, when creating an event from an associated ...
0
votes
1answer
185 views
Cannot Find Global Action
There is a global action called New Case on my Account record/ page layouts. When I test that action, it allows me select a record type. Our users have asked that button be customized to pre-populate ...
2
votes
0answers
296 views
Can't set global action for visualforce page in community builder
I created a global action to open a visualforce page, however this global action is not showing on the global action list in community builder.
3
votes
3answers
20k views
How to add fields to "New Event" under "Activity" tab in Lightning?
I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:
However, it appears this component is a static, non-customizable component because when I click on it in ...
7
votes
1answer
872 views
How to invoke a SendEmail Global action from a custom button on Account Page
Im trying invoke a SendEmail global action from a custom button inside Account page. I need that this button have the same behavior that hitting on Gear icon.
Apparenly the code below just opens the ...
0
votes
1answer
334 views
How do I replace a Classic custom javascript button with something that works in Classic and Lightning?
I have the following custom button on my Classic Order object page layout, which is an 'Execute Javascript' one and the OnClick Javascript is as follows:
{!REQUIRESCRIPT("/soap/ajax/25.0/connection....
1
vote
1answer
324 views
Email form in Activity Composer does not render
I am having issues with Salesforce not rendering the form fields to send an email from both the activity composer as well as the global action. I am system admin profile so I have the send email ...
1
vote
1answer
2k views
Cannot see tasks and events in Lightning, how to enable
Using platform license, within enterprise edition:
Profile has Task Fields available to them, Layouts have Task related lists.
Activities Lightning panel is on the page.
Profile has correct page ...
0
votes
1answer
347 views
Mirroring Log a Call From Classic UI to Lightning
Someone recently brought a request to my attention, to help with transitioning from classic to lightning. They're wondering if we're able to mirror the formatting/layout/fields available when using ...
0
votes
1answer
151 views
Salesforce global popup based on user
I know this is a loaded question but i'm curious if anyone can point me in the right direction. The ultimate goal is to try and create a task for inbound/outbound calls, and if salesforce is open, pop ...
5
votes
1answer
2k views
How to get missing Buttons "Reply", "Reply All", "Forward" on Emails at the Activity Tab in Lightning Experience?
I'm working on hundreds of different orgs. Some of them have those buttons, other not. How can I get them on all orgs? (In the screenshots see right side in the bottom of each email.)
BAD ORGS
GOOD ...
0
votes
0answers
259 views
Invoke Global Action in Visualforce Page (Lightning)
I have a Visualforce Page displayed on a tab in Lightning. Is there a way to invoke a Global Action from within the Visualforce Page?
I have not looked too much yet, but I think there's a way to ...
0
votes
1answer
385 views
Salesforce Flow - Global Actions and File Uploads
I've created a Flow in Salesforce. The goal is to use an existing global action to create a case then allow the user to add an attachment to the case. Here's a picture of what I've got:
The issue I'm ...
0
votes
2answers
3k views
Lightning Global Action Open New Tab URL no modal
I'm trying to create a global action that when clicked opens a new tab for google.com. The only way I have figured out how to do this is by when clicking on the global action drop down and selecting ...
3
votes
1answer
12k views
Global actions not visible on page layout
I am configuring Lightning for Gmail in sandbox. I have created Email application publisher layout and have added the actions as show below
But in the Gmail I only see "New Contract" button. Where ...
1
vote
0answers
230 views
what action are available in list-views
In the Lightning Experience customer default list view, there are two Actions available:
Edit and Delete
Is it possible to add other actions such as Clone?
0
votes
1answer
139 views
Is that possible to retrieve a content source for platform or quick actions?
Assuming I have custom Test_Object__c, two custom actions on it, one - Visualforce action with page definition like following
<apex:page standardController="Test_Object__c">
<h1>This ...
-1
votes
1answer
371 views
Get Lightning Platform Actions by Apex code
Is this possible to retrieve list and metadata of Lightning Platform Actions by Apex code?
I know that this is possible to get using Metadata API but I am looking for a native Apex way to do this.
0
votes
1answer
915 views
Global actions doesn't appear on the Page layout
I have a Task Global Action, Which I have placed it on all the contact page layouts. However the Global Action is missing from the layout. What am I missing?
0
votes
2answers
1k views
"New Email" button does not display in Lightning
Even though "New Email" button has been added to the Lightning button bar on the Account page layout, the Button does not show up in Salesfoce Lightning page layout for the Account page layout. Is ...
3
votes
1answer
3k views
How can we launch Lightning Global Action using a custom link or button in a Lightning Component?
Basically, I've a requirement to execute Global/Quick Actions in Lightning Experience via a Custom Lightning Component that I have developed. In that component, I would like to button a custom Button ...
4
votes
1answer
1k views
Using Global Actions to Create a child record - MD relationship
Is it possible to use Global Actions in Salesforce to create a Child Record in a Master-Detail Relationship?
I only see the master in the list of Target Objects.
3
votes
0answers
635 views
Global Action Icon not showing in popover panel header
I've a Global Lightning Component Action and put into Global Publisher Layout. It opens in panel like standard quick actions such as New Task or Log a Call do, but the custom Global Action does not ...
1
vote
1answer
423 views
global Actions - recurring tasks
Is it possible to use Global Actions to create a recurring task?
Scenario:
want user to click on button in chatter feed on a record, want the user to have option to select "create recurring task" ...
12
votes
2answers
31k views
How to close a Global Quick Action Lightning Component popup?
I'm trying to build a Lightning Component Quick Action for Record Quick Action as well as Global Quick Action.
The component opens in a Modal popup in center of screen when in Record View and it ...
2
votes
1answer
2k views
Global Actions Missing - Lightning
For some reason Global Actions aren't appearing on the drop down menu for my lightning console. Completely blank.
I'm an admin of SFDC, so permissions to creating records is no issue.
I've checked ...
1
vote
1answer
802 views
New Note global action not coming in Lightning
I have moved the new note action in publisher layout but new note isn't coming. Other global actions are coming. Is there any other setting too ?
3
votes
1answer
7k views
Error: No Lightning Component Quick Actions are available for your organization
I was trying to create a new Action button for salesforce1, then I noticed something new, Lightning Action Types. "Wow" . Looks like it is not functional yet. just wondering if this is expected ...
4
votes
1answer
1k views
Lightning : How to add a button that executes a method at server side?
I am consuming a web service that gets me leads from another plateform. All this is done in a method in the apex class.
In Salesforce Classic, I am able to create a custom button where I can call ...
0
votes
2answers
2k views
Custom "Global Actions" are not appearing in salesforce lightning
I have created some custom "Global actions" in Salesforce Ligtning, plus drag drop these actions in my new Publisher layout and assigned this layout to the Admin & User profile.
But when I see ...
0
votes
1answer
341 views
Chatter action not refreshing feed?
I have created a global action that is a visualforce page. I add this to the Global Publisher Layout. Then in chatter I enter some info into the page I built, I format it in my controller and post it ...
