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Questions tagged [quickaction]

The tag has no usage guidance.

0
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0answers
4 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,...
6
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0answers
26 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
30 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 ...
0
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1answer
20 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
21 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 ...
1
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2answers
35 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
9 views

Dynamic SendEmail QuickAction from Lightning component

We are trying to redirect user to standard Salesforce email in lightning experience with default values for to, cc, templateId, attachment, etc. It is working but seems like there is no support for "...
2
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0answers
74 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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0answers
17 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
47 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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0answers
52 views

Open VF page with parameter in Lightning using Button/Action

Currently i have a Detail page button URL (using URL hack) on Lead. https://testorg--test1--c.visualforce.com/apex/Lead_form?leadId={!Lead.Id} But when i use this button in Lighting i want it to ...
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0answers
14 views

Can Name be a predefined field on quick action?

I'm just now realizing the absolute power of quick actions, and I've created one, but am looking to see if something is possible. I'm looking at using some sort of automation to fill in the name of ...
0
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1answer
85 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 ...
0
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1answer
26 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....
1
vote
1answer
35 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. ...
1
vote
1answer
54 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 ...
0
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1answer
16 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?
0
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1answer
24 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. ...
1
vote
1answer
32 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 ...
0
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1answer
35 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 ...
0
votes
1answer
31 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 ...
2
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0answers
16 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 ...
0
votes
1answer
111 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
381 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 ...
0
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2answers
196 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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0answers
22 views

Quick Action Creation to View Case in External Window

I need to create a Quick Actions in the Salesforce Classic Publisher that has an action type: custom visualforce, on the case object. Link out to an external web page that customer can also access. ...
0
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1answer
45 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 ...
0
votes
1answer
108 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
43 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
vote
2answers
337 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
7 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
votes
1answer
436 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 ...
0
votes
2answers
37 views

Will Sharing=ReadOnly allow my user to Delete or Clone a record

I have Lightning Quickactions for Delete and Clone on a CustomObject__c and I want to ensure that only users with the right permission can use it. From reading this documentation I understand that I ...
0
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1answer
278 views

Lightning Component as Quick Action not showing beside the buttons

I created a lightning component and a quick action that points to that component. Now I dragged that button in the Salesforce Mobile and Lightning Experience Actions section and it does not show up at ...
0
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1answer
93 views

lightning quick action not visible in salesforce classic

i have a lightning quick action in my page layout. But the quick action is not visible in Classic View. however, according to the documentation, it should be visible. https://help.salesforce.com/...
1
vote
1answer
123 views

Make a lightning component fit to screen

I have a custom lightning component. The lightning component is overridden in Contact Tab. Also, it appears as a popup in a Quick Action. What I want is the Component to appear fit-to-screen both ...
3
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3answers
915 views

How to call a WebService method from a Lightning Component that replaces a Classic JavaScript button?

We have JavaScript buttons that follow this pattern: {!REQUIRESCRIPT('/soap/ajax/39.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/39.0/apex.js')} var ok = confirm('Create the Interest Adjustment?');...
3
votes
1answer
454 views

How to convert mass actions on list view records from Classic to Lightning Experience?

We have multiple JavaScript buttons that follow this pattern where the set of checked records in a list view are first checked and then a server side operation is applied to them: {!REQUIRESCRIPT('/...
1
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1answer
210 views

Inconsistent Scrolling Behaviour in Lightning Quick Actions

I have a lightning component I want to embed in a quick action. The component has content which might vary in size, which means I cannot predict what height my quick action needs. As a simple example,...
1
vote
1answer
149 views

list view quick action - Alert info

I need to create a quick action in contact list view to execute a function and display an info alert message. it was not possible for me to find a way to do this in lightning component. https://...
1
vote
2answers
204 views

Lightning quick action - find from which object it is called

Scenario: A Lightning component that is being used as: -a quick action override of the "New" button of CustomObject1 and -as a quick action override of the "New" button of CustomObject1 in the ...
0
votes
1answer
511 views

How to use standard layout with force:recordData?

I'm trying to use the force:recordData to clone a record with some fields changed in the backend. I am able to retrieve it to the front-end. But unfortunately it seems force:recordData doesn't refresh ...
1
vote
2answers
657 views

How to close Visualforce page opened as Quick Action in Lightning through JavaScript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. How can I close it in other way than clicking the 'X' button? So far I've tried: window.close(), ...
0
votes
0answers
12 views

Change the fromAddressList from QuickActionDefaultsHandler

I'm trying to implement QuickAction.QuickActionDefaultsHandler, because I need to prefill the fromAddressList on the standard Send Email action with a subset of the Org Wide Addresses, which can vary ...
0
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0answers
25 views

EmailTemplateSelector for Email Case Feed

I want to preload specific templates depending on the origin of the case when we click on the quick action button "Email". I read this article : https://www.salesforce.com/blog/2012/10/case-feeds-...
0
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2answers
478 views

create child case button not showing on case layout (lightning)

I want to create a child case for a case in lightning. From the related list "Related cases", when I click on "New", the account field on the child case is not fill. For information, I am using ...
1
vote
0answers
37 views

Quick Action, Lightning Component and defa

I have created a Quickaction button to display a Lightning Component. When the component displays, I have 4 fields from current record; ID, Latitude, Longitude, and Date-Time field. The lat, lng, date ...
1
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0answers
26 views

How to add alias / display name along with email address in Specify From Address(es) at case layout?

I was able to add email addresses in case layout to default 'From' address when sending an email from Case Quick Action But how to add alias in each email address? Or is it possible to fill 'Specify ...
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0answers
321 views

Width adjustment or Defining Width for Lightning actions

When creating a Lightning action (with action type as Custom Visualforce or Lightning Component), there is no provision to specify the width (of the modal pop-up). While this can be achived by ...
0
votes
1answer
76 views

Quick Action Button in Case Screen

I have created a Quick Action button and Placed in Case Details page in lightning. It does not show up in the page. Can you please help me on this issue.