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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Why does my button URL open natively in one org but in the built-in browser in another?
I have a quick action button on my Lead object which opens a flow, when pressing the button on Salesforce1 via the scratch org, the flow opens in the app appearing optimised and fit to the screen, ...
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Wrap LWC in Aura so it can be opened on click of a button in a pop-up window
I have created the following LWC that creates a record on a custom object. I want to create a button on the custom object list view page, and I want this LWC to open in a pop-up window. It is not ...
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Quick Action for LightningWebComponent not Possible for Task SObject
I want to create a quick action of type LightningWebComponent for SObject Task. However, when I deploy the quick action I run into error: Lightning Web Component quick actions are not supported for ...
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Need help with understanding <apex:emailPublisher> showAdditionalFields="true" attribute
Need help with finding out the layout to configure fields to display when showAdditionalFields="true" on the apex:emailPublisher.
I searched all the Global publisher layouts/object related ...
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Adding custom field to layout for custom Quick Action
Our org has a series of Quick Actions based off of custom objects, one of which is called "Log a Note." This creates a new Note record, with Note being a custom object.
I am attempting to ...
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Do we have to create duplicated default global actions for 2GP?
Problem Description
If I include a Layout metadata in my package which includes the default global actions, such as NewTask, NewEvent, etc. there will be an error trying to install the package (I'm ...
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why my quick action doesn' appear in my page layout?
I have a problem.
I created a new action in the account object , and I add it in the page layout of the record type which is billto , but the action doesn't show up in my page layout.
Can you help me.
...
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How to pass input values in quick action?
We are building manage package with quick action using lwc component,
Some customers need to trigger API and some doesn't.
So we decided to keep a Boolean check in the target config.
I am getting ...
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LWC Quick action on WOLI (Work Order Line Item) not showing up in Dynamic record page
I already checked related posts on this topic and I feel I have already checked them
So I have LWC Quick action created -
<isExposed>true</isExposed>
<targets>
<target>...
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When a Quick Action creates a record can Trigger identify the Quick Action?
If an Quick Action creates a record and the creation of that record results in an Apex trigger being executed, can the Trigger determine which Action (if any) created the record?
The Action could, of ...
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RefreshView API in Quick Action
I have an LWC invoked via quick action that creates child record(s) using a lightning-record-edit-form. The lightning page has two tabs: Details and Related. On the Related tab, we have a "...
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Adding all Case Contacts to the 'Send an email' action
I am using an action on the case object:
We also have the Case contact roles, related list on the case.
I want that when clicking on the 'Send an email' button, all the related contacts, will be ...
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How to use default Attachment Id in Send Email quick action in LWC component?
I am using below code in LWC to show send email quick action from LWC component
here I am able to set the default value of Subject and Body. But I am not able to attach a default pdf file to this send ...
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Put an Aura component in the Chatter Publisher
I am trying to build an aura component to send an OTP to clients but I can't figure out how to put it in the Chatter Publisher, I was going to code a LWC but I understood from this post that I can't ...
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Unable to add "Email" action within chatter component of custom object
I am unable to add Email action on custom object feed. It seems to add the action to activity timeline only. My customer wants same kind of experience as on case object where they see "Email"...
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Get QuickAction name from Lightning component
I have a Quick action button that calls a Lightning component. This works fine. The problem is a new button that performs a slightly different operation, but uses the same component layout.
So need to ...
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CloseActionScreenEvent is not working in LWC
I am working on a quick action button that triggers an Aura Component that contains a LWC. In this LWC I have a datatable with a column of buttons. When the user clicks on the button a Modal PopUp ...
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Need advice on use of Visualforce page vs Lightning Web Components
I am trying to create a button on a list view in salesforce that, when clicked, will open a popup dialog of sorts. I would expect the button to be at the top of the list view, directly alongside the '...
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How to launch flow in full screen using quick action?
I have added quick action on the record page. Using this quick action I'm launching the Screen flow, which contains the data table, but this screen is not taking the full space of the screen. It is ...
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Quick Action that open custom LWC tab?
I have a custom tab of a LWC, I wanna to open this custom tab when the button, that is located in the detail record, is clicked, like a quick action
I tried this:
<aura:component
implements=&...
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footer buttons distorting in case of error on dropdown- Aura component
I have an aura component quick action with a footer with 2 buttons.
Whenever there is any error appearing on 'Status' field, the footer is aligning downwards automatically.
Can you please help me to ...
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88
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Can't navigate to standard_RecordPage on Salesforce Mobile App
I have a custom quick action with the following .cmp
<aura:component implements="force:appHostable,force:hasRecordId,force:lightningQuickActionWithoutHeader,lightning:isUrlAddressable,...
