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.

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Email quick action doesnt appear when I put it on dashboard from scratch org

I made a dashboard and want to add a Send Email quick action on a table. On the table dataset, in configure action I modified the configruation for the field that I want the Send Email quick action, I ...
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Unmanaged package in a namespaced org

I have a namespaced Developer Edition org. As soon as I registered a namespace, I noticed that it added the said namespace to all my custom objects, custom fields on those objects, and to a quick ...
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Fire e.force:closeQuickAction from lwc wrapped in aura

I've wanted to re-use my lwc quick action on another object, but turns out it's not supported. Hence I'm wrapping my lwc in aura component. I want to close the modal via button press. Was hopping I ...
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Trying to Add Task Due Date on Add Task button

I am trying to add the Due Date(Activity Date) field to the button/action layout when a user clicks the Add button to add a Task on the Account page. I have looked all over where I thought it would be ...
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Filtering Action Visibility using multiple field values in a delimited string

Have tried a few attempts to filter a quick action in the lightning highlights panel using one field with multiple potential values. For example, Show the action if the object's record type equals '...
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Adjust lightning-input-field alignment in lwx

I am using lightning-input-field tag in a LWC component, it was working well but when I tried to increase the component width the alignment of lightning-input-field was broken. Before: After adding ...
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Send an Email Quick Action automatically replies instead of starting a new email

I have Created a send email quick action on Case Object and I have also put the chatter component on the lightning page with this quick on it. Everytime I try to use the quick action to write an email ...
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Add lightning component as publisher action beside Send Email

I created a lightning component to be used as a quick action in a custom object. The business wants the action in the Activity tab beside the new event action and Send Email action. However, I am ...
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Quick action on Community

Currently we decided instead of duplicatin fields from another object to use quick action with lookup field. For all users its working fine, but when we want it in community, it's no appearing at all :...
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LWC headless quick action is not working

JS : import { LightningElement, api } from 'lwc'; import { ShowToastEvent } from "lightning/platformShowToastEvent"; export default class DemoHeadlessQuickActionComponent extends ...
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After opening up a Base Modal from a LWC quick action, the cancel icon of the modal is not displayed properly

So, inside the LWC quick action I have used a Base Modal code given here https://www.lightningdesignsystem.com/components/modals/#Base. The problem is the cancel icon on the top is not in the correct ...
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Is there a way to show a button on Desktop only?but not on the salesforce mobile app?

Is there a way to show a button on Desktop only?but not on the salesforce mobile app? The Dynamic Actions only has filter for device Desktop and Phone, but it doesn't really support Salesforce Mobile ...
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Case Feed Layout Issue -- Community and Standard lightning

Created a custom case quick action having screen flow. Case feed tracking is on Added button on layout section The button is visible on chatter publisher rather than on compact layout ---- (ISSUE I ...
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No Lightning Component Quick Actions are available in dev sandbox

I'm newer to SF development, so if I left out any details, please let me know and I can update the question. I'm trying to use a lightning aura component as a quick action. I created a VERY basic ...
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Quick Action for a Standard Tab?

Can we create a lightning action for a tab? Basically, I want to call a custom lightning aura component from the Tab.
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Overrode New and Edit with an Aura Component, the Modal shows up but the background disappears

I overrode the New and Edit with an Aura Component, the Modal shows up but the background disappears. What is the correct way to call a lightning aura component from the Tab (i.e. when clicking New)?
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Call a lightning aura component from a button from a Tab?

I have a Lightning Aura Component NewRecord and it's just a modal with some basic form fields. I have an object called MyObject__c with a Tab. From the Tab I want to call the lightning aura component ...
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LWC Quick Action for Task

I'm working on a Quick Action for the first time (ScreenAction in this case) for a Task object. I've created an LWC component, embedded in the Aura component to make it available for Task. <aura:...
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How to display a Lightning component from a managed package on clicking button using quick action

I have downloaded a managed package from AppExchange, which is basically a Lightning component. I want to display this component as a quick action in the highlights panel using a button. When I tried ...
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Is there a way to add 'Add to Pardot List' button on Custom related list of Contact object?

We have created a Custom related list to show only Active Contacts on Account page and we need the standard buttons like 'Add to Campaign', 'Add to Pardot List'. I am able to add 'Add to Campaign' as ...
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3 answers
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Can we get name of quick action which invoked flow?

I have one generic flow. Multiple quick actions can invoke it. So inside flow, Can we get which quick action has invoked this flow? or Can we pass any values from quick action to flow ? NOTE : There ...
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2 answers
134 views

Create Record quick action is not visible for non-admin users

I have a custom quick action using which users can create contract from opportunity record page. Now, the issue here is that, all the non-admin users are not able to access the quick action. But the ...
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Can I made a LWC button on Case? [duplicate]

I am reading through the documentation and it's not obvious to me if it's possible or not to add a LWC quick action to a Case. this post makes it seem like it is not - LWC Quick Action on Case but I ...
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3 votes
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Where in the SFDX tree do translations of quick actions go?

I'm failing to successfully Google where to put in the SFDX tree translations for the labels of quick actions e.g. <label>Duplicate Account</label> here: <?xml version="1.0" ...
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Deployment : Deploy standard quick action which is creating member plan record

We are trying to deploy a quick action(Add_Benefit_Plan ) which is present on Account Object. Action Type of this quick action is 'Create Record'. This quich action create the Record in Member Plan (...
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LWC Quick Action not being loaded from URL [duplicate]

I'm facing an issue when trying to open a quick action from the URL https://salesforce-instance/lightning/action/quick/Lead.MyQuickAction?objectApiName&context=RECORD_DETAIL&recordId=...
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Quick Action: You can't perform this action on this page

Since Spring22 upgrade, a strange behaviour has been observed and despite our investigation, we have not found the solution yet. When we click on a custom Quick Action on some Accounts (and only on ...
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2 answers
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LWC Quick Action - Can we determine which Action button invoked the LWC component?

