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Questions tagged [quickaction]

With quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device.

2
votes
1answer
23 views

Possible to change url target in lightning datatable?

I am using a <lightning:datatable> to display some data in a Quick Action. It works great, and I was able to get the table to display the name of a parent record as a link using a column ...
0
votes
0answers
39 views

Salesforce Summer 19 error Quick Action URL

I have an Quick Action type ulr into WorkOrder Page Layout. This Quick Action send user into page on community if your profile is 'xxx'. But now in summer 19 edition not work {!IF($Profile.Name != ...
0
votes
1answer
19 views

Error When Deploying Quick Action With Predefined Lookup Field

I have a Quick Action which works fine and has predefined field to a lookup record, AddressType, though it happens in all cases. When deploying to scratch org I get error Formula result is data ...
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vote
0answers
13 views

Display expanded quickactions buttons on related lists on 3 region split layout

I have a 3 region split layout where there's more than enough room for a "New" Button which is hiding collapsed under the arrow but it's auto collapsed with this kind of layout and I can't find a way ...
3
votes
0answers
49 views

Salesforce Mobile Visualforce Quick Action Heigh Error

In the last release (Summer' 19) we are having problems in Salesforce1 with visualforce that are used in quick actions. The problem is that the visualforce don't have the height that we define in ...
0
votes
1answer
45 views

Is it possible to set the “Related Record” Lightning Component to open in the Classic style?

So I have a few "Related Record" components on my lightning pages like this, but I would like the components to have the Classic view. (As its much tighter and feels faster). Therefore keeping the ...
2
votes
1answer
67 views

lightning:QuickActionAPI - setActionFieldValues not working on tall components

I have a record page which consists of A quick action which opens a simple "Quick add" Quick action (creates a child record) An aura component with a single button that (successfully) calls the same ...
1
vote
2answers
41 views

Lightning action(Email & Task) buttons not showing on Lead

I have the following configuration set and still Email and Task buttons not showing in the chatter lightning Lead Object: 1- Deliverability = All Emails 2- Task Has a record type 3- Feed Tracking ...
1
vote
0answers
36 views

quickActionAPI on Lightning App Home Page

so for my current project I am trying to remediate a client's business process from classic, which basically pops open a modal with some fields prefilled to create a new object record. I obviously ...
0
votes
0answers
62 views

Cannot set <force:inputField> validation error on field in custom quick action lightning component

I have designed a quick action lightning component to clone one of our [complex] custom objects. The requirements are: Add a lookup field where the user would be able to choose another parent ...
0
votes
1answer
21 views

How do I call a Lightning Component from my Visualforce page button/checkbox?

I have a custom VF page that displays information from a custom object. I currently have a checkbox that displays/hides a VF section to enter a new record of this type, but would like to make use of a ...
1
vote
1answer
20 views

action on account shows as General Notes

I have created an action on accounts (Activity Log) tab below. The action is based on target object task. They are all showing as General Notes in the Next Steps. One of the fields I have in the ...
0
votes
1answer
21 views

Custom action, remove extra fields from details

I have created an action for activity based on task. I have removed a few fields from the form, so the fields in the image (activity type, comments) are created by me and those are the only ones show ...
0
votes
1answer
168 views

Call Custom Object Quick Action from Lightning Component

We're in transition from classic to lightning and are working to update several of our javascript buttons over into lightning components, quick actions, etc. I have one javascript button that calls a ...
0
votes
0answers
7 views

Hide field from action by providing default value

I would like to hide the field "assigned to" by providing a default value. But I have no idea what I should provide in the formula. It's best to assign the user creating this action to be specified as ...
0
votes
1answer
44 views

Quick action for Account, hide some fields

I created a quick action for Account (lightning experience). Its target object is task, and it's showing up under activity. There are some fields which I would like to hide, like status, priority and ...
4
votes
1answer
58 views

Salesforce Inbox and the action menu

I'm seeing that when logging into Salesforce through Salesforce Inbox in Outlook on the desktop, and the order of the Quick Create action menus are not the same. Inbox seems to show me some default ...
0
votes
1answer
34 views

Email quick action not showing up in account page

In production under activity there are two items, new task and email. In sandbox I pull the same Email (send email) to the Salesforce Mobile and Lightning Experience Actions in account page layout, ...
1
vote
2answers
531 views

Quick action redirect to force:createrecord lightning component

Need to initiate force:create record from lightning quick action: 1. Output is not as expected two modals are showing up. I need only new contact modal. How to achieve this? Please help.. Thanks 2. ...
0
votes
1answer
190 views

Lightning Component quick action - Close the blank dialog box

Am facing one issue when loading lightning quick action and calling lightning component. By putting closeAction it actually closes the record creation modal box but not the blank box. Below is the ...
2
votes
1answer
621 views

Navigate to overriden Standard New Page with LWC NavigationMixin

Many Standard New buttons in my apps are overriden using Aura components. The do some Apex and then redirect to the real standard new pages. I now migrated such components to LWC. Where I had this in ...
0
votes
1answer
85 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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0answers
43 views

Deployment Error 'Field cannot be set for type Update a Record'

I have an automated process set up to move my code from Development to QA and when I try to move a Quick Action I am getting an error I have never seen before: 'Field cannot be set for type Update a ...
0
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0answers
24 views

Placement of Quick Actions

I created a Quick Action to do the job of a URL hack, create a new related record with auto-populated fields. (Like this) Now, I want to use this action in a community layout that I built using the ...
2
votes
0answers
33 views

Hiding/Removing Quick Actions

I am in Lightning and I am trying to remove an option from the quick actions of a list view for Task Object. The object settings on task isn't available for me to uncheck 'Delete' option on a profile ...
4
votes
0answers
117 views

Change in behaviour for quickActionAPI in Spring 19… Bug? Feature?

