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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
18 views

How do I write a formula for the “Predefined Field Value” for a create an Event Quick action?

I have a Custom Object; Property, and I have created a Quick Action to create a new Event record related to the Custom Object. I want to populate the Description Field of the new Event Object with ...
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15 views

Send an email having uploaded attachments and Cc,Bcc recipients without using Apex Messaging.SingleEmail method [duplicate]

I am implementing a requirement in Service Cloud to track incoming and outgoing emails for some Purchase order Custom object. Within this we have to group some records and send email alert to ...
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14 views

Find out which quick action button was clicked [duplicate]

I have dozens of classic quick action buttons (JavaScript) on the standard page and converting all to lightning and having each lightning components for every single button is too much maintain all ...
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23 views

lightning url hack for lookup field

I'm trying to prepopulate the lookup field in child objects from the related list of parent. But it seems the URL hack is not working for that. Event when I hardcode the value, it's still not working /...
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0answers
11 views

Get custom quick action button information in lightning component controller

I have a lightning component which I am using as a quick action, I want to fetch the button information or the source information in the controller. Such as the name or label of that button. Is there ...
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1answer
12 views

common.exception.ApiException: QuickAction NewCase is not accessible

Given Existing Community with Guest User Access only OOTB Community component Contact Support Button Guest User configured to have access to Support API and Global NewCase action; Read/Create ...
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0answers
37 views

Trouble retrieving QuickAction using SFDX: Metadata API received improper input. Please ensure file name and capitalization is correct

I'm having a problem with retrieving QuickActions via the metadata API using SFDX. I'm using the sfdx force:source:retrieve command with the following manifest: <?xml version="1.0" ...
2
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1answer
24 views

Force Case Email Quick Actions to use predefined Subject values when invoked from Reply button in Email feed

I have 3 Send Email Quick Actions on Case, no Default Template selected, with predefined values for Subject. When invoking these Actions from the Reply or Reply All buttons at the bottom of an email (...
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0answers
53 views

LWC RefreshApex on component load when used as quick action

I am having trouble displaying information about changed fields on a record through use of a LWC Quick Action that is submitting records for approval with pre filled comments. I am hoping to be able ...
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1answer
72 views

Validation error while deploying a quick action on Case object

I am deploying a quick action on case object using VS Code but I am getting the below validation error and I am not able to remove this error :- Case.Email_Random_Name Action 0 0 Required fields ...
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1answer
16 views

How do I change the Bulk Action buttons on the top right of the Case List View page in Lightning Experience?

I've been trying to figure this out all day. All I want to do is add a Delete button to the top right of my Cases list views so that people can select multiple cases and delete them. How do I change ...
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0answers
33 views

Quick Action predefined field value default is overriding user input

I've set up a quick action on the Account page to create Opportunities, and I've used Predefined Field Values to set some of the field defaults, but left those fields on the Action layout so that the ...
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1answer
45 views

Add custom action on records in the list view/related list drop down list

Is it possible to add an action on this section?
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0answers
27 views

Quick Action to open lightning component

I have a lightning component which opes the modal/popup on click of a button through which the users can select the record type. The component is like below <aura:component implements="...
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1answer
10 views

Not seeing Quick Text

I created Quick Text within an email in Salesforce Lightning. I can't figure out how to see the Quick Text that I created. When I create a new email & try to use Quick Text, it says there isn't ...
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1answer
105 views

How to display toast or custom error message with in quick action

Currently, I'm working on lightning migration & i have a custom javascript button named convert. This button will display multiple toast messages based on record criteria. Everything working as ...
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0answers
9 views

Lightning Send Email Action - is it possible to edit the Contact Card to change the fields shown when selecting Contacts?

Not sure if anyone has tested, but is it possible to edit the fields displayed on the Contact Card shown when selecting contacts from the standard "Send Email" button in Lightning? Example ...
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0answers
14 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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0answers
12 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
39 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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0answers
18 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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0answers
23 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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0answers
10 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
48 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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0answers
19 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
51 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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0answers
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 ...
1
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1answer
84 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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0answers
157 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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0answers
39 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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0answers
240 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 ...
0
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1answer
27 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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3answers
399 views

How to redirect to standard lead convert page in lightning

Currently, I'm working on lightning migration. So, I'm converting the javascript buttons to related quick actions & quick actions with the vf page respectively. I'm facing issues with the ...
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0answers
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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0answers
51 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 ...
1
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1answer
144 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
52 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
51 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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0answers
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
17 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
145 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,...
0
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1answer
42 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 ...
4
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1answer
186 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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0answers
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 ...
1
vote
1answer
79 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 ...
2
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2answers
108 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....
3
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1answer
696 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 ...
0
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1answer
192 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 , ...
1
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1answer
36 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
39 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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