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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.

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1answer
34 views

Quick Action and flow to create a record in ligthning

I am trying to create a quick Action that calls the flow and lightning component to create a record as suggested in the blog here. I need to create a record of custom object from Opportunity record , ...
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1answer
31 views

Quick Action doesnt show up in the Layout

I created a quick action on Oppurtunity record and it doent show up in the Layout. The quick action is to create a custom object And I added it to the Layout But on the Opportunity Record I dont ...
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0answers
16 views

Why Required Mark is not disabled on dependent picklist if no value is assigned?

I have a quick action on case to update few fields of case. Pick1 is controlling field with A,B,C values. Pick2 is dependent picklist with 1,2 values. (A -> 1, B -> 2) both fields are marked Required ...
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1answer
64 views

Is there a way to call standard Quick Actions from a LWC?

I'm trying them all and it seems impossible. The thing I'd like to do is call the "Create PDF" Quick Action for the Quote object from a LWC. I tried debugging the browser and see what happens when ...
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1answer
9 views

Getting an error when attempting to create an Email Quick Action in Sandbox

Why am I getting this error when attempting to create an Email Quick Action in a sandbox? Error: Invalid Data. Review all error messages below to correct your data.
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16 views

Submit for Approval Button in lightning community

I have submit for Approval button in Lightning community which is a quick action button calling a VF page. QuickAction: The VF code: <apex:page showHeader="false" sidebar="false" ...
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1answer
96 views

Which date format to use with inputs for the Quick Actions REST API? (INVALID_TYPE_ON_FIELD_IN_RECORD)

I'm receiving the error INVALID_TYPE_ON_FIELD_IN_RECORD when invoking a custom sobject quick action to create a record and its payload specifies a Date or DateTime field as an input value. For ...
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0answers
22 views

Auto Populate Master-Detail relationship when creating record in salesforce community

I am implementing a salesforce community. In that I have included a standard list view. So it enables New button and I can create a record using that. When creating an record the user have to fill a ...
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1answer
15 views

Only Log a Call Action will Display in Actions & Recommendations Component Regardless of Configuration

Regardless of what configuration I do and what global actions or flows I assign to channels in the Actions & Recommendations deployment menu, it only ever shows the Log a Call action. If I click ...
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0answers
16 views

Salesforce Lightning - Case - Quick Action to Default a Email Template not showing

I created a case quick Action button per the below article.I then added the button to the Page Layout. Added this to both Quick Actions in Salesforce Classic Publisher and Salesforce Mobile and ...
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0answers
18 views

Quick action record edit form behaves differently based on page layout

I have a lightning record edit form launched through a quick action that uses the page's recordId to grab fields. On this edit form there is a lookup field. If I don't include this field on the page ...
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0answers
17 views

Task List View Reassign Action

I am trying to give my managers the ability to mass reassign tasks for their team. They have a list view and would like to use that to reassign certain tasks to specific people. I have created a ...
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113 views

LWC doesn't work again if I close its aura component parent via $A.get(“e.force:closeQuickAction”).fire()

I have a custom lightning web component (parentlwc.lwc) embedded inside an aura component (parent.cmp) that has another custom lightning web component that must be displayed only in certain cases (...
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1answer
27 views

How to show File quick action in the lightning page?

File Quick action is not showing on the lighting page but the in page layout File is added to Salesforce Mobile and Lightning Experience Actions. Please advise how to make "File" Quick action visible ...
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0answers
95 views

How to get Custom Button to open in same Tab/Window in Lightning Community?

I have a very simple Custom button in my Lightning Community that opens to a flow, but the custom button opens in a new tab/window even when I set it to open in the existing window. This flow works, ...
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1answer
21 views

VF Email Template and Custom Controller … Issue with Lightning Email Quick Action

I have an Email Quick Action on Lead and using a VF page Email Template. The VF Email template refers Components and Apex Code and depends on RelatedTo.Id being passed. I am not able to fetch the ...
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1answer
137 views

Opportunity Product Quick Action Aura component with recordEditForm and inputField on lookup not displaying input fields when creating a record

Problem overview: I want to create a new record using a Quick Action (on Opportunity Layout for a new Opportunity Product) using lightning:recordEditForm. The component recordEditForm has lightning:...
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1answer
79 views

QuickActionApi - Unable to select SendEmail on custom object page

I am trying to initiate the SendEmail quick action from a button on my lightning record page. This seems to work for Account, but does not work for custom objects. Code is as follows Component <...
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0answers
259 views

I want to add change owner button on Opportunity list view page

I want to add 'Change Owner' button on the opportunity list view page by using lightning component. I am using below code but can not see change owner button on my opportunity list page controller ...
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0answers
31 views

Lightning Experience Configuration Converter

I have converted and deployed the buttons into quick action using the tool.The converted actions are placed under the Salesforce Mobile and Lightning Experience Actions, but it is not showing up in ...
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1answer
66 views

Is it possible to add a mass quick action/button to Account listview to create a Note?

I created a new quick action to Add a Note on the Account object, but even though I go to the Search layout/List this action is not available there. Is it possible to do this? I would like to select ...
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0answers
154 views

Unable to fire force:runActionComponent application event

Currently, LWC doesn't support QuickActionApi, but I really need it. Also, I am investigating option to wrap my LWC component by Aura component container, which will use quickActionApi and interact ...
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1answer
326 views

Opening a Lightning Component in a tab in Lightning Community

I am trying to open a Lightning component with a record id in new page / full screen from a Quick Action. Since, the component opens in a small popup, I used the approach mentioned here How to open ...
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0answers
22 views

can we customize the lightning component save button when we are using the object specific quick action?

Can anyone help me with this. I have a quick action on the standard object with the action type create record. and I implemented the lightning component to use the quick action on the standard object....
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17 views

How to access Quick Action Description from the Aura Component?

When you set create a Quick Action that launches an Aura Component there is a description field. Is there any way to access that text from within the Aura component?
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0answers
20 views

Email information of Child Object while creating Parent object Record

We have two Custom Object having MD relationship Query (Parent) Questions (Child) Now, we have created a record for Query (Parent) and added multiple questions in Questions Object(child). We have ...
4
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1answer
492 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 ...
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0answers
66 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 != ...
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1answer
143 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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0answers
15 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
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0answers
59 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 ...
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1answer
104 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
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1answer
203 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 ...
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2answers
369 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 ...
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0answers
109 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 ...
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0answers
173 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 ...
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1answer
23 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 ...
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1answer
23 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 ...
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1answer
23 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 ...
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2answers
1k 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 ...
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0answers
9 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
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1answer
206 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
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1answer
98 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 ...
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1answer
137 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, ...
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3answers
1k 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. ...
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1answer
526 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
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1answer
1k 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 ...
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1answer
256 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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0answers
76 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 ...
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0answers
26 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 ...