Questions tagged [global-actions]

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How to define the finish behaviour of a flow Launched by an lightning Component

I tried to launch a flow out of the global Actions by a lightning component. I got the instruction out of google and it works pretty fine. The only thing i am struggle with is the finish behaviour. ...
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12 views

Link Contact details to an Opportunity using a Global Action

I am converting a lead to a new Opportunity, new Contact and tying it to an existing Account. In this case I want to show relevant contact details on the Opportunity. Will I be able to do this using a ...
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1answer
128 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 ...
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1answer
51 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 ...
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25 views

Assign global action layout?

I can't seem to assign global action layouts to profiles. I have two profiles with different record-types for a custom object and need to create different layouts for the global action that creates ...
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9 views

Is Global-GlobalLayout “Global Publisher Layout” not seen in Managed Package?

I wish some users (user profiles) to not access Global Actions like "New Task" or "Log a Call" in org and so when I create a Global-Global Layout and assign to that specific ...
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22 views

Is it possible to launch a global action by code?

Lets say I wrote a global action and I have a LWC that contains a datatable that display records (doesn't matter which object). Can I add an action (on a row level) that will launch a global action? ...
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1answer
25 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 ...
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1answer
33 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 ...
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1answer
259 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 ...
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1answer
49 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, ...
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100 views

Lightning component global action in Community Builder navigation menu item?

I've created a simple Lightning Web Component that I want to call in a community's navigation menu. To do that I've wrapped the LWC in an Aura component and then created a Global Action for the Aura ...
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46 views

Global action not visible in Salesforce mobile app

I am learning Salesforce mobile customization. I followed this trailhead link. Added the global action New Prospect in Salesforce Mobile and Lightning Experience Actions in the Global layout: I ...
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16 views

Log a Call Text Cut Off

I made a new global action to be put into the Contact page (in the "Log a Call" section). However, the text is cut off. There is no option for me to resize this button to prevent truncation. Please ...
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19 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 ...
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19 views

Identifying Global Action Name

I have two Global Actions which are calling a Single Lightning Component. I need to put condition based on the Global Action clicked by user but issue is i am unable to identify the name of the Global ...
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1answer
35 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 ...
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37 views

Conditional Validation on Global Action For Web To Case

I am putting in place Web To Case for my community users and have a Contact Support Form on the page that's driven by a global action. The global action has a layout that includes some fields. One ...
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1answer
20 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). ...
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1answer
2k 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 ...
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1answer
390 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 ...
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1answer
112 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 ...
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183 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.
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3answers
12k 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 ...
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1answer
595 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 ...
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1answer
274 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....
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1answer
264 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 ...
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1answer
1k 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 ...
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1answer
211 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 ...
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1answer
104 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 ...
4
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1answer
1k 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 ...
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167 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 ...
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1answer
205 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 ...
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2answers
2k 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
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1answer
8k 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 ...
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227 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?
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1answer
126 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 ...
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1answer
309 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.
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1answer
706 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?
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1answer
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 ...
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1answer
2k 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
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1answer
976 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.
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0answers
493 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 ...
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1answer
344 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" ...
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2answers
25k 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
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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 ...
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1answer
633 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
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1answer
5k 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
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1answer
970 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 ...
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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 ...