I've written a LWC Quick Action with corresponding JavaScript & Apex Methods. I want this component to be invokable from 3 separate Action Buttons on a record page. In all 3 actions, I want it to ...
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1 vote
1 answer
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How to open LWC in new tab on click of quick action?

How to open LWC in new tab on click of quick action? If I click on a quick action, then that should LWC redirect to a new tab like in the attached image:
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346 views

How to open LWC on full screen on a Quick action?

I have LWC and i called that on a custom quick action. But it is not opening on full screen. can anyone suggest anything?
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-1 votes
2 answers
284 views

Salesforce Lightning Case Assign to Me button

In Salesforce Lightning I am trying to make a button on the case layout which assigns a case to the user viewing it. I want this button to be a single click and the case owner is reassigned and the ...
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2 votes
2 answers
321 views

Error: Create a Visualforce page to use as a custom action

thank you for your reply. I need to create Quick Action - generate PDF on opportunity object. i have PDF visualforce page and custom controller. If i want to add my vf page in Quick action i get error:...
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Aura Quick action not shown up in Dynamic Action layout

I have an aura quick action which is not shown in Work Order page layout. I have checked the necessary prerequisites like - Record Type Permissions Apex Class permissions Dynamic actions is enabled ...
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Is it possible to add more actions to the feed actions of an EmailMessage in a Case?

I have developed a flow that creates a new case from an email message as a "Split case" functionality. The use case is that in our vision, one case should focus on one issue, so if the ...
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1 answer
302 views

Launch the same screen flow from different buttons

I need to create three buttons On Custom Object Record Page which will have similar logic for sending emails. (Only difference in to who this email will be sent). I want to use Quick Action and ...
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Editing QuickAction "Invalid Data" no Error

I am receiving an error when updating a Quick Action but not getting any error message? The target object is related via a lookup field. Any idea how to discover what the issue is? Checked Object/FLS ...
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1 vote
0 answers
163 views

LWC as Quick Action on Case Object with Feed Tracking enabled

I have created a Quick Action using a LWC Component. I have placed the necessary XML targets as well. The Action is placed on the Case Object which has Feed Tracking enabled. My page also has the ...
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48 views

Navigating Modal Lightning Components

I have two lightning components Visit and Complaint. They both open up in a modal container on the object detail page. So say we're on a Contact detail page, I hit the New Visit button. This opens the ...
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1 vote
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120 views

Email-to-case - Filtering sender email based on record-types

I've configured 2 routing addresses on the Email-to-Case : "Test A" and "Test B". And I've assigned them to 2 differents Case recordtypes : "RT Test A" and "RT Test ...
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For some profiles a quick action layout is showing the fields present in compact layout

I have added a new quick action with one formula field on account object. The formula field is exposed on the Flexipage. But, for some profiles the layout expose fields present in compact layout. Has ...
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156 views

URLFOR in URL quick action removes parameters in Lightning Experience

I'm trying to create a quick action for navigating to a page which hosts a lightning component. This component relies on the recordId existing as a parameter in the URL, however when I try to pass it ...
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204 views

Get selected records from related list In Quick Action (Aura or LWC component)

Do we have any possibility to get selected records in related list in Quick Action (Aura or LWC component) for that related list. So when I select records I want to get these records or their Ids ...
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1 answer
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Error: No Lightning Web Component quick actions are available for your org

Trying to add a record action for a custom object using a Lightning Web Component, but I am getting this error: This is my component meta.xml: <?xml version="1.0" encoding="UTF-8&...
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Custom Button or Link in List View Rows

In a Lightning Experience app, in a list view, can I add a custom action button/link to the action menu (highlighted below): This button/link will provide a sort of checkout mechanism that changes ...
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  • 501
2 votes
1 answer
83 views

Actions and Recommendations - available in experience cloud?

I have a client who wants to guide their experience cloud users through a structured/rules-based data entry process. Depending on the state of the record, different types of actions might be indicated....
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1 vote
0 answers
340 views

Cancel button and standard header in quick action on mobile app

Suppose I have a quick action of type Flow. This is a screen flow where I embed LWC components. I have to be able to open this quick action through custom button placed in some other LWC, so I use ...
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How to increase the width of lwc modals called from quick action and called from flow without using Aura

I have 2 LWC, one invoked from quick action, named Ingeration Person Account : META file: <?xml version="1.0" encoding="UTF-8"?> <LightningComponentBundle xmlns="http:...
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1 vote
1 answer
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How to push individual record data to external DB via Quick Action button via LWC?

LeadCalloutToDB Apex: public without sharing class LeadCalloutToDB{ @future(callout = true) @AuraEnabled(Cacheable=true) public static void callDBgateway(String recordId){ ...
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flow not always saving case status

Just dropping this as a question on your experiences. I have a quick action launched flow that I use to set new statuses on cases. it has a bunch of logic to manage several record types and special ...
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218 views

toast message is not displaying on some profiles

I created quick actions that will check some criteria and display toast messages accordingly. It is working fine for system admin and some non-sys admin profiles, but failing on some other custom ...
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