Questions tagged [global-actions]

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30 questions with no upvoted or accepted answers
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6
votes
2answers
4k views

Publisher actions are not visible

I have problem with publisher actions. We just started using salesforce1 and I can't get my custom action appear on account screen. I enabled chatter and publishers actions. Enabled feed on ...
4
votes
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 ...
3
votes
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 ...
3
votes
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 ...
3
votes
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 ...
3
votes
1answer
213 views

Change the color of a global action that references a VF page (from being the default purple) in S1 mobile?

Is this possible to do declaritively change this action color to match the 'visualforce tab' color just like how custom object tab colors carry over? Trying to make this purple action match the VF ...
2
votes
0answers
180 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.
2
votes
0answers
491 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 ...
2
votes
0answers
316 views

Spring 16 - Does custom Visualforce Global Actions not show up in Lightning Experience?

I am trying out a custom Global Action for Lightning Experience. I re-read the Release Notes for Spring '16 twice and I think they fixed it to preset 4 actions only (Note/Task/Event/Call) - http://...
2
votes
1answer
1k views

Standard Publisher Actions not Appearing

I added a set of standard publisher actions (e.g. thanks, poll, file etc.) to some of the standard objects (e.g. accounts, contacts). Looking at the available publisher actions in SF1 via Chrome, ...
1
vote
0answers
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 ...
1
vote
0answers
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?
1
vote
0answers
428 views

Global Action not showing new event on contact in salesforce Lightning?

I want to create new event in lightning experience, but my contact detail page in noty showing up the new Event option in Global Action. How can i get it ? Do i need to change any setting?
1
vote
2answers
303 views

Relate a record with Create record Publisher action

I have created a custom object called meeting summary, and I have a lookup from an event to this object. I want to have a publisher action which creates a meeting summary record related to the event I'...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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? ...
0
votes
1answer
32 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
0answers
95 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 ...
0
votes
0answers
45 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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
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 ...
0
votes
0answers
36 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 ...
0
votes
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). ...
0
votes
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 ...
0
votes
1answer
210 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
0answers
166 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
308 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 ...
0
votes
1answer
189 views

Salesforce1 button expose VF Page

I have a requirement to render a VF page in salesforce1 on Account Page when a button is clicked on a particular Account record. Please let me know how to achieve that. Searching in google can't get ...