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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
26 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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8 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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4 views

Replies/forwards of emails from lightning aren't visible in activity on contact

The org is using Enhanced Email. When I reply to an email from classic the email is logged on both the Case and the Contact record. When I do the same in lightning the email is only visible on the ...
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14 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
18 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
19 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
20 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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1answer
59 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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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 ...
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1answer
23 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
51 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
17 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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1answer
207 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
68 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 ...
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1answer
238 views

Navigate to Standard New Record page with LWC Navigation.Mixin when it has an override

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
50 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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30 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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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 ...
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0answers
32 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 ...
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0answers
101 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 ...
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1answer
65 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?
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0answers
77 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 ...
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2answers
26 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,...
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0answers
61 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 ...
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1answer
123 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 ...
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1answer
94 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 ...
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1answer
100 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 ...
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2answers
930 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 ...
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0answers
205 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 ...
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29 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
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1answer
98 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 ...
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1answer
891 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 ...
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1answer
65 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....
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1answer
65 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. ...
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1answer
229 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 ...
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1answer
17 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?
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1answer
133 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. ...
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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 ...
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1answer
170 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 ...
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1answer
95 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 ...
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0answers
17 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 ...
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1answer
155 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 ...
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2answers
1k 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 ...
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2answers
385 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=...
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1answer
96 views

Tell a force:lightningQuickAction what object I would like to work with

I want to create a custom lightning component which would allow me to create a record of a specific object. I decided to use quick action for this. I googled the documentation over here and found the ...
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1answer
240 views

lightning:quickActionAPI alternative to call from a custom lightning app

What is lightning:quickActionAPI alternative to call from a custom lightning app? When I try to call any method from the spec I am getting the following error: The API you used isn’t supported on ...
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0answers
62 views

How to refresh a inline VF page when we create record from quick action in lightning?

I have created a VF page to show related contacts with more functionality and added in account detail page. Now when I try to create a contact using quick action on Account object. My Visualforce ...
1
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2answers
790 views

When does force:recordData execute?

I am using force:recordData to pull data for a Campaign on load of the component. The component is triggered by a quick action. I understand that force:recordData is an asynchronous process. ...
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0answers
13 views

Unable to update case via quick actions

in my sandbox, I have a custom profile based on sales standard. I can update case records via the detail page (even when I'm not the owner of the record). However, when I try to update such record (...
2
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1answer
815 views

Pass parameters to lightning component from a quick action

I built a quick action on Campaign that opens a lightning component. I am trying to pass parameters like, say the Id and the name of the Campaign. Earlier I built this using Detail Page Button and ...