I have some existing Lightning code that has started going wrong with Spring 19, and I'm not sure whether I was doing something wrong in the first place, or if this is a bug in the new release. In my ...
0
votes
1answer
108 views

Not able to Create Quick Action on Service Contract object

Not able to create lightning quick action on standard Service Contract object. Does anybody has some information on it?
2
votes
0answers
102 views

what is “quickcard” in salesforce?

Use the quickcard (section “Import an Object”) to require ISML and guard in your controller. i can't find quickcard keyword in eclipse and what is meaning of quickcard in ecplise . The first bold ...
0
votes
2answers
35 views

Lightning Quick Action

Iv'e created a "Create Event" quick action on Account. The quick action(Created Event) is not visible on the lightning record page. Is it possible to create a record (Event) on Account standard object,...
8
votes
0answers
70 views

QuickAction.DescribeQuickActions Broken In Managed Packages

QuickAction.DescribeQuickActions() will return different results when called from a managed package context and unmanaged code. For a given entity type, for example Contacts, you must call ...
0
votes
1answer
172 views

Predefined picklist value in action layout editor

I'm trying to create a quick action that works as an action layout editor with predefined values. One of the fields I can't fill is picklist type and when I try setting his value with another picklist ...
0
votes
1answer
124 views

Lightning Flow from a Case

I've created a simple Lightning Flow that shows just one screen. That screen includes a Lightning component with one input field. (This is a very simple test case.) Then, from the Case object, I ...
0
votes
1answer
158 views

Lightning Component to search layout

I have a lightning component that redirect to an external url. I need to use that component as an action in my list views. How do i implement this. I know actions can be put on the list views using ...
1
vote
2answers
2k views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
2
votes
0answers
231 views

How to close dialog box in lightning experience using javascript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. I used javascript to open and close the dialog box. It works fine in classic but in lightning it won't ...
0
votes
0answers
36 views

Is it possible to link to the current record in an email quick action?

I am attempting to create an object specific Send Email quick action on a custom object which includes a link to the current record in the HTML Body field via formula. I can easily add explicit ...
0
votes
1answer
143 views

Take Screenshot of Object Details

I'm looking to create a button in salesforce (lightning and classic) that I can add to any layout. Clicking this button will take a screenshot of the details page and will then send you to a ...
0
votes
1answer
1k views

Calling Flow from Lightning Quick Action

I'm trying to call a flow from a lightning action on the opportunity object. The flow is called from a button in classic, but buttons do not appear in lightning. A URL hack of that button allows me to ...
0
votes
1answer
90 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
72 views

Prepopulating Time field in Lightning Quick Action: user time zone not respected

I am building a Lightning Quick Action for an object that includes a field of type Time. I would like to prepopulate that Time field with the current time, while allowing the user to make changes. ...
1
vote
1answer
333 views

Source of “Update Case” Quick Action in Lightning Experience

I am struggling to understand what a particular Action (or is it an Action?) is. It appears next to the Post, Poll, Ask a Question for Case object in the Lightning Experience and its label is Update ...
0
votes
1answer
18 views

Is there a way to add New links to List Views along with existing links?

I would like to know if there is a way to add a new link to List view records along with existing links like Edit | Delete | Change Owner?
0
votes
1answer
198 views

List View Action not visible to Community Users

Problem 1: I have created a new custom Lightning Action which will run a flow. I have edited the relevant object's List View search layout so that the new Action is selected to display in list views. ...
1
vote
1answer
35 views

Are Quick Actions really only available in Chatter? Can we somehow get a 'Create a Record' to display on the standard page layout?

Apologies in advance, because I find quick actions and publisher actions confusing and I didn't find a clear-cut answer on forums or documentation... We are trying to not reintroduce URL hacks, which ...
1
vote
1answer
202 views

Getting grey and white background when implementing a lightning component custom action modal dialog

I have created a lightning component custom action which will open a modal dialog. However, when I click the button, the dialog looks like below: The dialog is okay but I am wondering where are the ...
0
votes
1answer
188 views

How to put “List View Actions in Lightning Experience” into metadata?

I've defined "List View Actions in Lightning Experience" using Setup -> Object Manager -> (my custom object) -> Search Layouts -> List View -> List View Actions in Lightning Experience, but I can't ...
2
votes
0answers
18 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 ...
0
votes
1answer
177 views

Focus Refresh/Rerender issue with Lightning Popup Visualforce page

I have a Lightning record page that launches a visualforce page via a quick action button as a lightning popup. Issue: When I save via the command button on the VFpage the redirect reloads the ...
1
vote
2answers
2k views

Lightning Component as a button

I have created a lightning component that opens as a popup which requires some input from the user using based on which he is redirected to an external link. All of this functionality works correctly ...
0
votes
2answers
470 views

How to redirect (or open in new window) to different url from Lightning Quick Action Button

I want to redirect to different URL (or open in new window will also work) from Lightning Quick Action Button. Here I am thinking to include Lightning component as- <aura:handler name="init" value=...