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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13 views

Load record information in lightning component [duplicate]

I wrote a simple lightning component to launch from a quick action on a detail page from the SF1 iOS mobile app. This will launch a deep link to a 3rd party app. The mobile URL is stored in a field on ...
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11 views

Auto-CC Contacts/Users (based on conditions) on Case Email Action

Use Case 1 - Some specific Contacts/Users need to be always Auto-CC'ed on the Case Email Action whenever a Case is raised for specific Accounts. Use Case 2 - Extension of UC1 - This could be extended ...
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1answer
29 views

Remove Standard Quick Action from Object

I need to remove the standard quick action on the object, but still allow users to create via LWC and custom components. Here is a screen shot of the buttons I'm talking about: I'm trying to remove ...
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16 views

Setting default values through the createRecordEvent

We have a lightning component which fires a createRecordEvent that is called from Quick Action through the the Flow. I tried to set the default field values which auto populates some fields on the ...
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21 views

PageLayout is delayed when record type is changed by workflow

I have two record type in Account object. RecordType1 => default RecordType2 When is the status changed from Open to Active. I'm using workflow to change record type to "RecordType2". When is the ...
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9 views

Use quick action in lightning component designed for home page

I have created one lighting component for the home page where we have a number of cards that display a list of field values of any object. on each card, we have a dropdown which is used to create the ...
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1answer
31 views

Close Lightning Quick Action pop-up on opening another pop-up from that Quick Action

I have a button inside the Quick Action pop up window. On click of that i'm opening new Modal (pop-up) when this pop-up opens i would like to close the main Quick Action pop-up. If i use $A.get("e....
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12 views

force:refreshView doesn't refresh record related lists as community user

I have a custom lightning component that, after some operations, do a $A.get("e.force:refreshView").fire() but it's refreshing everything except the current record related lists. I've read this is ...
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1answer
42 views

Related record component - does not show action's default values

I am using Lightning in my org I have a requirement to have a tab for resolving a case For this I have created a new case quick action - I called it Resolve Case. Also I have set the Status field ...
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13 views

edit log a call quick action button size to display fully in French

I'm working with French users, and in French, log a call = "Consigner un appel", New Event = "Nouvel Evénement" The thing is that on the quick action to log a call / create a new event, it only shows ...
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1answer
37 views

LWC not retrieving wired record data

I have a simple LWC component that isn't able to perform getRecord. As in the situation in this question, I need it to be invoked in a quick action, so it's wrapped in an aura component (if that ...
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33 views

Building a better Related Record Component in LWC?

I'm just starting learning LWCs and I thought I'd tackle something I know well which is Quick Actions and Related Record Components. They are fabulous, but have a few limitations (like not being able ...
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22 views

Update Record Quick Action in Lightning Does Not Refresh & not showing updated values

On opportunity page, i have a Inline edit Data table LWC component to update child records. Based on the child records update, i am updating the opportunity fields from child trigger. I have a Update ...
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115 views

Spinner on LWC modal window not rendering as expected

I have a modal window that is opened when clicking a quick action button on a record. It opens an aura component which contains a LWC containing my UI as well as my logic. A spinner should open in the ...
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1answer
21 views

Add Tab Name for opening tab on click of lightning component quick action

I am getting my tab as shown in screenshot below which is a component that gets displayed on clicking a quick action button . currently it is showing asterisk how can i show name on tab.
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11 views

User unable to see scroll bar in custom case action (VF page with flow)

I am trying to add a custom Salesforce publisher action into my case classic console view which will invoke a flow interview to collect details and provide an output form. However, I found that there ...
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36 views

How to bypass Process builder while mass update through quick action on list view?

I have a process builder on custom fields of case object. I want a mass update quick action on List view. Using this mass update quick action I would like to update three fields of selected cases on ...
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1answer
91 views

Toast is not firing from the lightning component

I am trying to show the toast on the screen after the field is updated using the lightning component the Controller looks like below Controller ({ recordLoaded: function(component, event, helper)...
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1answer
36 views

Setting the case status using the lightning component through the quick action

I am trying to call the lightning Components from the Quick Action to change the status of Case to Closed on click of a button. Components <aura:component implements="force:hasRecordId,force:...
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1answer
27 views

Email Button on Account record in the Action Bar in Lightning Mobile App

I can see the Email button in desktop, however in the mobile App, i can't see the Email button in the Action bar. Please refer to screen shots. Am i missing something, or the ability to send Email ...
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13 views

Display custom object action layout in visualforce

On the declarative side of things, I've used update actions and their layouts to show different subsets of fields on a custom object in different places (different tabs on the same lightning record ...
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1answer
15 views

Test Coverage discrepancies for QuickAction.QuickActionDefaultsHandler

Test Class runs successfully and test coverage is 100% but fails during deployment saying "Your Code Coverage is 70%". @isTest public class DefaultSignatureForEmail_Test { static { ...
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1answer
93 views

lightning:navigation defaultFieldValues not working in lightning communiy

I have this custom aura component that redirects to New Opportunity standard record creation with some fields pre-populated from Account record. cmp: <aura:component implements="force:hasRecordId,...
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1answer
38 views

e.force:refreshView not working in combination with e.force:closeQuickAction

I haven LWC modal popup initiated by a Quick Action. For this some Aura code is needed, but I have that working. Upon closing (via a button on the modal popup), the underlying record page should be ...
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1answer
107 views

DX Package Install: No QuickAction named NewTask found

I am trying to install a package to a scratch org like so: $ sfdx force:package:install --wait 10 --publishwait 10 --package XXXXX@0.1.0-2 --installationkey XXXX --noprompt -u XXXX However, the ...
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15 views

Change the Visibility section default value to customer for a lightning action

I have a salesforce lightning action, where there is a visibility field Customer\Internal. Currently, the default value is set to be Internal. I need to change it to Customer in the lightning ...
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1answer
34 views

Is it possible to show quick actions in the Chatter publisher?

Record page settings are currently set to related lists. This means that users do not have access to the activities component. However, they do have access to the chatter publisher component. Is ...
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67 views

Error Pushing Email Quick Action to Scratch Org

I'm using SFDX to push source code to a scratch org and getting the following error with an email quick action: > Error > force-app\main\default\quickActions\Case.Send_Email.quickAction-meta....
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1answer
356 views

Confused about how to make a Lightning modal window pop-up with a quick action

I am new to LWC development, but I do know my Apex code and VF pages. What I am looking for: clicking a quick action on a standard Lightning record page should open a modal Lightning window (which I ...
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1answer
110 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
35 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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36 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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2answers
568 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
20 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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32 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
159 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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49 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
42 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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69 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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23 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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38 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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193 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
98 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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245 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
25 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
431 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
187 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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405 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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50 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
118 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 ...