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Problem installing package upgrade "QuickAction - no QuickAction named SendEmail found"
The failing version of the package added a Global-Xyz Layout.layout-meta.xml file that starts with:
<?xml version="1.0" encoding="UTF-8"?>
<Layout xmlns="http://soap....
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Populate default values during record creation - LWC quick action vs defaultFieldValues button/link
In terms of prepopulating values on a record creation modal, I'm wondering what advantage, if any, the LWC quick action technique has over the much easier button/link technique.
LWC quick action ...
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162
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Headless Quick Action
I am calling a lwc into screen Flow to show toast and then using that flow in a quick action but I don't want modal of quick action to pop up. This is my xml configuration
<?xml version="1.0&...
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458
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How to get the api name of the quick action which invoked the flow?
I am using a generic flow which can be invoked from multiple objects. In Flow, I have embedded the LWC Component, by using the Currentpagereference I am able to get the quick action name of the only ...
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Detecting the state of the alt/option key in a LWC Headless Quick Action
I'd like my LWC Headless Quick Action to behave differently when the alt/option key is held down. But the platform abstracts away the browser events and calls the invoke function with no additional ...
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Quick Action - Detail Button Page Error - LWC
can anyone help me with this error,
My requirement is:
I have a Detail page button called Convert on Order Object, when I click on the convert button it should convert the order object Record to ...
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How could I remove the quick action on the search bar?
The "Change record Type" is a quickAction that has visibility conditions in the Flexipage. However, it is showing in the search bar as the picture bellow, even if conditions are not being ...
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Error when send email from Flow?
I create the screenflow that calling Send Email Action
this flow will triggered from Action Button that I put on record page.
when I activate this flow and test to sent an email from record page
I got ...
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70
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Catching exception in QuickActionDefaultsHandler
I am using the QuickActionDefaultsHandler method in an Apex Class to set some default fields when sending an email. Since it's an apex class, it is possible for it to error out and throw an exception....
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355
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Open a lighting aura component with parameters from a quick action on record page in lightning and community
I have an aura component and it needs to be opened from a quick action on record detail page of a custom object record with record Id as a parameter. This component need to be opened in a full width ...
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783
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LWC keeps loading on quick action and lightning__recordPage
I have the LWC created for LWR Site that I am also using on Lightning quick action on Contact object.
When I click the quick action, I just get loading screen infinitely and LWC never loads.
here's ...
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480
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Refresh related list after creating a record via LWC quick action
I built a screen action LWC that uses lightning-record-edit-form and lightning-input-field to create a new record. The quick action is placed on a parent record page and adds a related child record to ...
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310
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Edit Event list view layout
I have created a mass update action of the Event Status field which I now want to add to the list view layout for the Events. The problem is that the layout doesn't exist under Object Manager - Events ...
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How To Add The "Change Owner" Button Inside Lightning Record Page?
I have a requirement in which I must add the standard "Change Owner" button inside a lightning record detail page. I know that this button appears inside list-views, but I need to show the ...
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How can I make it so that only the case owner can see my quick action?
I have a a quick action on a Case lightning record page that I need to make only visible to the owner of the record. I have dynamic actions enabled, so I can access the user record and the case record'...
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Is it possible to close an LWC quick action after reloading window?
I have created a quick action that loads an LWC. I want after a save button is clicked, the page is refreshed and the LWC popup closed.
I have tried using the following code but the after the refresh, ...
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30
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Activity tab in lightning page
However I try I cannot display the email option here.
Things did:
Checked each page layout of the object and confirmed that the mobile and lightning action has the email option.
Then checked the ...
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Lightning Web Component Action not showing up on community page
I've been having this issue where I created a LWC to act as an action, and while it shows up fine on the record page, I'm having some issues having it show up on my Community App. At first I thought ...
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Metadata API 'Quick Action' - Required fields are missing: [Component] (REQUIRED_FIELD_MISSING). Fields Component
MetadataService.MetadataPort service = createService();
MetadataService.QuickAction customQuickAction = new MetadataService.QuickAction();
customQuickAction.targetObject = 'Test__c';
customQuickAction....
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I want to create an quick action button on an object from Apex class which calls a Visualforce page. How will I do this?
I have a scenario where I have to create an Quick Action button on multiple objects which call a VF page. If the admin do this task through Salesforce UI, it is very repetitive and the admin have to ...
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Metadata type_x issue (I want to create a quick Action Dynamically from MetaData API)
This is how I am trying to create the quickAction.
MetadataService.MetadataPort service = createService();
MetadataService.QuickAction customObject = new MetadataService.QuickAction();
customObject....
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LWC as Quick Action on Case Object is not showing
I have created Action as LWC and my xml tragets are
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>55.0</apiVersion>
<...
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989
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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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221
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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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165
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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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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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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 ...
