Questions tagged [global-actions]
The global-actions tag has no usage guidance.
100
questions
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48
views
How to remove default picklist value in the Task Subject field on my Global Action
When going to an Account record and using the "Log A Call" Global action, the Subject has a default of "Call" showing on the screen.
I ensured the following:
The Global Action ...
- 311
0
votes
0
answers
31
views
Do we have to create duplicated default global actions for 2GP?
Problem Description
If I include a Layout metadata in my package which includes the default global actions, such as NewTask, NewEvent, etc. there will be an error trying to install the package (I'm ...
- 46
1
vote
1
answer
55
views
Flow wrapped in a lightning component used as a Global Action Button not closing flow screen after entering data
I've searched and tested out many solutions listed on the site but still not able to have my Screen flow closed when calling from Global Action. The screen flow will create the Case record then a new ...
- 13
1
vote
0
answers
56
views
Global Action partly cutting off
It's a global action a calling an Aura component which is holding a flow. Yes the user can hit the maximize button but they shouldn't have to. I added <ui:scrollerWrapper hoping it would fix it, it ...
- 332
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1
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65
views
Make Global Action Layout field required only for certain users
Title of the question is self-explanatory, almost.
When user creates a new contact via new button on contact page, there are certain field required for this user.
However, when the same user created a ...
0
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0
answers
165
views
Attach files programatically using Global.SendEmail standard_quickAction in LWC
I have an LWC datatable where, upon clicking a button at row level, the default email composer needs to open as it does in SF standard related list. The documentation specifies an example where ...
- 1,559
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0
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27
views
Object-specific (Lead) Activity actions permissions
I am struggling to find the permission related to an issue with user-specific & object-specific activity functionality missing from the Lead record page for end-users only (not admin).
Activity ...
- 1
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0
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77
views
Global action - insufficient access rights on cross-reference id
On Opportunity Object, I have a global action button. This global action type is 'Create a record'. The purpose of this action is to convert the Opportunity into an Order.
It is working for me as a ...
- 524
-2
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1
answer
229
views
Can you add the "New Note" global action to the Contact Activity Composer?
I have been tasked with adding the New Note" global action to the activity composer on the action and case pages. I have added the field to the "Salesforce Mobile and Lightning Experience ...
2
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0
answers
253
views
Problem installing package upgrade "QuickAction - no QuickAction named SendEmail found"
The failing version of the package added a Global-Xyz Layout.layout-meta.xml file that starts with:
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap....
- 135k
0
votes
1
answer
206
views
Partner Community User - not enabled for activities?
I have activated a test Partner Community user and granted that user access to Accounts, Contacts, Cases, etc. I have also created a tab in the Community that allows the user to log a visit using the ...
- 1,954
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1
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205
views
"Preselect" the object type for "WhatId" on a Global Action to create a new event?
I have a Global Action to create a new Event record, and I would like to be able to specify (or preselect) that the Related To lookup field (WhatId) should be Account. When this action is launched ...
- 135
1
vote
1
answer
42
views
Can you create a record in Aura Silently?
I use an aura component as a Global Action, linking to an external website.
I would like to track clicks of this action by creating a "clicktracker__c" record.
Is it possible to create a ...
- 351
8
votes
3
answers
6k
views
LWC component as global action
I see option to use lwc as global action but there no information about how to configure xml to be able use component.
- 101
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1
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703
views
Field Service Mobile App - Cannot update Global Actions
UPDATE:
The screenshot below is from the Field Service Mobile App. Not the standard Salesforce App.
Is the Field Service Mobile App limited in terms of editing Global Actions?
When editing the ...
- 77
0
votes
0
answers
671
views
Default "Assigned To" on Task Creation
When creating a new task, I would like the "Assigned To" field to default to a specific queue. On the Global Action, I am trying to add it as a Predefined Field Value, but the formula editor ...
- 1
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votes
1
answer
227
views
global action for visual force page not appearing the navigation menu
I have created a global action created - visual force page. But when cant find the global action to Action drop down list in the navigation menu .Since the visual force page doesnt use a standard ...
- 13
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1
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264
views
Is it possible to set width of global actions list
we would like to widen the list that contains global actions. As you can see, we have an action that has a longer name than the element. We are planning also to add several other. Is it possible to ...
0
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0
answers
514
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 ...
- 3,984
0
votes
1
answer
369
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 ...
- 69.9k
0
votes
1
answer
1k
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
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1
answer
903
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
1
answer
3k
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 ...
- 1,587
0
votes
1
answer
775
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 ...
- 845
3
votes
1
answer
109
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 ...
- 91
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votes
1
answer
220
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 ...
user81938
0
votes
1
answer
3k
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 ...
- 837
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1
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2k
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
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0
answers
1k
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 ...
- 23
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votes
1
answer
1k
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 ...
- 137
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1
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422
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).
...
1
vote
1
answer
9k
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 ...
- 113
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votes
1
answer
1k
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
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1
answer
305
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
0
answers
492
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.
- 49
5
votes
3
answers
35k
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 ...
- 4,947
8
votes
1
answer
2k
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
1
answer
402
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....
- 1,763
1
vote
1
answer
564
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 ...
- 21
1
vote
1
answer
3k
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 ...
- 1,419
0
votes
1
answer
477
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
1
answer
204
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 ...
- 417
3
votes
1
answer
3k
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 ...
- 28.3k
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0
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306
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 ...
- 151
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1
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625
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 ...
- 55
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votes
2
answers
4k
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
1
answer
15k
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 ...
- 5,934
1
vote
0
answers
236
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?
- 5,237
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votes
1
answer
158
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 ...
- 16k
-1
votes
1
answer
559
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.
- 16k